WE
PG icon

Wealth Effects’s Procter & Gamble PG Stock Holding History

Wealth Effects’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 		$1.18M Sell
8,156
-134
-2% -$20.3K 0.42% 53
2025
Q4 		$1.19M Buy
8,290
+26
+0.3% +$3.83K 0.37% 46
2025
Q3 		$1.27M Sell
8,264
-162
-2% -$25.3K 0.41% 45
2025
Q2 		$1.34M Sell
8,426
-401
-5% -$65.5K 0.5% 41
2025
Q1 		$1.5M Sell
8,827
-159
-2% -$26.6K 0.63% 35
2024
Q4 		$1.51M Sell
8,986
-214
-2% -$36.4K 0.54% 40
2024
Q3 		$1.59M Buy
9,200
+100
+1% +$17K 0.56% 41
2024
Q2 		$1.5M Sell
9,100
-480
-5% -$78.5K 0.54% 41
2024
Q1 		$1.55M Sell
9,580
-300
-3% -$47K 0.57% 38
2023
Q4 		$1.45M Buy
9,880
+15
+0.2% +$2.22K 0.54% 40
2023
Q3 		$1.44M Buy
9,865
+36
+0.4% +$5.5K 0.71% 30
2023
Q2 		$1.49M Sell
9,829
-8
-0.1% -$1.21K 0.66% 31
2023
Q1 		$1.46M Sell
9,837
-115
-1% -$16.4K 0.75% 30
2022
Q4 		$1.51M Buy
9,952
+190
+2% +$26.6K 0.86% 26
2022
Q3 		$1.23M Buy
9,762
+186
+2% +$26.4K 0.75% 31
2022
Q2 		$1.38M Buy
9,576
+1,585
+20% +$238K 0.83% 29
2022
Q1 		$1.22M Sell
7,991
-70
-0.9% -$11K 0.57% 41
2021
Q4 		$1.32M Buy
+8,061
New +$1.2M 0.55% 42

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 Effects's PG Position: Q1 2026 in Review

Wealth Effects reduced its Procter & Gamble (PG) stake by 1.6% in Q1 2026, selling an estimated $20.3K and leaving 8,156 shares worth $1.18M. The position accounts for 0.42% of the portfolio, ranked #53.

Wealth Effects first reported a position in PG in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.59M in Q3 2024. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Wealth Effects held 8,156 shares of Procter & Gamble worth $1.18M as of Q1 2026.
  • Wealth Effects sold 134 Procter & Gamble shares in Q1 2026, an estimated $20.3K.
  • Procter & Gamble made up 0.42% of Wealth Effects's portfolio in Q1 2026, its #53 holding.
  • Wealth Effects first reported a position in Procter & Gamble in Q4 2021 and has held it in 18 quarters since.
  • Wealth Effects's Procter & Gamble position peaked at $1.59M in Q3 2024.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.