Fortis Capital Advisors’s Procter & Gamble PG Stock Holding History

Fortis Capital 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	$3.83M	Buy	26,150 +848	+3%	+$123K	0.43%	39
2026 Q1	$3.65M	Buy	+25,302	New	+$3.84M	0.48%	36
2025 Q3	–	Sell	-1,852	Closed	-$295K	–	301
2025 Q2	$295K	Buy	1,852 +230	+14%	+$37.5K	0.05%	202
2025 Q1	$276K	Buy	+1,622	New	+$272K	0.06%	213
2023 Q2	–	Sell	-717	Closed	-$107K	–	474
2023 Q1	$107K	Hold	717	–	–	0.06%	170
2022 Q4	$109K	Buy	+717	New	+$101K	0.06%	203

Other funds holding PG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fortis Capital Advisors's PG Position: Q2 2026 in Review

Fortis Capital Advisors increased its Procter & Gamble (PG) stake by 3.4% in Q2 2026, buying an estimated $123K and bringing the position to 26,150 shares worth $3.83M. The position accounts for 0.43% of the portfolio, ranked #39.

Fortis Capital Advisors first reported a position in PG in Q4 2022 and has held it in 6 quarters since. 3,999 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Fortis Capital Advisors held 26,150 shares of Procter & Gamble worth $3.83M as of Q2 2026.
Fortis Capital Advisors bought 848 Procter & Gamble shares in Q2 2026, an estimated $123K.
Procter & Gamble made up 0.43% of Fortis Capital Advisors's portfolio in Q2 2026, its #39 holding.
Fortis Capital Advisors first reported a position in Procter & Gamble in Q4 2022 and has held it in 6 quarters since.
3,999 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.