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

Bell 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 		$2.81M Buy
19,156
+337
+2% +$49.1K 0.41% 34
2026
Q1 		$2.72M Buy
18,819
+15,675
+499% +$2.38M 0.43% 36
2025
Q4 		$451K Sell
3,144
-147
-4% -$21.7K 0.07% 82
2025
Q3 		$506K Sell
3,291
-250
-7% -$39K 0.08% 76
2025
Q2 		$564K Buy
3,541
+491
+16% +$80.1K 0.1% 69
2025
Q1 		$520K Buy
3,050
+33
+1% +$5.53K 0.1% 65
2024
Q4 		$506K Sell
3,017
-33
-1% -$5.62K 0.09% 66
2024
Q3 		$528K Hold
3,050
– – 0.1% 67
2024
Q2 		$503K Buy
3,050
+84
+3% +$13.7K 0.1% 65
2024
Q1 		$481K Sell
2,966
-235
-7% -$36.9K 0.09% 67
2023
Q4 		$469K Buy
3,201
+31
+1% +$4.59K 0.1% 61
2023
Q3 		$462K Buy
3,170
+1,124
+55% +$172K 0.1% 60
2023
Q2 		$310K Buy
2,046
+32
+2% +$4.82K 0.07% 73
2023
Q1 		$299K Buy
2,014
+16
+0.8% +$2.29K 0.07% 69
2022
Q4 		$303K Sell
1,998
-150
-7% -$21K 0.08% 66
2022
Q3 		$271K Buy
2,148
+78
+4% +$11.1K 0.08% 57
2022
Q2 		$298K Buy
+2,070
New +$311K 0.09% 55
2021
Q4 		$342K Buy
2,093
+115
+6% +$17.1K 0.09% 59
2021
Q3 		$277K Buy
+1,978
New +$280K 0.08% 59

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

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

Bell Investment Advisors increased its Procter & Gamble (PG) stake by 1.8% in Q2 2026, buying an estimated $49.1K and bringing the position to 19,156 shares worth $2.81M. The position accounts for 0.41% of the portfolio, ranked #34.

Bell Investment Advisors first reported a position in PG in Q3 2021 and has held it in 19 quarters since. 4,000 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Bell Investment Advisors held 19,156 shares of Procter & Gamble worth $2.81M as of Q2 2026.
  • Bell Investment Advisors bought 337 Procter & Gamble shares in Q2 2026, an estimated $49.1K.
  • Procter & Gamble made up 0.41% of Bell Investment Advisors's portfolio in Q2 2026, its #34 holding.
  • Bell Investment Advisors first reported a position in Procter & Gamble in Q3 2021 and has held it in 19 quarters since.
  • 4,000 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.