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Wealth Management Partners’s Procter & Gamble PG Stock Holding History

Wealth Management Partners’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 		$444K Hold
3,073
– – 0.13% 111
2025
Q4 		$440K Buy
3,073
+570
+23% +$84K 0.13% 106
2025
Q3 		$385K Sell
2,503
-87
-3% -$13.6K 0.12% 107
2025
Q2 		$416K Buy
2,590
+71
+3% +$11.6K 0.15% 99
2025
Q1 		$429K Buy
2,519
+101
+4% +$16.9K 0.2% 86
2024
Q4 		$405K Sell
2,418
-28
-1% -$4.77K 0.17% 85
2024
Q3 		$424K Sell
2,446
-21
-0.9% -$3.56K 0.2% 80
2024
Q2 		$407K Sell
2,467
-9
-0.4% -$1.47K 0.2% 75
2024
Q1 		$402K Sell
2,476
-188
-7% -$29.5K 0.2% 79
2023
Q4 		$390K Sell
2,664
-178
-6% -$26.4K 0.22% 74
2023
Q3 		$415K Hold
2,842
– – 0.26% 74
2023
Q2 		$431K Hold
2,842
– – 0.27% 71
2023
Q1 		$423K Sell
2,842
-158
-5% -$22.6K 0.3% 68
2022
Q4 		$436K Hold
3,000
– – 0.36% 61
2022
Q3 		$347K Hold
3,000
– – 0.3% 63
2022
Q2 		$387K Hold
3,000
– – 0.34% 60
2022
Q1 		$423K Hold
3,000
– – 0.3% 63
2021
Q4 		$453K Buy
3,000
+98
+3% +$14.6K 0.31% 67
2021
Q3 		$406K Sell
2,902
-353
-11% -$50K 0.3% 67
2021
Q2 		$439K Hold
3,255
– – 0.31% 70
2021
Q1 		$445K Hold
3,255
– – 0.33% 68
2020
Q4 		$433K Buy
+3,255
New +$455K 0.34% 65

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 Management Partners's PG Position: Q1 2026 in Review

Wealth Management Partners held its Procter & Gamble (PG) position steady in Q1 2026 at 3,073 shares worth $444K. The position accounts for 0.13% of the portfolio, ranked #111.

Wealth Management Partners first reported a position in PG in Q4 2020 and has held it in 22 quarters since. The position peaked at $453K in Q4 2021. 3,986 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Wealth Management Partners held 3,073 shares of Procter & Gamble worth $444K as of Q1 2026.
  • Wealth Management Partners left its Procter & Gamble share count unchanged in Q1 2026.
  • Procter & Gamble made up 0.13% of Wealth Management Partners's portfolio in Q1 2026, its #111 holding.
  • Wealth Management Partners first reported a position in Procter & Gamble in Q4 2020 and has held it in 22 quarters since.
  • Wealth Management Partners's Procter & Gamble position peaked at $453K in Q4 2021.
  • 3,986 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Wealth Management Partners's 13F filing for Q1 2026, filed 17 Apr 2026.