Wiser Advisor Group’s Procter & Gamble PG Stock Holding History

Wiser Advisor 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	$20.1K	Buy	139 +1	+0.7%	+$152	0.02%	130
2025 Q4	$19.8K	Buy	138 +1	+0.7%	+$147	0.02%	136
2025 Q3	$21.1K	Buy	+137	New	+$21.4K	0.03%	134
2025 Q2	–	Sell	-136	Closed	-$23.1K	–	192
2025 Q1	$23.1K	Buy	136 +1	+0.7%	+$167	0.03%	139
2024 Q4	$22.6K	Buy	135 +1	+0.7%	+$170	0.03%	139
2024 Q3	$23.2K	Hold	134	–	–	0.03%	141
2024 Q2	$22K	Buy	134 +2	+2%	+$327	0.03%	141
2024 Q1	$21.5K	Hold	132	–	–	0.03%	144
2023 Q4	$19.3K	Buy	+132	New	+$19.6K	0.03%	152

Other funds holding PG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wiser Advisor Group's PG Position: Q1 2026 in Review

Wiser Advisor Group increased its Procter & Gamble (PG) stake by 0.72% in Q1 2026, buying an estimated $152 and bringing the position to 139 shares worth $20.1K. The position accounts for 0.02% of the portfolio, ranked #130.

Wiser Advisor Group first reported a position in PG in Q4 2023 and has held it in 9 quarters since. The position peaked at $23.2K in Q3 2024. 3,983 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Wiser Advisor Group held 139 shares of Procter & Gamble worth $20.1K as of Q1 2026.
Wiser Advisor Group bought 1 Procter & Gamble share in Q1 2026, an estimated $152.
Procter & Gamble made up 0.02% of Wiser Advisor Group's portfolio in Q1 2026, its #130 holding.
Wiser Advisor Group first reported a position in Procter & Gamble in Q4 2023 and has held it in 9 quarters since.
Wiser Advisor Group's Procter & Gamble position peaked at $23.2K in Q3 2024.
3,983 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Wiser Advisor Group's 13F filing for Q1 2026, filed 22 Apr 2026.