Flagship Wealth Advisors’s Procter & Gamble PG Stock Holding History

Flagship Wealth 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 Q3	$494K	Sell	3,400 -350	-9%	-$51.3K	0.11%	94
2026 Q2	$550K	Hold	3,750	–	–	0.12%	92
2026 Q1	$597K	Sell	3,750 -928	-20%	-$141K	0.26%	56
2025 Q4	$670K	Sell	4,678 -1,075	-19%	-$159K	0.2%	63
2025 Q3	$884K	Hold	5,753	–	–	0.29%	53
2025 Q2	$917K	Sell	5,753 -336	-6%	-$54.8K	0.35%	49
2025 Q1	$1.04M	Hold	6,089	–	–	0.44%	42
2024 Q4	$1.02M	Buy	+6,089	New	+$1.04M	0.6%	30

Other funds holding PG

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Flagship Wealth Advisors's PG Position: Q3 2026 in Review

Flagship Wealth Advisors reduced its Procter & Gamble (PG) stake by 9.3% in Q3 2026, selling an estimated $51.3K and leaving 3,400 shares worth $494K. The position accounts for 0.11% of the portfolio, ranked #94.

Flagship Wealth Advisors first reported a position in PG in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.04M in Q1 2025. 2,880 funds tracked by Wall St. Rank hold PG as of Q3 2026.

Flagship Wealth Advisors held 3,400 shares of Procter & Gamble worth $494K as of Q3 2026.
Flagship Wealth Advisors sold 350 Procter & Gamble shares in Q3 2026, an estimated $51.3K.
Procter & Gamble made up 0.11% of Flagship Wealth Advisors's portfolio in Q3 2026, its #94 holding.
Flagship Wealth Advisors first reported a position in Procter & Gamble in Q4 2024 and has held it in 8 quarters since.
Flagship Wealth Advisors's Procter & Gamble position peaked at $1.04M in Q1 2025.
2,880 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on Flagship Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.