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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
Q2 		$208K Sell
1,420
-33
-2% -$4.8K 0.06% 152
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
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

B.O.S.S. Retirement Advisors's PG Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors reduced its Procter & Gamble (PG) stake by 2.3% in Q2 2026, selling an estimated $4.8K and leaving 1,420 shares worth $208K. The position accounts for 0.06% of the portfolio, ranked #152.

B.O.S.S. Retirement Advisors first reported a position in PG in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.69M in Q3 2024. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • B.O.S.S. Retirement Advisors held 1,420 shares of Procter & Gamble worth $208K as of Q2 2026.
  • B.O.S.S. Retirement Advisors sold 33 Procter & Gamble shares in Q2 2026, an estimated $4.8K.
  • Procter & Gamble made up 0.06% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #152 holding.
  • B.O.S.S. Retirement Advisors first reported a position in Procter & Gamble in Q4 2022 and has held it in 14 quarters since.
  • B.O.S.S. Retirement Advisors's Procter & Gamble position peaked at $5.69M in Q3 2024.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.