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Beacon Investment Advisors’s Procter & Gamble PG Stock Holding History

Beacon Investment 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 		$373K Buy
2,546
+14
+0.6% +$2.04K 0.12% 138
2026
Q1 		$366K Sell
2,532
-56
-2% -$8.49K 0.14% 129
2025
Q4 		$371K Buy
2,588
+13
+0.5% +$1.92K 0.15% 124
2025
Q3 		$396K Buy
2,575
+872
+51% +$136K 0.16% 120
2025
Q2 		$272K Buy
1,703
+8
+0.5% +$1.31K 0.12% 138
2025
Q1 		$289K Buy
+1,695
New +$284K 0.14% 132

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

Beacon Investment Advisors's PG Position: Q2 2026 in Review

Beacon Investment Advisors increased its Procter & Gamble (PG) stake by 0.55% in Q2 2026, buying an estimated $2.04K and bringing the position to 2,546 shares worth $373K. The position accounts for 0.12% of the portfolio, ranked #138.

Beacon Investment Advisors first reported a position in PG in Q1 2025 and has held it in 6 quarters since. The position peaked at $396K in Q3 2025. 4,028 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Beacon Investment Advisors held 2,546 shares of Procter & Gamble worth $373K as of Q2 2026.
  • Beacon Investment Advisors bought 14 Procter & Gamble shares in Q2 2026, an estimated $2.04K.
  • Procter & Gamble made up 0.12% of Beacon Investment Advisors's portfolio in Q2 2026, its #138 holding.
  • Beacon Investment Advisors first reported a position in Procter & Gamble in Q1 2025 and has held it in 6 quarters since.
  • Beacon Investment Advisors's Procter & Gamble position peaked at $396K in Q3 2025.
  • 4,028 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Beacon Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.