ACA
PG icon

Aptus Capital Advisors’s Procter & Gamble PG Stock Holding History

Aptus Capital 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
2020
Q4 		– Sell
-175,000
Closed -$24.3M – 516
2020
Q3 		$24.3M Buy
+175,000
New +$23.2M 1.29% 15

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

Aptus Capital Advisors's PG Position: Q1 2026 in Review

Aptus Capital Advisors reduced its Procter & Gamble (PG) stake by 12% in Q1 2026, selling an estimated $5.26M and leaving 253,070 shares worth $36.6M. The position accounts for 0.29% of the portfolio, ranked #68.

Aptus Capital Advisors first reported a position in PG in Q1 2019 and has held it in 29 quarters since. The position peaked at $45.7M in Q3 2025. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Aptus Capital Advisors held 253,070 shares of Procter & Gamble worth $36.6M as of Q1 2026.
  • Aptus Capital Advisors sold 34,700 Procter & Gamble shares in Q1 2026, an estimated $5.26M.
  • Procter & Gamble made up 0.29% of Aptus Capital Advisors's portfolio in Q1 2026, its #68 holding.
  • Aptus Capital Advisors first reported a position in Procter & Gamble in Q1 2019 and has held it in 29 quarters since.
  • Aptus Capital Advisors's Procter & Gamble position peaked at $45.7M in Q3 2025.
  • 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.