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Wingate Wealth Advisors’s Procter & Gamble PG Stock Holding History

Wingate Wealth 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 		$343K Sell
2,377
-211
-8% -$32K 0.18% 93
2025
Q4 		$371K Buy
2,588
+252
+11% +$37.2K 0.21% 82
2025
Q3 		$359K Buy
2,336
+192
+9% +$30K 0.25% 78
2025
Q2 		$342K Buy
2,144
+234
+12% +$38.2K 0.3% 78
2025
Q1 		$326K Sell
1,910
-596
-24% -$99.8K 0.37% 73
2024
Q4 		$420K Buy
+2,506
New +$427K 0.41% 66

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

Wingate Wealth Advisors's PG Position: Q1 2026 in Review

Wingate Wealth Advisors reduced its Procter & Gamble (PG) stake by 8.2% in Q1 2026, selling an estimated $32K and leaving 2,377 shares worth $343K. The position accounts for 0.18% of the portfolio, ranked #93.

Wingate Wealth Advisors first reported a position in PG in Q4 2024 and has held it in 6 quarters since. The position peaked at $420K in Q4 2024. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Wingate Wealth Advisors held 2,377 shares of Procter & Gamble worth $343K as of Q1 2026.
  • Wingate Wealth Advisors sold 211 Procter & Gamble shares in Q1 2026, an estimated $32K.
  • Procter & Gamble made up 0.18% of Wingate Wealth Advisors's portfolio in Q1 2026, its #93 holding.
  • Wingate Wealth Advisors first reported a position in Procter & Gamble in Q4 2024 and has held it in 6 quarters since.
  • Wingate Wealth Advisors's Procter & Gamble position peaked at $420K in Q4 2024.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Wingate Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.