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Adapt Wealth Advisors’s Procter & Gamble PG Stock Holding History

Adapt Wealth 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 		$394K Hold
2,729
– – 0.14% 67
2025
Q4 		$391K Sell
2,729
-8
-0.3% -$1.18K 0.13% 68
2025
Q3 		$421K Buy
2,737
+8
+0.3% +$1.25K 0.16% 67
2025
Q2 		$435K Hold
2,729
– – 0.19% 42
2025
Q1 		$465K Hold
2,729
– – 0.23% 40
2024
Q4 		$457K Buy
2,729
+169
+7% +$28.8K 0.23% 51
2024
Q3 		$443K Hold
2,560
– – 0.24% 44
2024
Q2 		$422K Buy
2,560
+474
+23% +$77.5K 0.26% 47
2024
Q1 		$338K Buy
+2,086
New +$327K 0.24% 39

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

Adapt Wealth Advisors's PG Position: Q1 2026 in Review

Adapt Wealth Advisors held its Procter & Gamble (PG) position steady in Q1 2026 at 2,729 shares worth $394K. The position accounts for 0.14% of the portfolio, ranked #67.

Adapt Wealth Advisors first reported a position in PG in Q1 2024 and has held it in 9 quarters since. The position peaked at $465K in Q1 2025. 3,986 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Adapt Wealth Advisors held 2,729 shares of Procter & Gamble worth $394K as of Q1 2026.
  • Adapt Wealth Advisors left its Procter & Gamble share count unchanged in Q1 2026.
  • Procter & Gamble made up 0.14% of Adapt Wealth Advisors's portfolio in Q1 2026, its #67 holding.
  • Adapt Wealth Advisors first reported a position in Procter & Gamble in Q1 2024 and has held it in 9 quarters since.
  • Adapt Wealth Advisors's Procter & Gamble position peaked at $465K in Q1 2025.
  • 3,986 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Adapt Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.