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Atlas Legacy Advisors’s Procter & Gamble PG Stock Holding History

Atlas Legacy 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 		$508K Buy
3,464
+56
+2% +$8.15K 0.08% 140
2026
Q1 		$492K Sell
3,408
-271
-7% -$41.1K 0.09% 131
2025
Q4 		$529K Sell
3,679
-125
-3% -$18.4K 0.09% 135
2025
Q3 		$584K Buy
3,804
+517
+16% +$80.7K 0.11% 118
2025
Q2 		$524K Sell
3,287
-560
-15% -$91.4K 0.12% 111
2025
Q1 		$656K Buy
3,847
+396
+11% +$66.3K 0.17% 86
2024
Q4 		$579K Buy
+3,451
New +$588K 0.14% 93

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

Atlas Legacy Advisors's PG Position: Q2 2026 in Review

Atlas Legacy Advisors increased its Procter & Gamble (PG) stake by 1.6% in Q2 2026, buying an estimated $8.15K and bringing the position to 3,464 shares worth $508K. The position accounts for 0.08% of the portfolio, ranked #140.

Atlas Legacy Advisors first reported a position in PG in Q4 2024 and has held it in 7 quarters since. The position peaked at $656K in Q1 2025. 4,041 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Atlas Legacy Advisors held 3,464 shares of Procter & Gamble worth $508K as of Q2 2026.
  • Atlas Legacy Advisors bought 56 Procter & Gamble shares in Q2 2026, an estimated $8.15K.
  • Procter & Gamble made up 0.08% of Atlas Legacy Advisors's portfolio in Q2 2026, its #140 holding.
  • Atlas Legacy Advisors first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
  • Atlas Legacy Advisors's Procter & Gamble position peaked at $656K in Q1 2025.
  • 4,041 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Atlas Legacy Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.