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Wealth Preservation Advisors’s Procter & Gamble PG Stock Holding History

Wealth Preservation 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 		$155K Buy
1,073
+324
+43% +$49.1K 0.13% 77
2025
Q4 		$107K Sell
749
-167
-18% -$24.6K 0.05% 135
2025
Q3 		$141K Sell
916
-1
-0.1% -$156 0.08% 103
2025
Q2 		$146K Hold
917
– – 0.09% 105
2025
Q1 		$156K Buy
+917
New +$154K 0.11% 93

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 Preservation Advisors's PG Position: Q1 2026 in Review

Wealth Preservation Advisors increased its Procter & Gamble (PG) stake by 43% in Q1 2026, buying an estimated $49.1K and bringing the position to 1,073 shares worth $155K. The position accounts for 0.13% of the portfolio, ranked #77.

Wealth Preservation Advisors first reported a position in PG in Q1 2025 and has held it in 5 quarters since. The position peaked at $156K in Q1 2025. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Wealth Preservation Advisors held 1,073 shares of Procter & Gamble worth $155K as of Q1 2026.
  • Wealth Preservation Advisors bought 324 Procter & Gamble shares in Q1 2026, an estimated $49.1K.
  • Procter & Gamble made up 0.13% of Wealth Preservation Advisors's portfolio in Q1 2026, its #77 holding.
  • Wealth Preservation Advisors first reported a position in Procter & Gamble in Q1 2025 and has held it in 5 quarters since.
  • Wealth Preservation Advisors's Procter & Gamble position peaked at $156K in Q1 2025.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.