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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
Q2 		$18.8M Buy
128,527
+8,706
+7% +$1.27M 0.29% 72
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Arkadios Wealth Advisors's PG Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Procter & Gamble (PG) stake by 7.3% in Q2 2026, buying an estimated $1.27M and bringing the position to 128,527 shares worth $18.8M. The position accounts for 0.29% of the portfolio, ranked #72.

Arkadios Wealth Advisors first reported a position in PG in Q4 2019 and has held it in 27 quarters since. 4,019 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Arkadios Wealth Advisors held 128,527 shares of Procter & Gamble worth $18.8M as of Q2 2026.
  • Arkadios Wealth Advisors bought 8,706 Procter & Gamble shares in Q2 2026, an estimated $1.27M.
  • Procter & Gamble made up 0.29% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #72 holding.
  • Arkadios Wealth Advisors first reported a position in Procter & Gamble in Q4 2019 and has held it in 27 quarters since.
  • 4,019 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.