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Colton Groome Financial Advisors’s Procter & Gamble PG Stock Holding History

Colton Groome 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 		$280K Sell
1,941
-41
-2% -$6.22K 0.08% 114
2025
Q4 		$284K Buy
1,982
+86
+5% +$12.7K 0.08% 115
2025
Q3 		$291K Sell
1,896
-99
-5% -$15.5K 0.09% 111
2025
Q2 		$318K Hold
1,995
– – 0.11% 102
2025
Q1 		$324K Hold
1,995
– – 0.13% 93
2024
Q4 		$334K Buy
1,995
+62
+3% +$10.6K 0.13% 88
2024
Q3 		$335K Buy
1,933
+25
+1% +$4.24K 0.13% 101
2024
Q2 		$315K Sell
1,908
-30
-2% -$4.91K 0.12% 97
2024
Q1 		$314K Sell
1,938
-105
-5% -$16.5K 0.13% 92
2023
Q4 		$299K Sell
2,043
-3,482
-63% -$516K 0.13% 94
2023
Q3 		$806K Buy
5,525
+310
+6% +$47.4K 0.4% 54
2023
Q2 		$791K Buy
5,215
+835
+19% +$126K 0.37% 60
2023
Q1 		$651K Buy
4,380
+657
+18% +$93.9K 0.31% 65
2022
Q4 		$564K Buy
3,723
+1,780
+92% +$250K 0.28% 63
2022
Q3 		$245K Buy
1,943
+400
+26% +$56.8K 0.12% 94
2022
Q2 		$222K Buy
+1,543
New +$232K 0.11% 102
2022
Q1 		– Sell
-3,910
Closed -$640K – 130
2021
Q4 		$640K Buy
3,910
+25
+0.6% +$3.71K 0.26% 66
2021
Q3 		$543K Sell
3,885
-75
-2% -$10.6K 0.24% 63
2021
Q2 		$534K Buy
+3,960
New +$536K 0.24% 64

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

Colton Groome Financial Advisors's PG Position: Q1 2026 in Review

Colton Groome Financial Advisors reduced its Procter & Gamble (PG) stake by 2.1% in Q1 2026, selling an estimated $6.22K and leaving 1,941 shares worth $280K. The position accounts for 0.08% of the portfolio, ranked #114.

Colton Groome Financial Advisors first reported a position in PG in Q2 2021 and has held it in 19 quarters since. The position peaked at $806K in Q3 2023. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Colton Groome Financial Advisors held 1,941 shares of Procter & Gamble worth $280K as of Q1 2026.
  • Colton Groome Financial Advisors sold 41 Procter & Gamble shares in Q1 2026, an estimated $6.22K.
  • Procter & Gamble made up 0.08% of Colton Groome Financial Advisors's portfolio in Q1 2026, its #114 holding.
  • Colton Groome Financial Advisors first reported a position in Procter & Gamble in Q2 2021 and has held it in 19 quarters since.
  • Colton Groome Financial Advisors's Procter & Gamble position peaked at $806K in Q3 2023.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.