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Wealth Alliance’s Procter & Gamble PG Stock Holding History

Wealth Alliance’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 		$3.61M Sell
24,983
-651
-3% -$98.7K 0.36% 59
2025
Q4 		$3.67M Buy
25,634
+486
+2% +$71.7K 0.36% 49
2025
Q3 		$3.86M Sell
25,148
-479
-2% -$74.8K 0.4% 40
2025
Q2 		$4.08M Buy
25,627
+473
+2% +$77.2K 0.46% 40
2025
Q1 		$4.29M Buy
25,154
+1,100
+5% +$184K 0.52% 31
2024
Q4 		$4.03M Sell
24,054
-1,691
-7% -$288K 0.48% 30
2024
Q3 		$4.46M Sell
25,745
-781
-3% -$133K 0.53% 27
2024
Q2 		$4.37M Sell
26,526
-2,750
-9% -$450K 0.56% 25
2024
Q1 		$4.75M Buy
29,276
+552
+2% +$86.6K 0.62% 23
2023
Q4 		$4.21M Sell
28,724
-77
-0.3% -$11.4K 0.59% 24
2023
Q3 		$4.2M Sell
28,801
-123
-0.4% -$18.8K 0.66% 20
2023
Q2 		$4.39M Buy
28,924
+507
+2% +$76.4K 0.66% 21
2023
Q1 		$4.23M Sell
28,417
-386
-1% -$55.2K 0.68% 20
2022
Q4 		$4.37M Buy
28,803
+1,455
+5% +$204K 0.78% 16
2022
Q3 		$3.45M Buy
27,348
+463
+2% +$65.8K 0.68% 20
2022
Q2 		$3.87M Buy
26,885
+19,821
+281% +$2.98M 0.74% 18
2022
Q1 		$1.08M Sell
7,064
-803
-10% -$126K 0.22% 103
2021
Q4 		$1.29M Buy
7,867
+1,016
+15% +$151K 0.26% 85
2021
Q3 		$958K Buy
6,851
+451
+7% +$63.9K 0.22% 104
2021
Q2 		$864K Buy
6,400
+1,244
+24% +$168K 0.2% 117
2021
Q1 		$699K Buy
5,156
+580
+13% +$75.7K 0.2% 126
2020
Q4 		$637K Buy
4,576
+29
+0.6% +$4.05K 0.19% 135
2020
Q3 		$632K Sell
4,547
-243
-5% -$32.3K 0.23% 116
2020
Q2 		$573K Sell
4,790
-497
-9% -$58K 0.23% 115
2020
Q1 		$582K Buy
+5,287
New +$635K 0.31% 95

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

Wealth Alliance's PG Position: Q1 2026 in Review

Wealth Alliance reduced its Procter & Gamble (PG) stake by 2.5% in Q1 2026, selling an estimated $98.7K and leaving 24,983 shares worth $3.61M. The position accounts for 0.36% of the portfolio, ranked #59.

Wealth Alliance first reported a position in PG in Q1 2020 and has held it in 25 quarters since. The position peaked at $4.75M in Q1 2024. 3,989 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Wealth Alliance held 24,983 shares of Procter & Gamble worth $3.61M as of Q1 2026.
  • Wealth Alliance sold 651 Procter & Gamble shares in Q1 2026, an estimated $98.7K.
  • Procter & Gamble made up 0.36% of Wealth Alliance's portfolio in Q1 2026, its #59 holding.
  • Wealth Alliance first reported a position in Procter & Gamble in Q1 2020 and has held it in 25 quarters since.
  • Wealth Alliance's Procter & Gamble position peaked at $4.75M in Q1 2024.
  • 3,989 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.