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Baron Silver Stevens Financial Advisors’s Procter & Gamble PG Stock Holding History

Baron Silver Stevens Financial 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 		$1.17M Sell
7,956
-85
-1% -$12.4K 0.15% 63
2026
Q1 		$1.16M Sell
8,041
-2,136
-21% -$324K 0.17% 55
2025
Q4 		$1.46M Sell
10,177
-520
-5% -$76.7K 0.21% 52
2025
Q3 		$1.64M Buy
10,697
+567
+6% +$88.6K 0.24% 49
2025
Q2 		$1.61M Buy
10,130
+474
+5% +$77.4K 0.26% 50
2025
Q1 		$1.65M Sell
9,656
-1,093
-10% -$183K 0.29% 44
2024
Q4 		$1.8M Buy
10,749
+5,389
+101% +$918K 0.31% 41
2024
Q3 		$928K Sell
5,360
-96
-2% -$16.3K 0.16% 55
2024
Q2 		$900K Sell
5,456
-241
-4% -$39.4K 0.17% 54
2024
Q1 		$924K Buy
5,697
+241
+4% +$37.8K 0.18% 54
2023
Q4 		$800K Buy
5,456
+175
+3% +$25.9K 0.17% 53
2023
Q3 		$770K Sell
5,281
-70
-1% -$10.7K 0.17% 50
2023
Q2 		$812K Buy
5,351
+2,278
+74% +$343K 0.18% 46
2023
Q1 		$457K Sell
3,073
-99
-3% -$14.2K 0.12% 58
2022
Q4 		$481K Buy
+3,172
New +$445K 0.12% 53
2022
Q3 		– Sell
-3,653
Closed -$525K – 137
2022
Q2 		$525K Buy
3,653
+776
+27% +$117K 0.14% 52
2022
Q1 		$439K Sell
2,877
-184
-6% -$28.8K 0.1% 57
2021
Q4 		$500K Buy
3,061
+91
+3% +$13.5K 0.12% 52
2021
Q3 		$415K Sell
2,970
-165
-5% -$23.4K 0.11% 51
2021
Q2 		$423K Buy
3,135
+404
+15% +$54.7K 0.11% 52
2021
Q1 		$369K Buy
2,731
+19
+0.7% +$2.48K 0.2% 31
2020
Q4 		$377K Buy
+2,712
New +$379K 0.13% 47

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

Baron Silver Stevens Financial Advisors's PG Position: Q2 2026 in Review

Baron Silver Stevens Financial Advisors reduced its Procter & Gamble (PG) stake by 1.1% in Q2 2026, selling an estimated $12.4K and leaving 7,956 shares worth $1.17M. The position accounts for 0.15% of the portfolio, ranked #63.

Baron Silver Stevens Financial Advisors first reported a position in PG in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.8M in Q4 2024. 4,032 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Baron Silver Stevens Financial Advisors held 7,956 shares of Procter & Gamble worth $1.17M as of Q2 2026.
  • Baron Silver Stevens Financial Advisors sold 85 Procter & Gamble shares in Q2 2026, an estimated $12.4K.
  • Procter & Gamble made up 0.15% of Baron Silver Stevens Financial Advisors's portfolio in Q2 2026, its #63 holding.
  • Baron Silver Stevens Financial Advisors first reported a position in Procter & Gamble in Q4 2020 and has held it in 22 quarters since.
  • Baron Silver Stevens Financial Advisors's Procter & Gamble position peaked at $1.8M in Q4 2024.
  • 4,032 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.