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Wealthspire Advisors (New York)’s Procter & Gamble PG Stock Holding History

Wealthspire Advisors (New York)’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 		$10.2M Sell
70,389
-7,774
-10% -$1.18M 0.08% 112
2025
Q4 		$11.2M Sell
78,163
-63,525
-45% -$9.37M 0.09% 108
2025
Q3 		$21.8M Sell
141,688
-802
-0.6% -$125K 0.11% 79
2025
Q2 		$22.7M Buy
142,490
+16
+0% +$2.61K 0.13% 75
2025
Q1 		$24.3M Buy
142,474
+70,007
+97% +$11.7M 0.15% 72
2024
Q4 		$12.1M Sell
72,467
-646
-0.9% -$110K 0.12% 86
2024
Q3 		$12.7M Buy
73,113
+21,722
+42% +$3.69M 0.13% 83
2024
Q2 		$8.48M Sell
51,391
-417
-0.8% -$68.2K 0.11% 89
2024
Q1 		$8.41M Sell
51,808
-1,249
-2% -$196K 0.11% 85
2023
Q4 		$7.77M Buy
53,057
+8,179
+18% +$1.21M 0.11% 86
2023
Q3 		$6.55M Buy
44,878
+8,453
+23% +$1.29M 0.11% 90
2023
Q2 		$5.53M Buy
36,425
+282
+0.8% +$42.5K 0.09% 93
2023
Q1 		$5.37M Sell
36,143
-5,765
-14% -$824K 0.09% 92
2022
Q4 		$6.35M Buy
41,908
+4,965
+13% +$696K 0.12% 85
2022
Q3 		$4.66M Buy
36,943
+4,164
+13% +$592K 0.1% 96
2022
Q2 		$4.71M Buy
32,779
+2,944
+10% +$442K 0.1% 93
2022
Q1 		$4.56M Sell
29,835
-7,254
-20% -$1.13M 0.1% 78
2021
Q4 		$6.07M Sell
37,089
-2,534
-6% -$376K 0.13% 74
2021
Q3 		$5.54M Buy
39,623
+15,146
+62% +$2.15M 0.11% 90
2021
Q2 		$3.3M Sell
24,477
-40,028
-62% -$5.42M 0.09% 81
2021
Q1 		$8.74M Buy
64,505
+17,196
+36% +$2.24M 0.21% 63
2020
Q4 		$6.58M Buy
47,309
+27,756
+142% +$3.88M 0.2% 61
2020
Q3 		$2.72M Buy
19,553
+763
+4% +$101K 0.16% 66
2020
Q2 		$2.25M Sell
18,790
-35,592
-65% -$4.15M 0.16% 60
2020
Q1 		$5.98M Buy
54,382
+42,165
+345% +$5.06M 0.25% 59
2019
Q4 		$1.53M Buy
12,217
+1,938
+19% +$237K 0.11% 51
2019
Q3 		$1.28M Buy
10,279
+5,294
+106% +$626K 0.1% 41
2019
Q2 		$547K Buy
4,985
+1,582
+46% +$169K 0.05% 48
2019
Q1 		$354K Buy
3,403
+580
+21% +$56.5K 0.03% 33
2018
Q4 		$259K Buy
+2,823
New +$252K 0.03% 58

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

Wealthspire Advisors (New York)'s PG Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Procter & Gamble (PG) stake by 9.9% in Q1 2026, selling an estimated $1.18M and leaving 70,389 shares worth $10.2M. The position accounts for 0.08% of the portfolio, ranked #112.

Wealthspire Advisors (New York) first reported a position in PG in Q4 2018 and has held it in 30 quarters since. The position peaked at $24.3M in Q1 2025. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Wealthspire Advisors (New York) held 70,389 shares of Procter & Gamble worth $10.2M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 7,774 Procter & Gamble shares in Q1 2026, an estimated $1.18M.
  • Procter & Gamble made up 0.08% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #112 holding.
  • Wealthspire Advisors (New York) first reported a position in Procter & Gamble in Q4 2018 and has held it in 30 quarters since.
  • Wealthspire Advisors (New York)'s Procter & Gamble position peaked at $24.3M in Q1 2025.
  • 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.