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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
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 $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

Baron Silver Stevens Financial Advisors's PG Position: Q1 2026 in Review

Baron Silver Stevens Financial Advisors reduced its Procter & Gamble (PG) stake by 21% in Q1 2026, selling an estimated $324K and leaving 8,041 shares worth $1.16M. The position accounts for 0.17% of the portfolio, ranked #55.

Baron Silver Stevens Financial Advisors first reported a position in PG in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.8M in Q4 2024. 3,987 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Baron Silver Stevens Financial Advisors held 8,041 shares of Procter & Gamble worth $1.16M as of Q1 2026.
  • Baron Silver Stevens Financial Advisors sold 2,136 Procter & Gamble shares in Q1 2026, an estimated $324K.
  • Procter & Gamble made up 0.17% of Baron Silver Stevens Financial Advisors's portfolio in Q1 2026, its #55 holding.
  • Baron Silver Stevens Financial Advisors first reported a position in Procter & Gamble in Q4 2020 and has held it in 21 quarters since.
  • Baron Silver Stevens Financial Advisors's Procter & Gamble position peaked at $1.8M in Q4 2024.
  • 3,987 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.