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Vise Technologies’s Procter & Gamble PG Stock Holding History

Vise Technologies’s Portfolio PG Stock Details PG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.4M Hold
79,359
– – 0.22% 80
2025
Q4 		$11.4M Buy
79,359
+40,143
+102% +$5.92M 0.22% 80
2025
Q3 		$6.03M Sell
39,216
-20,322
-34% -$3.17M 0.22% 89
2025
Q2 		$9.49M Buy
+59,538
New +$9.72M 0.39% 43
2024
Q4 		$4.8M Buy
28,636
+13,117
+85% +$2.23M 0.4% 45
2024
Q3 		$2.69M Buy
15,519
+2,704
+21% +$459K 0.34% 64
2024
Q2 		$2.11M Buy
12,815
+2,183
+21% +$357K 0.37% 61
2024
Q1 		$1.73M Sell
10,632
-3,642
-26% -$571K 0.34% 70
2023
Q4 		$2.09M Buy
14,274
+2,286
+19% +$339K 0.45% 57
2023
Q3 		$1.75M Buy
11,988
+1,366
+13% +$209K 0.43% 55
2023
Q2 		$1.61M Sell
10,622
-184
-2% -$27.7K 0.39% 62
2023
Q1 		$1.61M Buy
10,806
+2,455
+29% +$351K 0.42% 54
2022
Q4 		$1.27M Sell
8,351
-292
-3% -$40.9K 0.4% 56
2022
Q3 		$1.09M Buy
8,643
+716
+9% +$102K 0.41% 49
2022
Q2 		$1.14M Sell
7,927
-570
-7% -$85.7K 0.44% 54
2022
Q1 		$1.3M Sell
8,497
-1,329
-14% -$208K 0.49% 59
2021
Q4 		$1.61M Buy
+9,826
New +$1.46M 0.44% 55

Other funds holding PG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vise Technologies's PG Position: Q1 2026 in Review

Vise Technologies held its Procter & Gamble (PG) position steady in Q1 2026 at 79,359 shares worth $11.4M. The position accounts for 0.22% of the portfolio, ranked #80.

Vise Technologies first reported a position in PG in Q4 2021 and has held it in 17 quarters since. 3,985 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Vise Technologies held 79,359 shares of Procter & Gamble worth $11.4M as of Q1 2026.
  • Vise Technologies left its Procter & Gamble share count unchanged in Q1 2026.
  • Procter & Gamble made up 0.22% of Vise Technologies's portfolio in Q1 2026, its #80 holding.
  • Vise Technologies first reported a position in Procter & Gamble in Q4 2021 and has held it in 17 quarters since.
  • 3,985 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.