Xcel Wealth Management
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Xcel Wealth Management’s Procter & Gamble PG Stock Holding History

Xcel Wealth Management’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
Q3 		$633K Buy
+4,358
New +$639K 0.16% 94
2026
Q2 		– Sell
-5,113
Closed -$744K – 144
2026
Q1 		$739K Buy
5,113
+926
+22% +$140K 0.2% 84
2025
Q4 		$600K Buy
4,187
+611
+17% +$90.1K 0.15% 88
2025
Q3 		$549K Sell
3,576
-159
-4% -$24.8K 0.14% 94
2025
Q2 		$595K Sell
3,735
-865
-19% -$141K 0.17% 86
2025
Q1 		$784K Hold
4,600
– – 0.24% 75
2024
Q4 		$771K Sell
4,600
-60
-1% -$10.2K 0.21% 70
2024
Q3 		$807K Hold
4,660
– – 0.24% 66
2024
Q2 		$769K Sell
4,660
-1,064
-19% -$174K 0.24% 67
2024
Q1 		$929K Buy
5,724
+64
+1% +$10K 0.29% 61
2023
Q4 		$829K Sell
5,660
-29
-0.5% -$4.3K 0.29% 58
2023
Q3 		$830K Buy
5,689
+950
+20% +$145K 0.33% 58
2023
Q2 		$719K Sell
4,739
-100
-2% -$15.1K 0.23% 74
2023
Q1 		$720K Buy
4,839
+41
+0.9% +$5.86K 0.25% 68
2022
Q4 		$727K Hold
4,798
– – 0.29% 64
2022
Q3 		$606K Hold
4,798
– – 0.23% 73
2022
Q2 		$690K Buy
4,798
+3
+0.1% +$451 0.25% 66
2022
Q1 		$733K Hold
4,795
– – 0.2% 80
2021
Q4 		$784K Buy
4,795
+22
+0.5% +$3.27K 0.2% 82
2021
Q3 		$667K Hold
4,773
– – 0.19% 83
2021
Q2 		$644K Hold
4,773
– – 0.19% 85
2021
Q1 		$646K Buy
4,773
+11
+0.2% +$1.44K 0.23% 76
2020
Q4 		$662K Buy
4,762
+24
+0.5% +$3.35K 0.29% 70
2020
Q3 		$658K Hold
4,738
– – 0.34% 64
2020
Q2 		$566K Buy
4,738
+668
+16% +$77.9K 0.35% 58
2020
Q1 		$447K Buy
4,070
+12
+0.3% +$1.44K 0.4% 51
2019
Q4 		$506K Hold
4,058
– – 0.42% 45
2019
Q3 		$504K Hold
4,058
– – 0.47% 45
2019
Q2 		$444K Hold
4,058
– – 0.44% 49
2019
Q1 		$422K Buy
4,058
+35
+0.9% +$3.41K 0.44% 49
2018
Q4 		$369K Buy
+4,023
New +$360K 0.45% 48

Other funds holding PG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Xcel Wealth Management's PG Position: Q3 2026 in Review

Xcel Wealth Management opened a new position in Procter & Gamble (PG) in Q3 2026: 4,358 shares worth $633K. The stake represents 0.16% of the portfolio and ranks #94 among its holdings. This is a return to the name: Xcel Wealth Management previously reported a position in PG as recently as Q1 2026.

Xcel Wealth Management first reported a position in PG in Q4 2018 and has held it in 31 quarters since. The position peaked at $929K in Q1 2024. 2,830 funds tracked by Wall St. Rank hold PG as of Q3 2026.

  • Xcel Wealth Management held 4,358 shares of Procter & Gamble worth $633K as of Q3 2026.
  • Procter & Gamble was a new Xcel Wealth Management position in Q3 2026.
  • Procter & Gamble made up 0.16% of Xcel Wealth Management's portfolio in Q3 2026, its #94 holding.
  • Xcel Wealth Management first reported a position in Procter & Gamble in Q4 2018 and has held it in 31 quarters since.
  • Xcel Wealth Management's Procter & Gamble position peaked at $929K in Q1 2024.
  • 2,830 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on Xcel Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.