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Elevated Capital Advisors’s Procter & Gamble PG Stock Holding History

Elevated Capital 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 		$941K Sell
6,420
-1,921
-23% -$280K 0.26% 85
2026
Q1 		$1.2M Sell
8,341
-4,924
-37% -$746K 0.3% 78
2025
Q4 		$1.9M Buy
13,265
+3,803
+40% +$561K 0.44% 60
2025
Q3 		$1.45M Buy
9,462
+2,505
+36% +$391K 0.36% 66
2025
Q2 		$1.19M Hold
6,957
– – 0.33% 75
2025
Q1 		$1.19M Sell
6,957
-113
-2% -$18.9K 0.33% 75
2024
Q4 		$1.19M Buy
7,070
+2,228
+46% +$379K 0.32% 79
2024
Q3 		$839K Buy
4,842
+3,190
+193% +$542K 0.22% 139
2024
Q2 		$272K Hold
1,652
– – 0.08% 205
2024
Q1 		$268K Sell
1,652
-79
-5% -$12.4K 0.08% 162
2023
Q4 		$254K Sell
1,731
-243
-12% -$36K 0.08% 165
2023
Q3 		$288K Sell
1,974
-8,535
-81% -$1.3M 0.1% 153
2023
Q2 		$1.59M Buy
10,509
+194
+2% +$29.2K 0.53% 70
2023
Q1 		$1.53M Sell
10,315
-532
-5% -$76K 0.55% 67
2022
Q4 		$1.64M Buy
10,847
+490
+5% +$68.7K 0.63% 56
2022
Q3 		$1.31M Buy
+10,357
New +$1.47M 0.51% 68
2022
Q1 		$1.29M Buy
+8,472
New +$1.33M 0.43% 83
2021
Q3 		$1.03M Buy
+7,405
New +$1.05M 0.36% 87
2021
Q1 		$843K Buy
6,116
+332
+6% +$43.3K 0.33% 101
2020
Q4 		$805K Sell
5,784
-298
-5% -$41.6K 0.35% 98
2020
Q3 		$853K Sell
6,082
-99
-2% -$13.1K 0.4% 91
2020
Q2 		$868K Buy
+6,181
New +$721K 0.41% 94
2019
Q4 		$398K Buy
+3,189
New +$390K 0.44% 70
2019
Q1 		$726K Buy
+5,991
New +$583K 0.48% 76

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

Elevated Capital Advisors's PG Position: Q2 2026 in Review

Elevated Capital Advisors reduced its Procter & Gamble (PG) stake by 23% in Q2 2026, selling an estimated $280K and leaving 6,420 shares worth $941K. The position accounts for 0.26% of the portfolio, ranked #85.

Elevated Capital Advisors first reported a position in PG in Q1 2019 and has held it in 24 quarters since. The position peaked at $1.9M in Q4 2025. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Elevated Capital Advisors held 6,420 shares of Procter & Gamble worth $941K as of Q2 2026.
  • Elevated Capital Advisors sold 1,921 Procter & Gamble shares in Q2 2026, an estimated $280K.
  • Procter & Gamble made up 0.26% of Elevated Capital Advisors's portfolio in Q2 2026, its #85 holding.
  • Elevated Capital Advisors first reported a position in Procter & Gamble in Q1 2019 and has held it in 24 quarters since.
  • Elevated Capital Advisors's Procter & Gamble position peaked at $1.9M in Q4 2025.
  • 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.