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AssuredPartners Investment Advisors’s Procter & Gamble PG Stock Holding History

AssuredPartners Investment 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 		$2.83M Buy
19,303
+1,875
+11% +$273K 0.27% 100
2026
Q1 		$2.49M Buy
17,428
+6,268
+56% +$950K 0.27% 95
2025
Q4 		$1.6M Buy
11,160
+4,240
+61% +$625K 0.24% 104
2025
Q3 		$1.06M Buy
6,920
+2,266
+49% +$354K 0.24% 87
2025
Q2 		$742K Sell
4,654
-4,365
-48% -$712K 0.18% 102
2025
Q1 		$1.54M Sell
9,019
-615
-6% -$103K 0.3% 96
2024
Q4 		$1.62M Buy
+9,634
New +$1.64M 0.31% 87

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 $3.38T AUM 44.17% 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

AssuredPartners Investment Advisors's PG Position: Q2 2026 in Review

AssuredPartners Investment Advisors increased its Procter & Gamble (PG) stake by 11% in Q2 2026, buying an estimated $273K and bringing the position to 19,303 shares worth $2.83M. The position accounts for 0.27% of the portfolio, ranked #100.

AssuredPartners Investment Advisors first reported a position in PG in Q4 2024 and has held it in 7 quarters since. 4,043 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • AssuredPartners Investment Advisors held 19,303 shares of Procter & Gamble worth $2.83M as of Q2 2026.
  • AssuredPartners Investment Advisors bought 1,875 Procter & Gamble shares in Q2 2026, an estimated $273K.
  • Procter & Gamble made up 0.27% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #100 holding.
  • AssuredPartners Investment Advisors first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
  • 4,043 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

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