AO
PG icon

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
Q2 		$3.98M Buy
27,169
+690
+3% +$100K 0.27% 64
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Advisor OS's PG Position: Q2 2026 in Review

Advisor OS increased its Procter & Gamble (PG) stake by 2.6% in Q2 2026, buying an estimated $100K and bringing the position to 27,169 shares worth $3.98M. The position accounts for 0.27% of the portfolio, ranked #64.

Advisor OS first reported a position in PG in Q2 2020 and has held it in 25 quarters since. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Advisor OS held 27,169 shares of Procter & Gamble worth $3.98M as of Q2 2026.
  • Advisor OS bought 690 Procter & Gamble shares in Q2 2026, an estimated $100K.
  • Procter & Gamble made up 0.27% of Advisor OS's portfolio in Q2 2026, its #64 holding.
  • Advisor OS first reported a position in Procter & Gamble in Q2 2020 and has held it in 25 quarters since.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.