B.O.S.S. Retirement Advisors’s Procter & Gamble PG Stock Holding History

B.O.S.S. Retirement 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	$210K	Buy	1,453 +42	+3%	+$6.37K	0.06%	164
2025 Q4	$202K	Sell	1,411 -79	-5%	-$11.6K	0.06%	166
2025 Q3	$229K	Buy	1,490 +90	+6%	+$14.1K	0.05%	177
2025 Q2	$223K	Buy	+1,400	New	+$229K	0.06%	177
2025 Q1	–	Sell	-1,287	Closed	-$216K	–	187
2024 Q4	$216K	Sell	1,287 -31,545	-96%	-$5.37M	0.06%	167
2024 Q3	$5.69M	Buy	32,832 +4,481	+16%	+$761K	1.15%	23
2024 Q2	$4.68M	Buy	28,351 +9,223	+48%	+$1.51M	1.2%	19
2024 Q1	$2.8M	Sell	19,128 -1,403	-7%	-$220K	1.07%	27
2023 Q4	$3.01M	Buy	20,531 +1,774	+9%	+$263K	0.58%	41
2023 Q3	$2.74M	Buy	18,757 +1,862	+11%	+$284K	0.59%	43
2023 Q2	$2.56M	Sell	16,895 -2,805	-14%	-$423K	0.55%	43
2023 Q1	$2.93M	Buy	19,700 +1,401	+8%	+$200K	0.69%	35
2022 Q4	$2.77M	Buy	+18,299	New	+$2.57M	0.71%	34

Other funds holding PG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

B.O.S.S. Retirement Advisors's PG Position: Q1 2026 in Review

B.O.S.S. Retirement Advisors increased its Procter & Gamble (PG) stake by 3% in Q1 2026, buying an estimated $6.37K and bringing the position to 1,453 shares worth $210K. The position accounts for 0.06% of the portfolio, ranked #164.

B.O.S.S. Retirement Advisors first reported a position in PG in Q4 2022 and has held it in 13 quarters since. The position peaked at $5.69M in Q3 2024. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

B.O.S.S. Retirement Advisors held 1,453 shares of Procter & Gamble worth $210K as of Q1 2026.
B.O.S.S. Retirement Advisors bought 42 Procter & Gamble shares in Q1 2026, an estimated $6.37K.
Procter & Gamble made up 0.06% of B.O.S.S. Retirement Advisors's portfolio in Q1 2026, its #164 holding.
B.O.S.S. Retirement Advisors first reported a position in Procter & Gamble in Q4 2022 and has held it in 13 quarters since.
B.O.S.S. Retirement Advisors's Procter & Gamble position peaked at $5.69M in Q3 2024.
3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.