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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
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
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

Advocacy Wealth Management Services's PG Position: Q1 2026 in Review

Advocacy Wealth Management Services increased its Procter & Gamble (PG) stake by 1.7% in Q1 2026, buying an estimated $8.79K and bringing the position to 3,571 shares worth $516K. 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 27 quarters since. The position peaked at $540K in Q3 2025. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Advocacy Wealth Management Services held 3,571 shares of Procter & Gamble worth $516K as of Q1 2026.
  • Advocacy Wealth Management Services bought 58 Procter & Gamble shares in Q1 2026, an estimated $8.79K.
  • Procter & Gamble made up 0.02% of Advocacy Wealth Management Services's portfolio in Q1 2026, its #124 holding.
  • Advocacy Wealth Management Services first reported a position in Procter & Gamble in Q2 2013 and has held it in 27 quarters since.
  • Advocacy Wealth Management Services's Procter & Gamble position peaked at $540K in Q3 2025.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2026, filed 12 May 2026.