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Advocate Investing Services’s Procter & Gamble PG Stock Holding History

Advocate Investing 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 		$1.05M Buy
7,187
+1,530
+27% +$223K 0.81% 29
2026
Q1 		$817K Buy
5,657
+3,435
+155% +$521K 0.69% 39
2025
Q4 		$318K Buy
+2,222
New +$328K 0.29% 69

Other funds holding PG

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Vanguard Capital Management
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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

Advocate Investing Services's PG Position: Q2 2026 in Review

Advocate Investing Services increased its Procter & Gamble (PG) stake by 27% in Q2 2026, buying an estimated $223K and bringing the position to 7,187 shares worth $1.05M. The position accounts for 0.81% of the portfolio, ranked #29.

Advocate Investing Services first reported a position in PG in Q4 2025 and has held it in 3 quarters since. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Advocate Investing Services held 7,187 shares of Procter & Gamble worth $1.05M as of Q2 2026.
  • Advocate Investing Services bought 1,530 Procter & Gamble shares in Q2 2026, an estimated $223K.
  • Procter & Gamble made up 0.81% of Advocate Investing Services's portfolio in Q2 2026, its #29 holding.
  • Advocate Investing Services first reported a position in Procter & Gamble in Q4 2025 and has held it in 3 quarters since.
  • 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.