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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
Q2 		$234K Sell
1,594
-45
-3% -$6.55K 0.06% 88
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
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

Alpha Financial Advisors's PG Position: Q2 2026 in Review

Alpha Financial Advisors reduced its Procter & Gamble (PG) stake by 2.7% in Q2 2026, selling an estimated $6.55K and leaving 1,594 shares worth $234K. The position accounts for 0.06% of the portfolio, ranked #88.

Alpha Financial Advisors first reported a position in PG in Q4 2022 and has held it in 15 quarters since. The position peaked at $315K in Q2 2025. 4,028 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Alpha Financial Advisors held 1,594 shares of Procter & Gamble worth $234K as of Q2 2026.
  • Alpha Financial Advisors sold 45 Procter & Gamble shares in Q2 2026, an estimated $6.55K.
  • Procter & Gamble made up 0.06% of Alpha Financial Advisors's portfolio in Q2 2026, its #88 holding.
  • Alpha Financial Advisors first reported a position in Procter & Gamble in Q4 2022 and has held it in 15 quarters since.
  • Alpha Financial Advisors's Procter & Gamble position peaked at $315K in Q2 2025.
  • 4,028 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Alpha Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.