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DHJJ Financial Advisors’s Procter & Gamble PG Stock Holding History

DHJJ 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
Q2 		$164K Hold
1,118
– – 0.05% 241
2026
Q1 		$161K Hold
1,118
– – 0.05% 228
2025
Q4 		$160K Hold
1,118
– – 0.05% 214
2025
Q3 		$172K Sell
1,118
-2
-0.2% -$312 0.06% 191
2025
Q2 		$178K Hold
1,120
– – 0.06% 182
2025
Q1 		$191K Hold
1,120
– – 0.08% 163
2024
Q4 		$188K Sell
1,120
-9
-0.8% -$1.53K 0.07% 162
2024
Q3 		$196K Hold
1,129
– – 0.08% 155
2024
Q2 		$186K Hold
1,129
– – 0.08% 150
2024
Q1 		$183K Hold
1,129
– – 0.08% 147
2023
Q4 		$165K Hold
1,129
– – 0.08% 152
2023
Q3 		$165K Buy
+1,129
New +$172K 0.08% 138

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

DHJJ Financial Advisors's PG Position: Q2 2026 in Review

DHJJ Financial Advisors held its Procter & Gamble (PG) position steady in Q2 2026 at 1,118 shares worth $164K. The position accounts for 0.05% of the portfolio, ranked #241.

DHJJ Financial Advisors first reported a position in PG in Q3 2023 and has held it in 12 quarters since. The position peaked at $196K in Q3 2024. 3,998 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • DHJJ Financial Advisors held 1,118 shares of Procter & Gamble worth $164K as of Q2 2026.
  • DHJJ Financial Advisors left its Procter & Gamble share count unchanged in Q2 2026.
  • Procter & Gamble made up 0.05% of DHJJ Financial Advisors's portfolio in Q2 2026, its #241 holding.
  • DHJJ Financial Advisors first reported a position in Procter & Gamble in Q3 2023 and has held it in 12 quarters since.
  • DHJJ Financial Advisors's Procter & Gamble position peaked at $196K in Q3 2024.
  • 3,998 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.