Wood Tarver Financial Group’s Procter & Gamble PG Stock Holding History

Wood Tarver Financial 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	$1.23M	Sell	8,489 -8	-0.1%	-$1.21K	0.34%	46
2025 Q4	$1.22M	Sell	8,497 -109	-1%	-$16.1K	0.34%	47
2025 Q3	$1.32M	Sell	8,606 -51	-0.6%	-$7.96K	0.39%	43
2025 Q2	$1.38M	Buy	8,657 +5,559	+179%	+$907K	0.42%	42
2025 Q1	$528K	Buy	3,098 +1	+0%	+$167	0.17%	76
2024 Q4	$519K	Buy	+3,097	New	+$527K	0.17%	75

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

Wood Tarver Financial Group's PG Position: Q1 2026 in Review

Wood Tarver Financial Group reduced its Procter & Gamble (PG) stake by 0.09% in Q1 2026, selling an estimated $1.21K and leaving 8,489 shares worth $1.23M. The position accounts for 0.34% of the portfolio, ranked #46.

Wood Tarver Financial Group first reported a position in PG in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.38M in Q2 2025. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Wood Tarver Financial Group held 8,489 shares of Procter & Gamble worth $1.23M as of Q1 2026.
Wood Tarver Financial Group sold 8 Procter & Gamble shares in Q1 2026, an estimated $1.21K.
Procter & Gamble made up 0.34% of Wood Tarver Financial Group's portfolio in Q1 2026, its #46 holding.
Wood Tarver Financial Group first reported a position in Procter & Gamble in Q4 2024 and has held it in 6 quarters since.
Wood Tarver Financial Group's Procter & Gamble position peaked at $1.38M in Q2 2025.
3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Wood Tarver Financial Group's 13F filing for Q1 2026, filed 12 May 2026.