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Fiducient Advisors’s Procter & Gamble PG Stock Holding History

Fiducient 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 		$399K Hold
2,719
– – 0.06% 112
2026
Q1 		$393K Sell
2,719
-693
-20% -$105K 0.05% 104
2025
Q4 		$489K Buy
3,412
+1,693
+98% +$250K 0.06% 111
2025
Q3 		$264K Sell
1,719
-308
-15% -$48.1K 0.03% 131
2025
Q2 		$323K Hold
2,027
– – 0.04% 119
2025
Q1 		$345K Buy
2,027
+156
+8% +$26.1K 0.04% 118
2024
Q4 		$314K Sell
1,871
-76
-4% -$12.9K 0.04% 121
2024
Q3 		$337K Sell
1,947
-37
-2% -$6.28K 0.04% 110
2024
Q2 		$327K Buy
1,984
+120
+6% +$19.6K 0.05% 110
2024
Q1 		$302K Sell
1,864
-1,429
-43% -$224K 0.06% 105
2023
Q4 		$483K Buy
3,293
+1,330
+68% +$197K 0.09% 77
2023
Q3 		$286K Buy
+1,963
New +$300K 0.02% 94
2023
Q1 		– Sell
-2,343
Closed -$355K – 135
2022
Q4 		$355K Hold
2,343
– – 0.1% 122
2022
Q3 		$296K Sell
2,343
-1,950
-45% -$277K 0.14% 45
2022
Q2 		$617K Buy
4,293
+1,847
+76% +$278K 0.23% 39
2022
Q1 		$374K Buy
2,446
+24
+1% +$3.75K 0.14% 42
2021
Q4 		$396K Sell
2,422
-3,455
-59% -$513K 0.12% 38
2021
Q3 		$822K Hold
5,877
– – 0.25% 27
2021
Q2 		$793K Sell
5,877
-100
-2% -$13.5K 0.25% 29
2021
Q1 		$809K Buy
5,977
+100
+2% +$13K 0.26% 33
2020
Q4 		$818K Buy
+5,877
New +$821K 0.3% 29

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

Fiducient Advisors's PG Position: Q2 2026 in Review

Fiducient Advisors held its Procter & Gamble (PG) position steady in Q2 2026 at 2,719 shares worth $399K. The position accounts for 0.06% of the portfolio, ranked #112.

Fiducient Advisors first reported a position in PG in Q4 2020 and has held it in 21 quarters since. The position peaked at $822K in Q3 2021. 3,999 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Fiducient Advisors held 2,719 shares of Procter & Gamble worth $399K as of Q2 2026.
  • Fiducient Advisors left its Procter & Gamble share count unchanged in Q2 2026.
  • Procter & Gamble made up 0.06% of Fiducient Advisors's portfolio in Q2 2026, its #112 holding.
  • Fiducient Advisors first reported a position in Procter & Gamble in Q4 2020 and has held it in 21 quarters since.
  • Fiducient Advisors's Procter & Gamble position peaked at $822K in Q3 2021.
  • 3,999 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Fiducient Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.