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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
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 $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

Atlas Legacy Advisors's PG Position: Q1 2026 in Review

Atlas Legacy Advisors reduced its Procter & Gamble (PG) stake by 7.4% in Q1 2026, selling an estimated $41.1K and leaving 3,408 shares worth $492K. The position accounts for 0.09% of the portfolio, ranked #131.

Atlas Legacy Advisors first reported a position in PG in Q4 2024 and has held it in 6 quarters since. The position peaked at $656K in Q1 2025. 3,987 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Atlas Legacy Advisors held 3,408 shares of Procter & Gamble worth $492K as of Q1 2026.
  • Atlas Legacy Advisors sold 271 Procter & Gamble shares in Q1 2026, an estimated $41.1K.
  • Procter & Gamble made up 0.09% of Atlas Legacy Advisors's portfolio in Q1 2026, its #131 holding.
  • Atlas Legacy Advisors first reported a position in Procter & Gamble in Q4 2024 and has held it in 6 quarters since.
  • Atlas Legacy Advisors's Procter & Gamble position peaked at $656K in Q1 2025.
  • 3,987 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Atlas Legacy Advisors's 13F filing for Q1 2026, filed 11 May 2026.