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Westfuller Advisors’s Procter & Gamble PG Stock Holding History

Westfuller 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 		$78.4K Buy
543
+3
+0.6% +$455 0.03% 232
2025
Q4 		$77.4K Buy
540
+3
+0.6% +$442 0.03% 254
2025
Q3 		$82.5K Buy
+537
New +$83.9K 0.04% 238

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

Westfuller Advisors's PG Position: Q1 2026 in Review

Westfuller Advisors increased its Procter & Gamble (PG) stake by 0.56% in Q1 2026, buying an estimated $455 and bringing the position to 543 shares worth $78.4K. The position accounts for 0.03% of the portfolio, ranked #232.

Westfuller Advisors first reported a position in PG in Q3 2025 and has held it in 3 quarters since. The position peaked at $82.5K in Q3 2025. 3,986 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Westfuller Advisors held 543 shares of Procter & Gamble worth $78.4K as of Q1 2026.
  • Westfuller Advisors bought 3 Procter & Gamble shares in Q1 2026, an estimated $455.
  • Procter & Gamble made up 0.03% of Westfuller Advisors's portfolio in Q1 2026, its #232 holding.
  • Westfuller Advisors first reported a position in Procter & Gamble in Q3 2025 and has held it in 3 quarters since.
  • Westfuller Advisors's Procter & Gamble position peaked at $82.5K in Q3 2025.
  • 3,986 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Westfuller Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.