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Arkadios Wealth Advisors’s Procter & Gamble PG Stock Holding History

Arkadios 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 		$17.3M Buy
119,821
+3,548
+3% +$538K 0.28% 74
2025
Q4 		$16.7M Buy
116,273
+30,846
+36% +$4.55M 0.32% 54
2025
Q3 		$13.1M Buy
85,427
+14,086
+20% +$2.2M 0.31% 55
2025
Q2 		$11.4M Buy
71,341
+13,705
+24% +$2.24M 0.34% 47
2025
Q1 		$9.82M Buy
57,636
+11,426
+25% +$1.91M 0.37% 49
2024
Q4 		$7.75M Buy
46,210
+330
+0.7% +$56.2K 0.42% 48
2024
Q3 		$7.95M Buy
45,880
+6,229
+16% +$1.06M 0.45% 41
2024
Q2 		$6.54M Buy
39,651
+16,041
+68% +$2.62M 0.44% 43
2024
Q1 		$3.83M Sell
23,610
-114
-0.5% -$17.9K 0.3% 77
2023
Q4 		$3.48M Sell
23,724
-441
-2% -$65.3K 0.29% 80
2023
Q3 		$3.52M Buy
24,165
+9,131
+61% +$1.39M 0.33% 69
2023
Q2 		$2.28M Buy
15,034
+892
+6% +$134K 0.27% 95
2023
Q1 		$2.1M Buy
14,142
+338
+2% +$48.3K 0.25% 107
2022
Q4 		$2.09M Sell
13,804
-435
-3% -$61K 0.28% 100
2022
Q3 		$1.8M Buy
14,239
+1,072
+8% +$152K 0.27% 101
2022
Q2 		$1.89M Sell
13,167
-163
-1% -$24.5K 0.28% 93
2022
Q1 		$2.04M Buy
13,330
+1,031
+8% +$161K 0.27% 95
2021
Q4 		$2.01M Buy
12,299
+1,412
+13% +$210K 0.27% 93
2021
Q3 		$1.52M Sell
10,887
-5,064
-32% -$718K 0.22% 111
2021
Q2 		$2.15M Buy
15,951
+1,724
+12% +$233K 0.26% 103
2021
Q1 		$1.93M Buy
14,227
+1,334
+10% +$174K 0.32% 79
2020
Q4 		$1.79M Buy
12,893
+6,132
+91% +$857K 0.38% 75
2020
Q3 		$976K Buy
6,761
+67
+1% +$8.89K 0.49% 48
2020
Q2 		$837K Buy
6,694
+1,376
+26% +$160K 0.46% 44
2020
Q1 		$585K Buy
5,318
+323
+6% +$38.8K 0.37% 65
2019
Q4 		$624K Buy
+4,995
New +$611K 0.37% 67

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

Arkadios Wealth Advisors's PG Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Procter & Gamble (PG) stake by 3.1% in Q1 2026, buying an estimated $538K and bringing the position to 119,821 shares worth $17.3M. The position accounts for 0.28% of the portfolio, ranked #74.

Arkadios Wealth Advisors first reported a position in PG in Q4 2019 and has held it in 26 quarters since. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Arkadios Wealth Advisors held 119,821 shares of Procter & Gamble worth $17.3M as of Q1 2026.
  • Arkadios Wealth Advisors bought 3,548 Procter & Gamble shares in Q1 2026, an estimated $538K.
  • Procter & Gamble made up 0.28% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #74 holding.
  • Arkadios Wealth Advisors first reported a position in Procter & Gamble in Q4 2019 and has held it in 26 quarters since.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.