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Aviso Financial’s Procter & Gamble PG Stock Holding History

Aviso Financial’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 		$4.94M Buy
34,204
+176
+0.5% +$26.7K 0.18% 67
2025
Q4 		$4.88M Buy
34,028
+1,183
+4% +$174K 0.19% 63
2025
Q3 		$5.05M Buy
32,845
+2,104
+7% +$329K 0.21% 60
2025
Q2 		$4.9M Buy
30,741
+2,927
+11% +$478K 0.22% 59
2025
Q1 		$4.74M Buy
27,814
+2,960
+12% +$496K 0.23% 62
2024
Q4 		$4.17M Buy
24,854
+2,502
+11% +$426K 0.21% 65
2024
Q3 		$3.87M Buy
22,352
+3,088
+16% +$524K 0.19% 68
2024
Q2 		$3.18M Buy
+19,264
New +$3.15M 0.18% 69

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

Aviso Financial's PG Position: Q1 2026 in Review

Aviso Financial increased its Procter & Gamble (PG) stake by 0.52% in Q1 2026, buying an estimated $26.7K and bringing the position to 34,204 shares worth $4.94M. The position accounts for 0.18% of the portfolio, ranked #67.

Aviso Financial first reported a position in PG in Q2 2024 and has held it in 8 quarters since. The position peaked at $5.05M in Q3 2025. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Aviso Financial held 34,204 shares of Procter & Gamble worth $4.94M as of Q1 2026.
  • Aviso Financial bought 176 Procter & Gamble shares in Q1 2026, an estimated $26.7K.
  • Procter & Gamble made up 0.18% of Aviso Financial's portfolio in Q1 2026, its #67 holding.
  • Aviso Financial first reported a position in Procter & Gamble in Q2 2024 and has held it in 8 quarters since.
  • Aviso Financial's Procter & Gamble position peaked at $5.05M in Q3 2025.
  • 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.