Advocacy Wealth Management Services’s Procter & Gamble PG Stock Holding History

Advocacy Wealth Management Services’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	$586K	Buy	3,998 +427	+12%	+$62.1K	0.02%	124
2026 Q1	$516K	Buy	3,571 +58	+2%	+$8.79K	0.02%	124
2025 Q4	$503K	Sell	3,513 -4	-0.1%	-$590	0.02%	124
2025 Q3	$540K	Buy	+3,517	New	+$549K	0.02%	120
2022 Q4	–	Sell	-15	Closed	-$2K	–	106
2022 Q3	$2K	Hold	15	–	–	﹤0.01%	117
2022 Q2	$2K	Hold	15	–	–	﹤0.01%	125
2022 Q1	$2K	Hold	15	–	–	﹤0.01%	154
2021 Q4	$2K	Hold	15	–	–	﹤0.01%	152
2021 Q3	$2K	Hold	15	–	–	﹤0.01%	148
2021 Q2	$2K	Buy	+15	New	+$2.03K	﹤0.01%	165
2019 Q4	–	Sell	-452	Closed	-$56K	–	153
2019 Q3	$56K	Sell	452 -150	-25%	-$17.7K	0.04%	44
2019 Q2	$66K	Buy	602 +452	+301%	+$48.2K	0.05%	38
2019 Q1	$16K	Sell	150 -200	-57%	-$19.5K	0.02%	91
2018 Q4	$32K	Hold	350	–	–	0.02%	52
2018 Q3	$29K	Hold	350	–	–	0.02%	68
2018 Q2	$27K	Hold	350	–	–	0.02%	68
2018 Q1	$28K	Hold	350	–	–	0.02%	64
2017 Q4	$32K	Hold	350	–	–	0.02%	73
2017 Q3	$32K	Hold	350	–	–	0.01%	95
2017 Q2	$31K	Sell	350 -100	-22%	-$8.81K	0.01%	102
2017 Q1	$40K	Sell	450 -25	-5%	-$2.22K	0.01%	86
2016 Q4	$40K	Sell	475 -724	-60%	-$61.7K	0.01%	87
2016 Q3	$108K	Sell	1,199 -225	-16%	-$19.5K	0.04%	69
2016 Q2	$121K	Sell	1,424 -975	-41%	-$80K	0.06%	92
2016 Q1	$197K	Sell	2,399 -1,194	-33%	-$96.2K	0.14%	90
2015 Q4	$285K	Buy	+3,593	New	+$275K	0.32%	69
2013 Q3	$337K	Buy	4,304 +1,618	+60%	+$129K	0.92%	26
2013 Q2	$207K	Buy	+2,686	New	+$211K	0.83%	35

Other funds holding PG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Advocacy Wealth Management Services's PG Position: Q2 2026 in Review

Advocacy Wealth Management Services increased its Procter & Gamble (PG) stake by 12% in Q2 2026, buying an estimated $62.1K and bringing the position to 3,998 shares worth $586K. The position accounts for 0.02% of the portfolio, ranked #124.

Advocacy Wealth Management Services first reported a position in PG in Q2 2013 and has held it in 28 quarters since. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Advocacy Wealth Management Services held 3,998 shares of Procter & Gamble worth $586K as of Q2 2026.
Advocacy Wealth Management Services bought 427 Procter & Gamble shares in Q2 2026, an estimated $62.1K.
Procter & Gamble made up 0.02% of Advocacy Wealth Management Services's portfolio in Q2 2026, its #124 holding.
Advocacy Wealth Management Services first reported a position in Procter & Gamble in Q2 2013 and has held it in 28 quarters since.
4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.