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Warm Springs Advisors’s Procter & Gamble PG Stock Holding History

Warm Springs Advisors’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 		$251K Hold
1,741
– – 0.21% 47
2025
Q4 		$250K Hold
1,741
– – 0.19% 48
2025
Q3 		$268K Hold
1,741
– – 0.2% 46
2025
Q2 		$277K Hold
1,741
– – 0.24% 42
2025
Q1 		$297K Hold
1,741
– – 0.3% 46
2024
Q4 		$292K Buy
+1,741
New +$297K 0.27% 46

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Warm Springs Advisors's PG Position: Q1 2026 in Review

Warm Springs Advisors held its Procter & Gamble (PG) position steady in Q1 2026 at 1,741 shares worth $251K. The position accounts for 0.21% of the portfolio, ranked #47.

Warm Springs Advisors first reported a position in PG in Q4 2024 and has held it in 6 quarters since. The position peaked at $297K in Q1 2025. 3,998 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Warm Springs Advisors held 1,741 shares of Procter & Gamble worth $251K as of Q1 2026.
  • Warm Springs Advisors left its Procter & Gamble share count unchanged in Q1 2026.
  • Procter & Gamble made up 0.21% of Warm Springs Advisors's portfolio in Q1 2026, its #47 holding.
  • Warm Springs Advisors first reported a position in Procter & Gamble in Q4 2024 and has held it in 6 quarters since.
  • Warm Springs Advisors's Procter & Gamble position peaked at $297K in Q1 2025.
  • 3,998 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Warm Springs Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.