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Evolution Wealth Advisors’s Procter & Gamble PG Stock Holding History

Evolution Wealth 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 		$277K Hold
1,919
– – 0.03% 145
2025
Q4 		$275K Hold
1,919
– – 0.03% 140
2025
Q3 		$295K Buy
+1,919
New +$300K 0.04% 130
2025
Q2 		– Sell
-1,299
Closed -$221K – 174
2025
Q1 		$221K Sell
1,299
-82
-6% -$13.7K 0.04% 135
2024
Q4 		$231K Buy
+1,381
New +$235K 0.04% 128
2024
Q2 		– Sell
-1,455
Closed -$236K – 137
2024
Q1 		$236K Sell
1,455
-270
-16% -$42.3K 0.05% 118
2023
Q4 		$253K Hold
1,725
– – 0.05% 106
2023
Q3 		$252K Hold
1,725
– – 0.06% 102
2023
Q2 		$262K Buy
1,725
+45
+3% +$6.78K 0.06% 98
2023
Q1 		$250K Buy
1,680
+348
+26% +$49.7K 0.06% 103
2022
Q4 		$202K Buy
+1,332
New +$187K 0.05% 117
2022
Q3 		– Sell
-1,545
Closed -$222K – 120
2022
Q2 		$222K Hold
1,545
– – 0.06% 96
2022
Q1 		$237K Hold
1,545
– – 0.05% 101
2021
Q4 		$253 Buy
1,545
+1,073
+227% +$159K 0.04% 111
2021
Q3 		$66K Hold
472
– – 0.01% 177
2021
Q2 		$64K Sell
472
-68
-13% -$9.2K 0.01% 192
2021
Q1 		$73K Buy
540
+68
+14% +$8.87K 0.02% 172
2020
Q4 		$66K Sell
472
-826
-64% -$115K 0.01% 165
2020
Q3 		$180K Buy
1,298
+533
+70% +$70.8K 0.05% 107
2020
Q2 		$91K Buy
765
+290
+61% +$33.8K 0.03% 119
2020
Q1 		$52K Sell
475
-358
-43% -$43K 0.02% 113
2019
Q4 		$104K Buy
+833
New +$102K 0.03% 106
2019
Q3 		– Sell
-1,423
Closed -$156K – 564
2019
Q2 		$156K Buy
1,423
+1,314
+1,206% +$140K 0.07% 50
2019
Q1 		$11K Hold
109
– – 0.01% 93
2018
Q4 		$10K Buy
+109
New +$9.74K ﹤0.01% 125

Other funds holding PG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Evolution Wealth Advisors's PG Position: Q1 2026 in Review

Evolution Wealth Advisors held its Procter & Gamble (PG) position steady in Q1 2026 at 1,919 shares worth $277K. The position accounts for 0.03% of the portfolio, ranked #145.

Evolution Wealth Advisors first reported a position in PG in Q4 2018 and has held it in 25 quarters since. The position peaked at $295K in Q3 2025. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Evolution Wealth Advisors held 1,919 shares of Procter & Gamble worth $277K as of Q1 2026.
  • Evolution Wealth Advisors left its Procter & Gamble share count unchanged in Q1 2026.
  • Procter & Gamble made up 0.03% of Evolution Wealth Advisors's portfolio in Q1 2026, its #145 holding.
  • Evolution Wealth Advisors first reported a position in Procter & Gamble in Q4 2018 and has held it in 25 quarters since.
  • Evolution Wealth Advisors's Procter & Gamble position peaked at $295K in Q3 2025.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Evolution Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.