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Advance Capital Management’s Procter & Gamble PG Stock Holding History

Advance Capital 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
Q1 		$572K Sell
3,961
-81
-2% -$12.3K 0.02% 98
2025
Q4 		$579K Sell
4,042
-187
-4% -$27.6K 0.02% 99
2025
Q3 		$650K Sell
4,229
-93
-2% -$14.5K 0.03% 92
2025
Q2 		$689K Sell
4,322
-55
-1% -$8.98K 0.03% 86
2025
Q1 		$746K Buy
4,377
+1,047
+31% +$175K 0.04% 74
2024
Q4 		$558K Sell
3,330
-27
-0.8% -$4.6K 0.03% 88
2024
Q3 		$581K Buy
3,357
+3
+0.1% +$509 0.03% 84
2024
Q2 		$553K Buy
3,354
+426
+15% +$69.6K 0.03% 82
2024
Q1 		$475K Buy
2,928
+20
+0.7% +$3.14K 0.03% 88
2023
Q4 		$426K Sell
2,908
-157
-5% -$23.3K 0.03% 76
2023
Q3 		$447K Sell
3,065
-22
-0.7% -$3.36K 0.04% 71
2023
Q2 		$468K Sell
3,087
-3,930
-56% -$592K 0.05% 64
2023
Q1 		$1.04M Sell
7,017
-518
-7% -$74K 0.19% 28
2022
Q4 		$1.14M Sell
7,535
-82
-1% -$11.5K 0.15% 28
2022
Q3 		$962K Buy
7,617
+4,590
+152% +$652K 0.12% 25
2022
Q2 		$435K Buy
3,027
+174
+6% +$26.2K 0.05% 48
2022
Q1 		$436K Buy
2,853
+50
+2% +$7.82K 0.05% 52
2021
Q4 		$459K Buy
+2,803
New +$416K 0.09% 48

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

Advance Capital Management's PG Position: Q1 2026 in Review

Advance Capital Management reduced its Procter & Gamble (PG) stake by 2% in Q1 2026, selling an estimated $12.3K and leaving 3,961 shares worth $572K. The position accounts for 0.02% of the portfolio, ranked #98.

Advance Capital Management first reported a position in PG in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.14M in Q4 2022. 3,990 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Advance Capital Management held 3,961 shares of Procter & Gamble worth $572K as of Q1 2026.
  • Advance Capital Management sold 81 Procter & Gamble shares in Q1 2026, an estimated $12.3K.
  • Procter & Gamble made up 0.02% of Advance Capital Management's portfolio in Q1 2026, its #98 holding.
  • Advance Capital Management first reported a position in Procter & Gamble in Q4 2021 and has held it in 18 quarters since.
  • Advance Capital Management's Procter & Gamble position peaked at $1.14M in Q4 2022.
  • 3,990 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Advance Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.