AO
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Advisor OS’s Procter & Gamble PG Stock Holding History

Advisor OS’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 		$3.82M Buy
26,479
+144
+0.5% +$21.8K 0.28% 59
2025
Q4 		$3.77M Buy
26,335
+2,265
+9% +$334K 0.3% 54
2025
Q3 		$3.7M Sell
24,070
-244
-1% -$38.1K 0.32% 46
2025
Q2 		$3.87M Buy
24,314
+1,077
+5% +$176K 0.38% 38
2025
Q1 		$3.96M Buy
23,237
+187
+0.8% +$31.3K 0.45% 36
2024
Q4 		$3.86M Buy
23,050
+1,214
+6% +$207K 0.45% 36
2024
Q3 		$3.78M Buy
21,836
+2,115
+11% +$359K 0.38% 45
2024
Q2 		$3.25M Buy
19,721
+1,664
+9% +$272K 0.36% 48
2024
Q1 		$2.93M Buy
18,057
+2,732
+18% +$428K 0.34% 55
2023
Q4 		$2.25M Buy
15,325
+1,529
+11% +$226K 0.29% 67
2023
Q3 		$2.01M Sell
13,796
-3,763
-21% -$575K 0.3% 59
2023
Q2 		$2.66M Buy
17,559
+1,662
+10% +$251K 0.44% 44
2023
Q1 		$2.36M Sell
15,897
-117
-0.7% -$16.7K 0.57% 42
2022
Q4 		$2.43M Buy
16,014
+3,565
+29% +$500K 0.64% 38
2022
Q3 		$1.57M Sell
12,449
-979
-7% -$139K 0.47% 44
2022
Q2 		$1.93M Buy
13,428
+2,969
+28% +$446K 0.56% 41
2022
Q1 		$1.6M Buy
10,459
+1,113
+12% +$174K 0.46% 47
2021
Q4 		$1.53M Buy
9,346
+679
+8% +$101K 0.31% 80
2021
Q3 		$1.21M Buy
8,667
+425
+5% +$60.2K 0.26% 89
2021
Q2 		$1.11M Buy
8,242
+1,285
+18% +$174K 0.23% 84
2021
Q1 		$942K Buy
6,957
+580
+9% +$75.7K 0.21% 83
2020
Q4 		$888K Buy
6,377
+3,879
+155% +$542K 0.24% 59
2020
Q3 		$347K Sell
2,498
-3,282
-57% -$436K 0.15% 71
2020
Q2 		$691K Buy
+5,780
New +$674K 0.41% 49

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

Advisor OS's PG Position: Q1 2026 in Review

Advisor OS increased its Procter & Gamble (PG) stake by 0.55% in Q1 2026, buying an estimated $21.8K and bringing the position to 26,479 shares worth $3.82M. The position accounts for 0.28% of the portfolio, ranked #59.

Advisor OS first reported a position in PG in Q2 2020 and has held it in 24 quarters since. The position peaked at $3.96M in Q1 2025. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Advisor OS held 26,479 shares of Procter & Gamble worth $3.82M as of Q1 2026.
  • Advisor OS bought 144 Procter & Gamble shares in Q1 2026, an estimated $21.8K.
  • Procter & Gamble made up 0.28% of Advisor OS's portfolio in Q1 2026, its #59 holding.
  • Advisor OS first reported a position in Procter & Gamble in Q2 2020 and has held it in 24 quarters since.
  • Advisor OS's Procter & Gamble position peaked at $3.96M in Q1 2025.
  • 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.