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Finivi Inc’s Procter & Gamble PG Stock Holding History

Finivi Inc’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 		$1.44M Buy
9,791
+16
+0.2% +$2.33K 0.74% 38
2026
Q1 		$1.41M Buy
9,775
+788
+9% +$119K 0.77% 36
2025
Q4 		$1.29M Sell
8,987
-365
-4% -$53.8K 0.75% 37
2025
Q3 		$1.44M Sell
9,352
-5
-0.1% -$781 0.92% 32
2025
Q2 		$1.49M Buy
9,357
+271
+3% +$44.2K 1.01% 28
2025
Q1 		$1.55M Buy
9,086
+225
+3% +$37.7K 1.25% 26
2024
Q4 		$1.49M Buy
8,861
+645
+8% +$110K 1.19% 27
2024
Q3 		$1.42M Buy
8,216
+2
+0% +$340 1.15% 30
2024
Q2 		$1.35M Buy
8,214
+281
+4% +$45.9K 1.12% 29
2024
Q1 		$1.29M Buy
7,933
+19
+0.2% +$2.98K 1.17% 30
2023
Q4 		$1.16M Buy
+7,914
New +$1.17M 1.13% 30
2021
Q4 		$1.67M Buy
+10,179
New +$1.51M 1.76% 18

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

Finivi Inc's PG Position: Q2 2026 in Review

Finivi Inc increased its Procter & Gamble (PG) stake by 0.16% in Q2 2026, buying an estimated $2.33K and bringing the position to 9,791 shares worth $1.44M. The position accounts for 0.74% of the portfolio, ranked #38.

Finivi Inc first reported a position in PG in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.67M in Q4 2021. 3,956 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Finivi Inc held 9,791 shares of Procter & Gamble worth $1.44M as of Q2 2026.
  • Finivi Inc bought 16 Procter & Gamble shares in Q2 2026, an estimated $2.33K.
  • Procter & Gamble made up 0.74% of Finivi Inc's portfolio in Q2 2026, its #38 holding.
  • Finivi Inc first reported a position in Procter & Gamble in Q4 2021 and has held it in 12 quarters since.
  • Finivi Inc's Procter & Gamble position peaked at $1.67M in Q4 2021.
  • 3,956 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Finivi Inc's 13F filing for Q2 2026, filed 9 Jul 2026.