American Capital Advisory’s Procter & Gamble PG Stock Holding History

American Capital Advisory’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	$148K	Buy	1,024 +32	+3%	+$4.85K	0.06%	119
2025 Q4	$142K	Buy	992 +13	+1%	+$1.92K	0.06%	123
2025 Q3	$150K	Buy	979 +10	+1%	+$1.56K	0.07%	111
2025 Q2	$154K	Sell	969 -70	-7%	-$11.4K	0.08%	104
2025 Q1	$177K	Buy	1,039 +70	+7%	+$11.7K	0.1%	99
2024 Q4	$162K	Buy	969 +1	+0.1%	+$170	0.09%	104
2024 Q3	$168K	Hold	968	–	–	0.1%	100
2024 Q2	$142K	Buy	968 +421	+77%	+$68.8K	0.1%	97
2024 Q1	$81.3K	Sell	547 -421	-43%	-$66K	0.07%	121
2023 Q4	$142K	Buy	+968	New	+$143K	0.1%	97

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

American Capital Advisory's PG Position: Q1 2026 in Review

American Capital Advisory increased its Procter & Gamble (PG) stake by 3.2% in Q1 2026, buying an estimated $4.85K and bringing the position to 1,024 shares worth $148K. The position accounts for 0.06% of the portfolio, ranked #119.

American Capital Advisory first reported a position in PG in Q4 2023 and has held it in 10 quarters since. The position peaked at $177K in Q1 2025. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

American Capital Advisory held 1,024 shares of Procter & Gamble worth $148K as of Q1 2026.
American Capital Advisory bought 32 Procter & Gamble shares in Q1 2026, an estimated $4.85K.
Procter & Gamble made up 0.06% of American Capital Advisory's portfolio in Q1 2026, its #119 holding.
American Capital Advisory first reported a position in Procter & Gamble in Q4 2023 and has held it in 10 quarters since.
American Capital Advisory's Procter & Gamble position peaked at $177K in Q1 2025.
3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on American Capital Advisory's 13F filing for Q1 2026, filed 29 Apr 2026.