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Alta Advisers’s Procter & Gamble PG Stock Holding History

Alta Advisers’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 		$1.27M Hold
8,818
– – 0.46% 31
2025
Q4 		$1.26M Sell
8,818
-2,700
-23% -$398K 0.46% 29
2025
Q3 		$1.77M Sell
11,518
-300
-3% -$46.9K 0.54% 28
2025
Q2 		$1.88M Buy
11,818
+200
+2% +$32.6K 0.67% 23
2025
Q1 		$1.98M Buy
11,618
+3,750
+48% +$628K 0.84% 21
2024
Q4 		$1.32M Buy
7,868
+1,246
+19% +$212K 0.83% 21
2024
Q3 		$1.15M Buy
6,622
+222
+3% +$37.7K 0.52% 20
2024
Q2 		$1.06M Buy
6,400
+300
+5% +$49K 0.51% 19
2024
Q1 		$990K Hold
6,100
– – 0.49% 22
2023
Q4 		$894K Hold
6,100
– – 0.48% 22
2023
Q3 		$890K Hold
6,100
– – 0.52% 20
2023
Q2 		$926K Hold
6,100
– – 0.52% 20
2023
Q1 		$907K Hold
6,100
– – 0.54% 18
2022
Q4 		$925K Hold
6,100
– – 0.55% 15
2022
Q3 		$770K Buy
+6,100
New +$867K 0.48% 18
2013
Q4 		– Sell
-335
Closed -$25K – 70
2013
Q3 		$25K Sell
335
-249
-43% -$19.8K 0.01% 74
2013
Q2 		$45K Buy
+584
New +$45.8K 0.02% 63

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

Alta Advisers's PG Position: Q1 2026 in Review

Alta Advisers held its Procter & Gamble (PG) position steady in Q1 2026 at 8,818 shares worth $1.27M. The position accounts for 0.46% of the portfolio, ranked #31.

Alta Advisers first reported a position in PG in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.98M in Q1 2025. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Alta Advisers held 8,818 shares of Procter & Gamble worth $1.27M as of Q1 2026.
  • Alta Advisers left its Procter & Gamble share count unchanged in Q1 2026.
  • Procter & Gamble made up 0.46% of Alta Advisers's portfolio in Q1 2026, its #31 holding.
  • Alta Advisers first reported a position in Procter & Gamble in Q2 2013 and has held it in 17 quarters since.
  • Alta Advisers's Procter & Gamble position peaked at $1.98M in Q1 2025.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Alta Advisers's 13F filing for Q1 2026, filed 7 May 2026.