AIM
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Advyzon Investment Management’s Procter & Gamble PG Stock Holding History

Advyzon Investment Management’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 		$2.9M Buy
19,810
+523
+3% +$76.1K 0.21% 105
2026
Q1 		$2.79M Buy
19,287
+2,113
+12% +$320K 0.25% 94
2025
Q4 		$2.46M Buy
17,174
+6,132
+56% +$904K 0.29% 85
2025
Q3 		$1.7M Buy
11,042
+1,319
+14% +$206K 0.29% 75
2025
Q2 		$1.55M Buy
9,723
+3,041
+46% +$496K 0.34% 65
2025
Q1 		$1.14M Buy
6,682
+110
+2% +$18.4K 0.4% 48
2024
Q4 		$1.1M Buy
+6,572
New +$1.12M 0.43% 43

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

Advyzon Investment Management's PG Position: Q2 2026 in Review

Advyzon Investment Management increased its Procter & Gamble (PG) stake by 2.7% in Q2 2026, buying an estimated $76.1K and bringing the position to 19,810 shares worth $2.9M. The position accounts for 0.21% of the portfolio, ranked #105.

Advyzon Investment Management first reported a position in PG in Q4 2024 and has held it in 7 quarters since. 4,000 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Advyzon Investment Management held 19,810 shares of Procter & Gamble worth $2.9M as of Q2 2026.
  • Advyzon Investment Management bought 523 Procter & Gamble shares in Q2 2026, an estimated $76.1K.
  • Procter & Gamble made up 0.21% of Advyzon Investment Management's portfolio in Q2 2026, its #105 holding.
  • Advyzon Investment Management first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
  • 4,000 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.