WFAG
PG icon

Wescott Financial Advisory Group’s Procter & Gamble PG Stock Holding History

Wescott Financial Advisory Group’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 		$3.35M Buy
23,178
+82
+0.4% +$12.4K 0.29% 50
2025
Q4 		$3.31M Buy
23,096
+85
+0.4% +$12.5K 0.29% 47
2025
Q3 		$3.54M Sell
23,011
-53
-0.2% -$8.28K 0.32% 47
2025
Q2 		$3.67M Sell
23,064
-79
-0.3% -$12.9K 0.35% 43
2025
Q1 		$3.94M Sell
23,143
-128
-0.6% -$21.4K 0.41% 41
2024
Q4 		$3.9M Buy
23,271
+80
+0.3% +$13.6K 0.4% 40
2024
Q3 		$4.02M Buy
23,191
+45
+0.2% +$7.64K 0.43% 41
2024
Q2 		$3.82M Buy
23,146
+2,114
+10% +$346K 0.44% 41
2024
Q1 		$3.41M Sell
21,032
-882
-4% -$138K 0.42% 41
2023
Q4 		$3.21M Buy
21,914
+4
+0% +$592 0.45% 40
2023
Q3 		$3.2M Sell
21,910
-13
-0.1% -$1.99K 0.58% 38
2023
Q2 		$3.33M Sell
21,923
-4,276
-16% -$644K 0.59% 37
2023
Q1 		$3.9M Buy
26,199
+2,778
+12% +$397K 0.85% 29
2022
Q4 		$3.55M Buy
23,421
+412
+2% +$57.8K 0.77% 29
2022
Q3 		$2.9M Buy
23,009
+460
+2% +$65.3K 0.81% 25
2022
Q2 		$3.24M Buy
22,549
+164
+0.7% +$24.6K 0.88% 24
2022
Q1 		$3.42M Buy
22,385
+72
+0.3% +$11.3K 0.88% 23
2021
Q4 		$3.65M Sell
22,313
-581
-3% -$86.3K 1.88% 7
2021
Q3 		$3.2M Buy
22,894
+137
+0.6% +$19.4K 1.81% 7
2021
Q2 		$3.16M Sell
22,757
-320
-1% -$43.3K 1.86% 6
2021
Q1 		$3.13M Hold
23,077
– – 2.03% 6
2020
Q4 		$3.21M Buy
+23,077
New +$3.23M 2.25% 6

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

Wescott Financial Advisory Group's PG Position: Q1 2026 in Review

Wescott Financial Advisory Group increased its Procter & Gamble (PG) stake by 0.36% in Q1 2026, buying an estimated $12.4K and bringing the position to 23,178 shares worth $3.35M. The position accounts for 0.29% of the portfolio, ranked #50.

Wescott Financial Advisory Group first reported a position in PG in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.02M in Q3 2024. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Wescott Financial Advisory Group held 23,178 shares of Procter & Gamble worth $3.35M as of Q1 2026.
  • Wescott Financial Advisory Group bought 82 Procter & Gamble shares in Q1 2026, an estimated $12.4K.
  • Procter & Gamble made up 0.29% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #50 holding.
  • Wescott Financial Advisory Group first reported a position in Procter & Gamble in Q4 2020 and has held it in 22 quarters since.
  • Wescott Financial Advisory Group's Procter & Gamble position peaked at $4.02M in Q3 2024.
  • 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.