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

Evernest 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 Q1	$638K	Buy	4,297 +78	+2%	+$11.8K	0.13%	105
2025 Q4	$664K	Sell	4,219 -2,866	-40%	-$423K	0.14%	103
2025 Q3	$1.09M	Sell	7,085 -210	-3%	-$32.8K	0.31%	65
2025 Q2	$1.16M	Sell	7,295 -1	-0%	-$163	0.38%	58
2025 Q1	$1.24M	Buy	7,296 +804	+12%	+$135K	0.45%	50
2024 Q4	$1.09M	Buy	6,492 +93	+1%	+$15.8K	0.28%	65
2024 Q3	$1.11M	Sell	6,399 -283	-4%	-$48K	0.3%	59
2024 Q2	$1.1M	Sell	6,682 -45	-0.7%	-$7.36K	0.49%	44
2024 Q1	$1.06M	Sell	6,727 -3,725	-36%	-$584K	0.5%	41
2023 Q4	$1.53M	Buy	+10,452	New	+$1.55M	0.78%	32
2021 Q4	$976K	Buy	+6,202	New	+$921K	0.51%	44

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

Evernest Financial Advisors's PG Position: Q1 2026 in Review

Evernest Financial Advisors increased its Procter & Gamble (PG) stake by 1.8% in Q1 2026, buying an estimated $11.8K and bringing the position to 4,297 shares worth $638K. The position accounts for 0.13% of the portfolio, ranked #105.

Evernest Financial Advisors first reported a position in PG in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.53M in Q4 2023. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Evernest Financial Advisors held 4,297 shares of Procter & Gamble worth $638K as of Q1 2026.
Evernest Financial Advisors bought 78 Procter & Gamble shares in Q1 2026, an estimated $11.8K.
Procter & Gamble made up 0.13% of Evernest Financial Advisors's portfolio in Q1 2026, its #105 holding.
Evernest Financial Advisors first reported a position in Procter & Gamble in Q4 2021 and has held it in 11 quarters since.
Evernest Financial Advisors's Procter & Gamble position peaked at $1.53M in Q4 2023.
3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.