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Accordant Advisory Group’s Procter & Gamble PG Stock Holding History

Accordant 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 		$37.7K Hold
261
– – 0.02% 96
2025
Q4 		$37.4K Sell
261
-200
-43% -$29.5K 0.03% 89
2025
Q3 		$70.8K Hold
461
– – 0.05% 78
2025
Q2 		$73.4K Hold
461
– – 0.05% 73
2025
Q1 		$78.6K Hold
461
– – 0.08% 55
2024
Q4 		$77.3K Hold
461
– – 0.07% 55
2024
Q3 		$79.8K Buy
461
+162
+54% +$27.5K 0.06% 58
2024
Q2 		$49.3K Buy
299
+200
+202% +$32.7K 0.05% 76
2024
Q1 		$16.1K Buy
+99
New +$15.5K 0.01% 158

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

Accordant Advisory Group's PG Position: Q1 2026 in Review

Accordant Advisory Group held its Procter & Gamble (PG) position steady in Q1 2026 at 261 shares worth $37.7K. The position accounts for 0.02% of the portfolio, ranked #96.

Accordant Advisory Group first reported a position in PG in Q1 2024 and has held it in 9 quarters since. The position peaked at $79.8K in Q3 2024. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Accordant Advisory Group held 261 shares of Procter & Gamble worth $37.7K as of Q1 2026.
  • Accordant Advisory Group left its Procter & Gamble share count unchanged in Q1 2026.
  • Procter & Gamble made up 0.02% of Accordant Advisory Group's portfolio in Q1 2026, its #96 holding.
  • Accordant Advisory Group first reported a position in Procter & Gamble in Q1 2024 and has held it in 9 quarters since.
  • Accordant Advisory Group's Procter & Gamble position peaked at $79.8K in Q3 2024.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Accordant Advisory Group's 13F filing for Q1 2026, filed 11 May 2026.