WFAG
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Worth Financial Advisory Group’s Procter & Gamble PG Stock Holding History

Worth Financial Advisory 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 		– Sell
-2,724
Closed -$390K – 144
2025
Q4 		$390K Sell
2,724
-399
-13% -$58.8K 0.19% 121
2025
Q3 		$480K Buy
3,123
+161
+5% +$25.1K 0.27% 92
2025
Q2 		$472K Sell
2,962
-8,686
-75% -$1.42M 0.29% 87
2025
Q1 		$1.99M Sell
11,648
-317
-3% -$53.1K 1.26% 18
2024
Q4 		$2.01M Sell
11,965
-231
-2% -$39.3K 1.23% 19
2024
Q3 		$2.11M Sell
12,196
-249
-2% -$42.3K 1.24% 18
2024
Q2 		$2.05M Buy
+12,445
New +$2.03M 1.35% 19

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

Worth Financial Advisory Group's PG Position: Q1 2026 in Review

Worth Financial Advisory Group sold out of Procter & Gamble (PG) in Q1 2026, closing a stake of 2,724 shares — an estimated $390K sold.

Worth Financial Advisory Group first reported a position in PG in Q2 2024 and held it in 7 quarters. The position peaked at $2.11M in Q3 2024. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Worth Financial Advisory Group reported no remaining Procter & Gamble position as of Q1 2026 after selling out during the quarter.
  • Worth Financial Advisory Group sold 2,724 Procter & Gamble shares in Q1 2026, an estimated $390K.
  • Worth Financial Advisory Group first reported a position in Procter & Gamble in Q2 2024 and held it in 7 quarters.
  • Worth Financial Advisory Group's Procter & Gamble position peaked at $2.11M in Q3 2024.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Worth Financial Advisory Group's 13F filing for Q1 2026, filed 4 May 2026.