FSA
PG icon

Financial Security Advisor’s Procter & Gamble PG Stock Holding History

Financial Security Advisor’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 		$2.65M Sell
18,094
-532
-3% -$77.4K 0.43% 32
2026
Q1 		$2.69M Sell
18,626
-504
-3% -$76.4K 0.49% 32
2025
Q4 		$2.74M Sell
19,130
-350
-2% -$51.6K 0.53% 30
2025
Q3 		$2.99M Sell
19,480
-285
-1% -$44.5K 0.64% 28
2025
Q2 		$3.15M Sell
19,765
-8
-0% -$1.31K 0.73% 24
2025
Q1 		$3.37M Sell
19,773
-266
-1% -$44.6K 0.85% 22
2024
Q4 		$3.36M Buy
20,039
+288
+1% +$49K 0.85% 21
2024
Q3 		$3.42M Buy
19,751
+500
+3% +$84.9K 0.85% 22
2024
Q2 		$3.17M Buy
19,251
+104
+0.5% +$17K 1.06% 21
2024
Q1 		$3.11M Sell
19,147
-393
-2% -$61.6K 1.09% 20
2023
Q4 		$2.86M Buy
19,540
+226
+1% +$33.5K 1.13% 18
2023
Q3 		$2.82M Buy
+19,314
New +$2.95M 1.3% 16

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

Financial Security Advisor's PG Position: Q2 2026 in Review

Financial Security Advisor reduced its Procter & Gamble (PG) stake by 2.9% in Q2 2026, selling an estimated $77.4K and leaving 18,094 shares worth $2.65M. The position accounts for 0.43% of the portfolio, ranked #32.

Financial Security Advisor first reported a position in PG in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.42M in Q3 2024. 4,001 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Financial Security Advisor held 18,094 shares of Procter & Gamble worth $2.65M as of Q2 2026.
  • Financial Security Advisor sold 532 Procter & Gamble shares in Q2 2026, an estimated $77.4K.
  • Procter & Gamble made up 0.43% of Financial Security Advisor's portfolio in Q2 2026, its #32 holding.
  • Financial Security Advisor first reported a position in Procter & Gamble in Q3 2023 and has held it in 12 quarters since.
  • Financial Security Advisor's Procter & Gamble position peaked at $3.42M in Q3 2024.
  • 4,001 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Financial Security Advisor's 13F filing for Q2 2026, filed 11 Aug 2026.