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Advisor Resource Council’s Procter & Gamble PG Stock Holding History

Advisor Resource Council’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
2023
Q4 		– Sell
-2,000
Closed -$292K – 516
2023
Q3 		$292K Hold
2,000
– – 0.15% 111
2023
Q2 		$303K Buy
+2,000
New +$301K 0.14% 112

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 Resource Council's PG Position: Q2 2026 in Review

Advisor Resource Council reduced its Procter & Gamble (PG) stake by 0.67% in Q2 2026, selling an estimated $4.22K and leaving 4,305 shares worth $642K. The position accounts for 0.18% of the portfolio, ranked #110.

Advisor Resource Council first reported a position in PG in Q2 2021 and has held it in 18 quarters since. The position peaked at $4.46M in Q4 2021. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Advisor Resource Council held 4,305 shares of Procter & Gamble worth $642K as of Q2 2026.
  • Advisor Resource Council sold 29 Procter & Gamble shares in Q2 2026, an estimated $4.22K.
  • Procter & Gamble made up 0.18% of Advisor Resource Council's portfolio in Q2 2026, its #110 holding.
  • Advisor Resource Council first reported a position in Procter & Gamble in Q2 2021 and has held it in 18 quarters since.
  • Advisor Resource Council's Procter & Gamble position peaked at $4.46M in Q4 2021.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Advisor Resource Council's 13F filing for Q2 2026, filed 28 Jul 2026.