Delos Wealth Advisors’s Procter & Gamble PG Stock Holding History

Delos Wealth 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	$169K	Hold	1,170	–	–	0.1%	88
2025 Q4	$168K	Sell	1,170 -85	-7%	-$12.5K	0.11%	59
2025 Q3	$193K	Buy	1,255 +255	+26%	+$39.8K	0.13%	58
2025 Q2	$159K	Buy	+1,000	New	+$163K	0.12%	60
2025 Q1	–	Sell	-1,000	Closed	-$168K	–	152
2024 Q4	$168K	Hold	1,000	–	–	0.13%	53
2024 Q3	$173K	Sell	1,000 -133	-12%	-$22.6K	0.15%	59
2024 Q2	$187K	Buy	1,133 +1,000	+752%	+$163K	0.18%	54
2024 Q1	$21.6K	Buy	133 +125	+1,563%	+$19.6K	0.02%	87
2023 Q4	$1.17K	Hold	8	–	–	﹤0.01%	176
2023 Q3	$1.24K	Hold	8	–	–	﹤0.01%	204
2023 Q2	$1.21K	Hold	8	–	–	﹤0.01%	204
2023 Q1	$1.19K	Hold	8	–	–	﹤0.01%	214
2022 Q4	$1.21K	Hold	8	–	–	﹤0.01%	225
2022 Q3	$1K	Sell	8 -233	-97%	-$33.1K	﹤0.01%	263
2022 Q2	$35K	Hold	241	–	–	0.04%	68
2022 Q1	$37K	Sell	241 -67	-22%	-$10.5K	0.04%	79
2021 Q4	$50K	Buy	+308	New	+$45.7K	0.05%	75

Other funds holding PG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Delos Wealth Advisors's PG Position: Q1 2026 in Review

Delos Wealth Advisors held its Procter & Gamble (PG) position steady in Q1 2026 at 1,170 shares worth $169K. The position accounts for 0.1% of the portfolio, ranked #88.

Delos Wealth Advisors first reported a position in PG in Q4 2021 and has held it in 17 quarters since. The position peaked at $193K in Q3 2025. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Delos Wealth Advisors held 1,170 shares of Procter & Gamble worth $169K as of Q1 2026.
Delos Wealth Advisors left its Procter & Gamble share count unchanged in Q1 2026.
Procter & Gamble made up 0.1% of Delos Wealth Advisors's portfolio in Q1 2026, its #88 holding.
Delos Wealth Advisors first reported a position in Procter & Gamble in Q4 2021 and has held it in 17 quarters since.
Delos Wealth Advisors's Procter & Gamble position peaked at $193K in Q3 2025.
3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Delos Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.