Diversify Advisory Services’s Procter & Gamble PG Stock Holding History

Diversify Advisory Services’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	$4.05M	Buy	27,270 +25,173	+1,200%	+$3.66M	0.07%	247
2026 Q1	$307K	Sell	2,097 -16,133	-88%	-$2.45M	0.05%	167
2025 Q4	$2.63M	Buy	18,230 +1,784	+11%	+$263K	0.08%	183
2025 Q3	$2.43M	Sell	16,446 -5,953	-27%	-$930K	0.08%	187
2025 Q2	$3.47M	Buy	22,399 +4,817	+27%	+$786K	0.13%	117
2025 Q1	$2.85M	Sell	17,582 -1,956	-10%	-$328K	0.18%	93
2024 Q4	$3.1M	Sell	19,538 -3,284	-14%	-$559K	0.17%	88
2024 Q3	$3.87M	Sell	22,822 -3,665	-14%	-$622K	0.21%	89
2024 Q2	$4.39M	Sell	26,487 -241	-0.9%	-$39.4K	0.24%	78
2024 Q1	$4.29M	Buy	+26,728	New	+$4.19M	0.25%	83

Other funds holding PG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Diversify Advisory Services's PG Position: Q2 2026 in Review

Diversify Advisory Services increased its Procter & Gamble (PG) stake by 1,200% in Q2 2026, buying an estimated $3.66M and bringing the position to 27,270 shares worth $4.05M. The position accounts for 0.07% of the portfolio, ranked #247.

Diversify Advisory Services first reported a position in PG in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.39M in Q2 2024. 3,999 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Diversify Advisory Services held 27,270 shares of Procter & Gamble worth $4.05M as of Q2 2026.
Diversify Advisory Services bought 25,173 Procter & Gamble shares in Q2 2026, an estimated $3.66M.
Procter & Gamble made up 0.07% of Diversify Advisory Services's portfolio in Q2 2026, its #247 holding.
Diversify Advisory Services first reported a position in Procter & Gamble in Q1 2024 and has held it in 10 quarters since.
Diversify Advisory Services's Procter & Gamble position peaked at $4.39M in Q2 2024.
3,999 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.