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Alliance Wealth Advisors (Utah)’s Procter & Gamble PG Stock Holding History

Alliance Wealth Advisors (Utah)’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 		$692K Buy
4,718
+600
+15% +$87.3K 0.13% 94
2026
Q1 		$595K Sell
4,118
-1,902
-32% -$288K 0.13% 111
2025
Q4 		$863K Buy
6,020
+63
+1% +$9.29K 0.19% 115
2025
Q3 		$915K Sell
5,957
-59
-1% -$9.21K 0.21% 127
2025
Q2 		$959K Buy
6,016
+232
+4% +$37.9K 0.23% 100
2025
Q1 		$986K Buy
5,784
+346
+6% +$58K 0.26% 97
2024
Q4 		$912K Buy
5,438
+1,333
+32% +$227K 0.24% 104
2024
Q3 		$711K Sell
4,105
-1,362
-25% -$231K 0.19% 124
2024
Q2 		$902K Sell
5,467
-35
-0.6% -$5.72K 0.26% 93
2024
Q1 		$893K Buy
5,502
+98
+2% +$15.4K 0.27% 95
2023
Q4 		$792K Sell
5,404
-288
-5% -$42.7K 0.27% 90
2023
Q3 		$830K Buy
5,692
+19
+0.3% +$2.9K 0.31% 77
2023
Q2 		$861K Buy
5,673
+186
+3% +$28K 0.32% 77
2023
Q1 		$816K Buy
5,487
+2,471
+82% +$353K 0.33% 74
2022
Q4 		$457K Buy
+3,016
New +$423K 0.21% 114

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

Alliance Wealth Advisors (Utah)'s PG Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) increased its Procter & Gamble (PG) stake by 15% in Q2 2026, buying an estimated $87.3K and bringing the position to 4,718 shares worth $692K. The position accounts for 0.13% of the portfolio, ranked #94.

Alliance Wealth Advisors (Utah) first reported a position in PG in Q4 2022 and has held it in 15 quarters since. The position peaked at $986K in Q1 2025. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 4,718 shares of Procter & Gamble worth $692K as of Q2 2026.
  • Alliance Wealth Advisors (Utah) bought 600 Procter & Gamble shares in Q2 2026, an estimated $87.3K.
  • Procter & Gamble made up 0.13% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #94 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in Procter & Gamble in Q4 2022 and has held it in 15 quarters since.
  • Alliance Wealth Advisors (Utah)'s Procter & Gamble position peaked at $986K in Q1 2025.
  • 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.