EAN
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Excelsior Advisor Network’s Procter & Gamble PG Stock Holding History

Excelsior Advisor Network’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 		$2.28M Buy
15,522
+12,727
+455% +$1.85M 0.3% 78
2026
Q1 		$404K Sell
2,795
-178
-6% -$27K 0.15% 127
2025
Q4 		$426K Buy
+2,973
New +$438K 0.21% 98

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

Excelsior Advisor Network's PG Position: Q2 2026 in Review

Excelsior Advisor Network increased its Procter & Gamble (PG) stake by 455% in Q2 2026, buying an estimated $1.85M and bringing the position to 15,522 shares worth $2.28M. The position accounts for 0.3% of the portfolio, ranked #78.

Excelsior Advisor Network first reported a position in PG in Q4 2025 and has held it in 3 quarters since. 4,013 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Excelsior Advisor Network held 15,522 shares of Procter & Gamble worth $2.28M as of Q2 2026.
  • Excelsior Advisor Network bought 12,727 Procter & Gamble shares in Q2 2026, an estimated $1.85M.
  • Procter & Gamble made up 0.3% of Excelsior Advisor Network's portfolio in Q2 2026, its #78 holding.
  • Excelsior Advisor Network first reported a position in Procter & Gamble in Q4 2025 and has held it in 3 quarters since.
  • 4,013 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.