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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.89M Sell
13,055
-99
-0.8% -$15K ﹤0.01% 235
2025
Q4
$1.89M Sell
13,154
-952
-7% -$140K ﹤0.01% 244
2025
Q3
$2.17M Buy
14,106
+1,508
+12% +$236K ﹤0.01% 227
2025
Q2
$2.01M Buy
12,598
+1,182
+10% +$193K ﹤0.01% 217
2025
Q1
$1.95M Sell
11,416
-3,129
-22% -$524K ﹤0.01% 194
2024
Q4
$2.44M Buy
14,545
+7,922
+120% +$1.35M 0.01% 185
2024
Q3
$1.15M Buy
6,623
+2,020
+44% +$343K ﹤0.01% 224
2024
Q2
$759K Buy
4,603
+161
+4% +$26.3K ﹤0.01% 226
2024
Q1
$721K Sell
4,442
-669
-13% -$105K ﹤0.01% 219
2023
Q4
$749K Buy
5,111
+2,196
+75% +$325K ﹤0.01% 198
2023
Q3
$425K Sell
2,915
-2,658
-48% -$406K ﹤0.01% 214
2023
Q2
$846K Sell
5,573
-730
-12% -$110K ﹤0.01% 180
2023
Q1
$937K Buy
6,303
+51
+0.8% +$7.29K ﹤0.01% 184
2022
Q4
$948K Buy
6,252
+373
+6% +$52.3K ﹤0.01% 175
2022
Q3
$742K Buy
5,879
+2,295
+64% +$326K ﹤0.01% 178
2022
Q2
$515K Buy
3,584
+1,512
+73% +$227K ﹤0.01% 199
2022
Q1
$317K Buy
2,072
+100
+5% +$15.6K ﹤0.01% 250
2021
Q4
$323K Sell
1,972
-1,194
-38% -$177K ﹤0.01% 206
2021
Q3
$442K Sell
3,166
-829
-21% -$118K ﹤0.01% 180
2021
Q2
$539K Buy
3,995
+478
+14% +$64.7K ﹤0.01% 138
2021
Q1
$476K Buy
3,517
+82
+2% +$10.7K ﹤0.01% 164
2020
Q4
$478K Sell
3,435
-2,204
-39% -$308K ﹤0.01% 166
2020
Q3
$784K Buy
5,639
+1,173
+26% +$156K ﹤0.01% 123
2020
Q2
$534K Buy
4,466
+1,856
+71% +$216K ﹤0.01% 133
2020
Q1
$287K Sell
2,610
-3,201
-55% -$384K ﹤0.01% 131
2019
Q4
$726K Buy
+5,811
New +$711K ﹤0.01% 103
2018
Q4
Sell
-77
Closed -$6K 162
2018
Q3
$6K Sell
77
-704
-90% -$57.6K ﹤0.01% 111
2018
Q2
$61K Buy
781
+25
+3% +$1.88K ﹤0.01% 69
2018
Q1
$60K Sell
756
-1,515
-67% -$126K ﹤0.01% 70
2017
Q4
$209K Buy
+2,271
New +$204K 0.01% 57

Other funds holding PG

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

Financial Engines Advisors reduced its Procter & Gamble (PG) stake by 0.75% in Q1 2026, selling an estimated $15K and leaving 13,055 shares worth $1.89M. The position accounts for ﹤0.01% of the portfolio, ranked #235.

Financial Engines Advisors first reported a position in PG in Q4 2017 and has held it in 30 quarters since. The position peaked at $2.44M in Q4 2024. 3,998 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Financial Engines Advisors held 13,055 shares of Procter & Gamble worth $1.89M as of Q1 2026.
  • Financial Engines Advisors sold 99 Procter & Gamble shares in Q1 2026, an estimated $15K.
  • Procter & Gamble made up ﹤0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #235 holding.
  • Financial Engines Advisors first reported a position in Procter & Gamble in Q4 2017 and has held it in 30 quarters since.
  • Financial Engines Advisors's Procter & Gamble position peaked at $2.44M in Q4 2024.
  • 3,998 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.