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 Q2	$687K	Buy	4,687 +390	+9%	+$56.8K	0.14%	98
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 $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

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

Evernest Financial Advisors increased its Procter & Gamble (PG) stake by 9.1% in Q2 2026, buying an estimated $56.8K and bringing the position to 4,687 shares worth $687K. The position accounts for 0.14% of the portfolio, ranked #98.

Evernest Financial Advisors first reported a position in PG in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.53M in Q4 2023. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Evernest Financial Advisors held 4,687 shares of Procter & Gamble worth $687K as of Q2 2026.
Evernest Financial Advisors bought 390 Procter & Gamble shares in Q2 2026, an estimated $56.8K.
Procter & Gamble made up 0.14% of Evernest Financial Advisors's portfolio in Q2 2026, its #98 holding.
Evernest Financial Advisors first reported a position in Procter & Gamble in Q4 2021 and has held it in 12 quarters since.
Evernest Financial Advisors's Procter & Gamble position peaked at $1.53M in Q4 2023.
4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.