WF
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Whelan Financial’s Procter & Gamble PG Stock Holding History

Whelan Financial’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 		$467K Buy
3,236
+105
+3% +$15.9K 0.15% 55
2025
Q4 		$449K Sell
3,131
-225
-7% -$33.2K 0.14% 54
2025
Q3 		$516K Buy
3,356
+226
+7% +$35.3K 0.16% 49
2025
Q2 		$499K Buy
3,130
+34
+1% +$5.55K 0.18% 42
2025
Q1 		$528K Buy
3,096
+87
+3% +$14.6K 0.21% 32
2024
Q4 		$504K Buy
3,009
+358
+14% +$61K 0.2% 31
2024
Q3 		$459K Buy
2,651
+78
+3% +$13.2K 0.19% 30
2024
Q2 		$424K Buy
2,573
+120
+5% +$19.6K 0.19% 29
2024
Q1 		$398K Buy
2,453
+419
+21% +$65.7K 0.18% 31
2023
Q4 		$298K Sell
2,034
-143
-7% -$21.2K 0.14% 31
2023
Q3 		$318K Buy
2,177
+45
+2% +$6.87K 0.17% 25
2023
Q2 		$324K Buy
2,132
+7
+0.3% +$1.05K 0.17% 25
2023
Q1 		$316K Buy
2,125
+375
+21% +$53.6K 0.18% 24
2022
Q4 		$265K Buy
1,750
+57
+3% +$7.99K 0.16% 25
2022
Q3 		$214K Buy
1,693
+189
+13% +$26.8K 0.15% 26
2022
Q2 		$216K Hold
1,504
– – 0.15% 20
2022
Q1 		$230K Buy
+1,504
New +$235K 0.14% 18

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

Whelan Financial's PG Position: Q1 2026 in Review

Whelan Financial increased its Procter & Gamble (PG) stake by 3.4% in Q1 2026, buying an estimated $15.9K and bringing the position to 3,236 shares worth $467K. The position accounts for 0.15% of the portfolio, ranked #55.

Whelan Financial first reported a position in PG in Q1 2022 and has held it in 17 quarters since. The position peaked at $528K in Q1 2025. 3,987 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Whelan Financial held 3,236 shares of Procter & Gamble worth $467K as of Q1 2026.
  • Whelan Financial bought 105 Procter & Gamble shares in Q1 2026, an estimated $15.9K.
  • Procter & Gamble made up 0.15% of Whelan Financial's portfolio in Q1 2026, its #55 holding.
  • Whelan Financial first reported a position in Procter & Gamble in Q1 2022 and has held it in 17 quarters since.
  • Whelan Financial's Procter & Gamble position peaked at $528K in Q1 2025.
  • 3,987 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Whelan Financial's 13F filing for Q1 2026, filed 24 Apr 2026.