5th Street Advisors’s Procter & Gamble PG Stock Holding History

5th Street 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	–	Sell	-1,565	Closed	-$224K	–	56
2025 Q4	$224K	Buy	+1,565	New	+$231K	0.1%	45
2025 Q2	–	Sell	-1,325	Closed	-$226K	–	44
2025 Q1	$226K	Buy	+1,325	New	+$222K	0.11%	44
2024 Q4	–	Sell	-1,325	Closed	-$229K	–	38
2024 Q3	$229K	Buy	+1,325	New	+$225K	0.11%	37

Other funds holding PG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

5th Street Advisors's PG Position: Q1 2026 in Review

5th Street Advisors sold out of Procter & Gamble (PG) in Q1 2026, closing a stake of 1,565 shares — an estimated $224K sold.

5th Street Advisors first reported a position in PG in Q3 2024 and held it in 3 quarters. The position peaked at $229K in Q3 2024. 4,007 funds tracked by Wall St. Rank hold PG as of Q1 2026.

5th Street Advisors reported no remaining Procter & Gamble position as of Q1 2026 after selling out during the quarter.
5th Street Advisors sold 1,565 Procter & Gamble shares in Q1 2026, an estimated $224K.
5th Street Advisors first reported a position in Procter & Gamble in Q3 2024 and held it in 3 quarters.
5th Street Advisors's Procter & Gamble position peaked at $229K in Q3 2024.
4,007 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on 5th Street Advisors's 13F filing for Q1 2026, filed 5 May 2026.