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AGH Wealth Advisors’s Procter & Gamble PG Stock Holding History

AGH Wealth Advisors’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 		$368K Buy
2,548
+254
+11% +$38.5K 0.27% 72
2025
Q4 		$329K Sell
2,294
-722
-24% -$106K 0.25% 73
2025
Q3 		$463K Sell
3,016
-148
-5% -$23.1K 0.34% 62
2025
Q2 		$504K Buy
3,164
+288
+10% +$47K 0.42% 49
2025
Q1 		$490K Sell
2,876
-73
-2% -$12.2K 0.47% 46
2024
Q4 		$494K Buy
+2,949
New +$502K 0.46% 50

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

AGH Wealth Advisors's PG Position: Q1 2026 in Review

AGH Wealth Advisors increased its Procter & Gamble (PG) stake by 11% in Q1 2026, buying an estimated $38.5K and bringing the position to 2,548 shares worth $368K. The position accounts for 0.27% of the portfolio, ranked #72.

AGH Wealth Advisors first reported a position in PG in Q4 2024 and has held it in 6 quarters since. The position peaked at $504K in Q2 2025. 3,985 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • AGH Wealth Advisors held 2,548 shares of Procter & Gamble worth $368K as of Q1 2026.
  • AGH Wealth Advisors bought 254 Procter & Gamble shares in Q1 2026, an estimated $38.5K.
  • Procter & Gamble made up 0.27% of AGH Wealth Advisors's portfolio in Q1 2026, its #72 holding.
  • AGH Wealth Advisors first reported a position in Procter & Gamble in Q4 2024 and has held it in 6 quarters since.
  • AGH Wealth Advisors's Procter & Gamble position peaked at $504K in Q2 2025.
  • 3,985 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on AGH Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.