Wealthspan Partners’s Procter & Gamble PG Stock Holding History

Wealthspan 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	$226K	Buy	1,561 +2	+0.1%	+$303	0.08%	115
2025 Q4	$223K	Buy	1,559 +3	+0.2%	+$442	0.08%	116
2025 Q3	$239K	Sell	1,556 -31	-2%	-$4.84K	0.09%	110
2025 Q2	$253K	Sell	1,587 -32	-2%	-$5.22K	0.1%	102
2025 Q1	$276K	Buy	1,619 +2	+0.1%	+$335	0.13%	95
2024 Q4	$271K	Buy	1,617 +2	+0.1%	+$341	0.13%	94
2024 Q3	$280K	Sell	1,615 -32	-2%	-$5.43K	0.14%	89
2024 Q2	$272K	Buy	1,647 +49	+3%	+$8.01K	0.15%	86
2024 Q1	$259K	Buy	+1,598	New	+$251K	0.15%	84
2022 Q1	–	Sell	-1,347	Closed	-$220K	–	69
2021 Q4	$220K	Buy	+1,347	New	+$200K	0.19%	64

Other funds holding PG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealthspan Partners's PG Position: Q1 2026 in Review

Wealthspan Partners increased its Procter & Gamble (PG) stake by 0.13% in Q1 2026, buying an estimated $303 and bringing the position to 1,561 shares worth $226K. The position accounts for 0.08% of the portfolio, ranked #115.

Wealthspan Partners first reported a position in PG in Q4 2021 and has held it in 10 quarters since. The position peaked at $280K in Q3 2024. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Wealthspan Partners held 1,561 shares of Procter & Gamble worth $226K as of Q1 2026.
Wealthspan Partners bought 2 Procter & Gamble shares in Q1 2026, an estimated $303.
Procter & Gamble made up 0.08% of Wealthspan Partners's portfolio in Q1 2026, its #115 holding.
Wealthspan Partners first reported a position in Procter & Gamble in Q4 2021 and has held it in 10 quarters since.
Wealthspan Partners's Procter & Gamble position peaked at $280K in Q3 2024.
3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Wealthspan Partners's 13F filing for Q1 2026, filed 8 Apr 2026.