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Westshore Wealth’s Procter & Gamble PG Stock Holding History

Westshore Wealth’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 		$237K Buy
1,640
+3
+0.2% +$455 0.08% 89
2025
Q4 		$235K Sell
1,637
-1,183
-42% -$174K 0.08% 86
2025
Q3 		$433K Buy
2,820
+4
+0.1% +$625 0.15% 58
2025
Q2 		$449K Buy
2,816
+4
+0.1% +$653 0.17% 50
2025
Q1 		$479K Buy
2,812
+3
+0.1% +$502 0.2% 42
2024
Q4 		$471K Buy
2,809
+1,003
+56% +$171K 0.19% 41
2024
Q3 		$313K Buy
1,806
+3
+0.2% +$509 0.13% 63
2024
Q2 		$297K Buy
1,803
+3
+0.2% +$490 0.12% 65
2024
Q1 		$292K Buy
1,800
+3
+0.2% +$471 0.12% 69
2023
Q4 		$263K Sell
1,797
-23
-1% -$3.41K 0.12% 68
2023
Q3 		$266K Buy
1,820
+30
+2% +$4.58K 0.15% 60
2023
Q2 		$272K Sell
1,790
-33
-2% -$4.97K 0.14% 76
2023
Q1 		$271K Buy
1,823
+37
+2% +$5.29K 0.14% 80
2022
Q4 		$271K Buy
1,786
+2
+0.1% +$280 0.15% 79
2022
Q3 		$225K Buy
1,784
+38
+2% +$5.4K 0.15% 77
2022
Q2 		$251K Buy
1,746
+3
+0.2% +$451 0.16% 72
2022
Q1 		$266K Buy
1,743
+140
+9% +$21.9K 0.18% 72
2021
Q4 		$262K Buy
1,603
+2
+0.1% +$297 0.18% 70
2021
Q3 		$224K Sell
1,601
-11,639
-88% -$1.65M 0.18% 69
2021
Q2 		$1.79M Buy
13,240
+802
+6% +$109K 0.92% 19
2021
Q1 		$1.68M Buy
+12,438
New +$1.62M 0.96% 20

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

Westshore Wealth's PG Position: Q1 2026 in Review

Westshore Wealth increased its Procter & Gamble (PG) stake by 0.18% in Q1 2026, buying an estimated $455 and bringing the position to 1,640 shares worth $237K. The position accounts for 0.08% of the portfolio, ranked #89.

Westshore Wealth first reported a position in PG in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.79M in Q2 2021. 3,990 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Westshore Wealth held 1,640 shares of Procter & Gamble worth $237K as of Q1 2026.
  • Westshore Wealth bought 3 Procter & Gamble shares in Q1 2026, an estimated $455.
  • Procter & Gamble made up 0.08% of Westshore Wealth's portfolio in Q1 2026, its #89 holding.
  • Westshore Wealth first reported a position in Procter & Gamble in Q1 2021 and has held it in 21 quarters since.
  • Westshore Wealth's Procter & Gamble position peaked at $1.79M in Q2 2021.
  • 3,990 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Westshore Wealth's 13F filing for Q1 2026, filed 27 May 2026.