Carroll Advisory Group’s Procter & Gamble PG Stock Holding History

Carroll Advisory Group’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	$8.27M	Sell	56,399 -30	-0.1%	-$4.37K	2.72%	11
2026 Q1	$8.15M	Sell	56,429 -136	-0.2%	-$20.6K	3.16%	11
2025 Q4	$8.11M	Buy	+56,565	New	+$8.34M	3.51%	9

Other funds holding PG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Carroll Advisory Group's PG Position: Q2 2026 in Review

Carroll Advisory Group reduced its Procter & Gamble (PG) stake by 0.05% in Q2 2026, selling an estimated $4.37K and leaving 56,399 shares worth $8.27M. The position accounts for 2.72% of the portfolio, ranked #11.

Carroll Advisory Group first reported a position in PG in Q4 2025 and has held it in 3 quarters since. 4,011 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Carroll Advisory Group held 56,399 shares of Procter & Gamble worth $8.27M as of Q2 2026.
Carroll Advisory Group sold 30 Procter & Gamble shares in Q2 2026, an estimated $4.37K.
Procter & Gamble made up 2.72% of Carroll Advisory Group's portfolio in Q2 2026, its #11 holding.
Carroll Advisory Group first reported a position in Procter & Gamble in Q4 2025 and has held it in 3 quarters since.
4,011 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Carroll Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.