Alpha Financial Advisors’s Procter & Gamble PG Stock Holding History

Alpha Financial 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	$237K	Sell	1,639 -42	-2%	-$6.37K	0.07%	56
2025 Q4	$241K	Sell	1,681 -277	-14%	-$40.8K	0.07%	61
2025 Q3	$301K	Sell	1,958 -18	-0.9%	-$2.81K	0.11%	46
2025 Q2	$315K	Buy	1,976 +377	+24%	+$61.5K	0.12%	40
2025 Q1	$273K	Buy	1,599 +6	+0.4%	+$1K	0.12%	38
2024 Q4	$267K	Sell	1,593 -1	-0.1%	-$170	0.12%	40
2024 Q3	$276K	Buy	1,594 +119	+8%	+$20.2K	0.12%	38
2024 Q2	$243K	Sell	1,475 -3	-0.2%	-$490	0.12%	37
2024 Q1	$240K	Buy	1,478 +3	+0.2%	+$471	0.11%	39
2023 Q4	$216K	Buy	1,475 +40	+3%	+$5.92K	0.11%	39
2023 Q3	$209K	Buy	1,435 +80	+6%	+$12.2K	0.13%	41
2023 Q2	$206K	Hold	1,355	–	–	0.13%	39
2023 Q1	$201K	Sell	1,355 -538	-28%	-$76.9K	0.14%	45
2022 Q4	$287K	Buy	+1,893	New	+$265K	0.25%	31

Other funds holding PG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Alpha Financial Advisors's PG Position: Q1 2026 in Review

Alpha Financial Advisors reduced its Procter & Gamble (PG) stake by 2.5% in Q1 2026, selling an estimated $6.37K and leaving 1,639 shares worth $237K. The position accounts for 0.07% of the portfolio, ranked #56.

Alpha Financial Advisors first reported a position in PG in Q4 2022 and has held it in 14 quarters since. The position peaked at $315K in Q2 2025. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Alpha Financial Advisors held 1,639 shares of Procter & Gamble worth $237K as of Q1 2026.
Alpha Financial Advisors sold 42 Procter & Gamble shares in Q1 2026, an estimated $6.37K.
Procter & Gamble made up 0.07% of Alpha Financial Advisors's portfolio in Q1 2026, its #56 holding.
Alpha Financial Advisors first reported a position in Procter & Gamble in Q4 2022 and has held it in 14 quarters since.
Alpha Financial Advisors's Procter & Gamble position peaked at $315K in Q2 2025.
3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Alpha Financial Advisors's 13F filing for Q1 2026, filed 12 May 2026.