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Atlas Private Wealth Advisors’s Procter & Gamble PG Stock Holding History

Atlas Private 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 		$325K Sell
2,252
-498
-18% -$75.5K 0.08% 99
2025
Q4 		$394K Sell
2,750
-329
-11% -$48.5K 0.09% 96
2025
Q3 		$473K Sell
3,079
-5,374
-64% -$839K 0.12% 83
2025
Q2 		$1.35M Sell
8,453
-2,488
-23% -$406K 0.17% 70
2025
Q1 		$1.86M Sell
10,941
-5,671
-34% -$950K 0.26% 52
2024
Q4 		$2.79M Buy
16,612
+184
+1% +$31.3K 0.4% 39
2024
Q3 		$2.85M Buy
16,428
+287
+2% +$48.7K 0.41% 33
2024
Q2 		$2.66M Buy
16,141
+8,257
+105% +$1.35M 0.43% 31
2024
Q1 		$1.28M Sell
7,884
-8,205
-51% -$1.29M 0.43% 32
2023
Q4 		$2.36M Sell
16,089
-57
-0.4% -$8.44K 0.44% 31
2023
Q3 		$2.36M Buy
16,146
+2,213
+16% +$338K 0.45% 37
2023
Q2 		$2.11M Buy
13,933
+7,217
+107% +$1.09M 0.43% 40
2023
Q1 		$999K Sell
6,716
-531
-7% -$75.9K 0.46% 38
2022
Q4 		$1.1M Sell
7,247
-207
-3% -$29K 0.59% 33
2022
Q3 		$941K Sell
7,454
-175
-2% -$24.9K 0.57% 39
2022
Q2 		$1.1M Sell
7,629
-1,090
-13% -$164K 0.66% 35
2022
Q1 		$1.33M Buy
8,719
+245
+3% +$38.3K 0.59% 37
2021
Q4 		$1.39M Sell
8,474
-159
-2% -$23.6K 0.64% 41
2021
Q3 		$1.21M Buy
8,633
+523
+6% +$74.1K 0.63% 31
2021
Q2 		$1.09M Buy
8,110
+141
+2% +$19.1K 0.59% 32
2021
Q1 		$1.08M Buy
7,969
+1,012
+15% +$132K 0.6% 34
2020
Q4 		$968K Buy
6,957
+563
+9% +$78.7K 0.65% 33
2020
Q3 		$889K Buy
6,394
+163
+3% +$21.6K 0.74% 29
2020
Q2 		$745K Buy
+6,231
New +$727K 0.66% 32

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

Atlas Private Wealth Advisors reduced its Procter & Gamble (PG) stake by 18% in Q1 2026, selling an estimated $75.5K and leaving 2,252 shares worth $325K. The position accounts for 0.08% of the portfolio, ranked #99.

Atlas Private Wealth Advisors first reported a position in PG in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.85M in Q3 2024. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Atlas Private Wealth Advisors held 2,252 shares of Procter & Gamble worth $325K as of Q1 2026.
  • Atlas Private Wealth Advisors sold 498 Procter & Gamble shares in Q1 2026, an estimated $75.5K.
  • Procter & Gamble made up 0.08% of Atlas Private Wealth Advisors's portfolio in Q1 2026, its #99 holding.
  • Atlas Private Wealth Advisors first reported a position in Procter & Gamble in Q2 2020 and has held it in 24 quarters since.
  • Atlas Private Wealth Advisors's Procter & Gamble position peaked at $2.85M in Q3 2024.
  • 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.