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Claro Advisors’s Procter & Gamble PG Stock Holding History

Claro 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 		$3.94M Sell
27,284
-344
-1% -$52.2K 0.47% 44
2025
Q4 		$3.96M Buy
27,628
+804
+3% +$119K 0.54% 38
2025
Q3 		$4.12M Sell
26,824
-1,570
-6% -$245K 0.6% 34
2025
Q2 		$4.52M Sell
28,394
-5,112
-15% -$834K 0.75% 27
2025
Q1 		$5.71M Sell
33,506
-1,162
-3% -$195K 0.76% 20
2024
Q4 		$5.81M Sell
34,668
-2,848
-8% -$485K 0.79% 23
2024
Q3 		$6.5M Buy
37,516
+1,939
+5% +$329K 0.84% 20
2024
Q2 		$5.87M Buy
35,577
+878
+3% +$144K 0.92% 21
2024
Q1 		$5.63M Sell
34,699
-3,922
-10% -$615K 0.98% 20
2023
Q4 		$5.66M Buy
38,621
+147
+0.4% +$21.8K 1.23% 12
2023
Q3 		$5.61M Buy
38,474
+1,898
+5% +$290K 1.4% 10
2023
Q2 		$5.55M Buy
36,576
+704
+2% +$106K 1.38% 9
2023
Q1 		$5.33M Buy
35,872
+782
+2% +$112K 1.57% 8
2022
Q4 		$5.32M Buy
35,090
+18,367
+110% +$2.57M 1.74% 7
2022
Q3 		$2.4M Hold
16,723
– – 0.96% 21
2022
Q2 		$2.4M Buy
16,723
+2,770
+20% +$416K 0.96% 21
2022
Q1 		$2.28M Hold
13,953
– – 0.82% 23
2021
Q4 		$2.28M Buy
13,953
+906
+7% +$135K 0.82% 23
2021
Q3 		$1.82M Buy
13,047
+385
+3% +$54.6K 0.77% 26
2021
Q2 		$1.71M Buy
12,662
+430
+4% +$58.2K 0.77% 29
2021
Q1 		$1.66M Buy
12,232
+689
+6% +$89.9K 0.84% 26
2020
Q4 		$1.61M Sell
11,543
-342
-3% -$47.8K 0.85% 24
2020
Q3 		$1.65M Buy
11,885
+393
+3% +$52.2K 1.05% 16
2020
Q2 		$1.37M Buy
11,492
+1,221
+12% +$142K 0.95% 20
2020
Q1 		$1.13M Sell
10,271
-1,454
-12% -$175K 1.05% 18
2019
Q4 		$1.46M Buy
11,725
+296
+3% +$36.2K 1.13% 20
2019
Q3 		$1.42M Buy
11,429
+155
+1% +$18.3K 1.26% 17
2019
Q2 		$1.24M Buy
11,274
+707
+7% +$75.4K 1.14% 20
2019
Q1 		$1.1M Buy
10,567
+5,143
+95% +$501K 1.09% 23
2018
Q4 		$451K Buy
+5,424
New +$485K 0.36% 65

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

Claro Advisors's PG Position: Q1 2026 in Review

Claro Advisors reduced its Procter & Gamble (PG) stake by 1.2% in Q1 2026, selling an estimated $52.2K and leaving 27,284 shares worth $3.94M. The position accounts for 0.47% of the portfolio, ranked #44.

Claro Advisors first reported a position in PG in Q4 2018 and has held it in 30 quarters since. The position peaked at $6.5M in Q3 2024. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Claro Advisors held 27,284 shares of Procter & Gamble worth $3.94M as of Q1 2026.
  • Claro Advisors sold 344 Procter & Gamble shares in Q1 2026, an estimated $52.2K.
  • Procter & Gamble made up 0.47% of Claro Advisors's portfolio in Q1 2026, its #44 holding.
  • Claro Advisors first reported a position in Procter & Gamble in Q4 2018 and has held it in 30 quarters since.
  • Claro Advisors's Procter & Gamble position peaked at $6.5M in Q3 2024.
  • 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.