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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
Q2 		$5.22M Buy
35,615
+1,411
+4% +$205K 0.18% 60
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 $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 $3.37T AUM 44.26% 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

Aviso Financial's PG Position: Q2 2026 in Review

Aviso Financial increased its Procter & Gamble (PG) stake by 4.1% in Q2 2026, buying an estimated $205K and bringing the position to 35,615 shares worth $5.22M. The position accounts for 0.18% of the portfolio, ranked #60.

Aviso Financial first reported a position in PG in Q2 2024 and has held it in 9 quarters since. 4,033 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Aviso Financial held 35,615 shares of Procter & Gamble worth $5.22M as of Q2 2026.
  • Aviso Financial bought 1,411 Procter & Gamble shares in Q2 2026, an estimated $205K.
  • Procter & Gamble made up 0.18% of Aviso Financial's portfolio in Q2 2026, its #60 holding.
  • Aviso Financial first reported a position in Procter & Gamble in Q2 2024 and has held it in 9 quarters since.
  • 4,033 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Aviso Financial's 13F filing for Q2 2026, filed 13 Aug 2026.