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Arbor Trust Wealth Advisors’s Procter & Gamble PG Stock Holding History

Arbor Trust Wealth 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 		$2.02M Buy
13,957
+944
+7% +$143K 0.89% 35
2025
Q4 		$1.86M Sell
13,013
-713
-5% -$105K 0.82% 35
2025
Q3 		$2.11M Buy
13,726
+243
+2% +$38K 0.95% 33
2025
Q2 		$2.15M Sell
13,483
-343
-2% -$56K 1.05% 32
2025
Q1 		$2.36M Buy
13,826
+746
+6% +$125K 1.11% 32
2024
Q4 		$2.19M Buy
13,080
+119
+0.9% +$20.3K 1.03% 33
2024
Q3 		$2.14M Hold
12,961
– – 1.12% 31
2024
Q2 		$2.14M Buy
12,961
+65
+0.5% +$10.6K 1.12% 31
2024
Q1 		$2.03M Sell
12,896
-783
-6% -$123K 1.11% 30
2023
Q4 		$2M Sell
13,679
-31
-0.2% -$4.59K 1.19% 28
2023
Q3 		$2M Buy
13,710
+574
+4% +$87.7K 1.32% 27
2023
Q2 		$1.99M Sell
13,136
-291
-2% -$43.9K 1.27% 27
2023
Q1 		$2M Sell
13,427
-800
-6% -$114K 1.31% 26
2022
Q4 		$2.16M Buy
14,227
+1,239
+10% +$174K 1.49% 25
2022
Q3 		$1.64M Sell
12,988
-770
-6% -$109K 1.25% 27
2022
Q2 		$1.98M Buy
13,758
+769
+6% +$116K 1.38% 26
2022
Q1 		$1.99M Sell
12,989
-428
-3% -$67K 1.19% 26
2021
Q4 		$2.19M Buy
13,417
+100
+0.8% +$14.8K 1.27% 25
2021
Q3 		$1.86M Sell
13,317
-100
-0.7% -$14.2K 1.16% 27
2021
Q2 		$1.81M Sell
13,417
-190
-1% -$25.7K 1.14% 27
2021
Q1 		$1.85M Buy
13,607
+230
+2% +$30K 1.23% 25
2020
Q4 		$1.86M Buy
13,377
+15
+0.1% +$2.1K 1.35% 26
2020
Q3 		$1.86M Sell
13,362
-116
-0.9% -$15.4K 1.61% 21
2020
Q2 		$1.61M Sell
13,478
-308
-2% -$35.9K 1.46% 23
2020
Q1 		$1.52M Buy
13,786
+44
+0.3% +$5.28K 1.6% 19
2019
Q4 		$1.72M Buy
+13,742
New +$1.68M 1.47% 22

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

Arbor Trust Wealth Advisors's PG Position: Q1 2026 in Review

Arbor Trust Wealth Advisors increased its Procter & Gamble (PG) stake by 7.3% in Q1 2026, buying an estimated $143K and bringing the position to 13,957 shares worth $2.02M. The position accounts for 0.89% of the portfolio, ranked #35.

Arbor Trust Wealth Advisors first reported a position in PG in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.36M in Q1 2025. 3,986 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Arbor Trust Wealth Advisors held 13,957 shares of Procter & Gamble worth $2.02M as of Q1 2026.
  • Arbor Trust Wealth Advisors bought 944 Procter & Gamble shares in Q1 2026, an estimated $143K.
  • Procter & Gamble made up 0.89% of Arbor Trust Wealth Advisors's portfolio in Q1 2026, its #35 holding.
  • Arbor Trust Wealth Advisors first reported a position in Procter & Gamble in Q4 2019 and has held it in 26 quarters since.
  • Arbor Trust Wealth Advisors's Procter & Gamble position peaked at $2.36M in Q1 2025.
  • 3,986 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Arbor Trust Wealth Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.