CV Advisors’s Procter & Gamble PG Stock Holding History

CV 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 Q3	–	Sell	-1,500	Closed	-$220K	–	138
2026 Q2	$220K	Buy	+1,500	New	+$218K	0.04%	125

Other funds holding PG

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

CV Advisors's PG Position: Q3 2026 in Review

CV Advisors sold out of Procter & Gamble (PG) in Q3 2026, closing a stake of 1,500 shares — an estimated $220K sold.

CV Advisors first reported a position in PG in Q2 2026 and held it in 1 quarter. The position peaked at $220K in Q2 2026. 2,830 funds tracked by Wall St. Rank hold PG as of Q3 2026.

CV Advisors reported no remaining Procter & Gamble position as of Q3 2026 after selling out during the quarter.
CV Advisors sold 1,500 Procter & Gamble shares in Q3 2026, an estimated $220K.
CV Advisors first reported a position in Procter & Gamble in Q2 2026 and held it in 1 quarter.
CV Advisors's Procter & Gamble position peaked at $220K in Q2 2026.
2,830 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on CV Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.