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WealthPoint Financial’s Procter & Gamble PG Stock Holding History

WealthPoint Financial’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 		$431K Sell
2,981
-759
-20% -$115K 0.36% 69
2025
Q4 		$536K Buy
+3,740
New +$551K 0.47% 50

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

WealthPoint Financial's PG Position: Q1 2026 in Review

WealthPoint Financial reduced its Procter & Gamble (PG) stake by 20% in Q1 2026, selling an estimated $115K and leaving 2,981 shares worth $431K. The position accounts for 0.36% of the portfolio, ranked #69.

WealthPoint Financial first reported a position in PG in Q4 2025 and has held it in 2 quarters since. The position peaked at $536K in Q4 2025. 3,986 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • WealthPoint Financial held 2,981 shares of Procter & Gamble worth $431K as of Q1 2026.
  • WealthPoint Financial sold 759 Procter & Gamble shares in Q1 2026, an estimated $115K.
  • Procter & Gamble made up 0.36% of WealthPoint Financial's portfolio in Q1 2026, its #69 holding.
  • WealthPoint Financial first reported a position in Procter & Gamble in Q4 2025 and has held it in 2 quarters since.
  • WealthPoint Financial's Procter & Gamble position peaked at $536K in Q4 2025.
  • 3,986 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on WealthPoint Financial's 13F filing for Q1 2026, filed 23 Apr 2026.