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Advisortrust Partners’s Procter & Gamble PG Stock Holding History

Advisortrust Partners’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 		$415K Buy
2,829
+28
+1% +$4.08K 0.14% 122
2026
Q1 		$405K Buy
2,801
+180
+7% +$27.3K 0.17% 100
2025
Q4 		$376K Buy
+2,621
New +$386K 0.17% 93

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

Advisortrust Partners's PG Position: Q2 2026 in Review

Advisortrust Partners increased its Procter & Gamble (PG) stake by 1% in Q2 2026, buying an estimated $4.08K and bringing the position to 2,829 shares worth $415K. The position accounts for 0.14% of the portfolio, ranked #122.

Advisortrust Partners first reported a position in PG in Q4 2025 and has held it in 3 quarters since. 3,994 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Advisortrust Partners held 2,829 shares of Procter & Gamble worth $415K as of Q2 2026.
  • Advisortrust Partners bought 28 Procter & Gamble shares in Q2 2026, an estimated $4.08K.
  • Procter & Gamble made up 0.14% of Advisortrust Partners's portfolio in Q2 2026, its #122 holding.
  • Advisortrust Partners first reported a position in Procter & Gamble in Q4 2025 and has held it in 3 quarters since.
  • 3,994 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Advisortrust Partners's 13F filing for Q2 2026, filed 10 Aug 2026.