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

Fortis Group 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 		$837K Sell
5,709
-19
-0.3% -$2.77K 0.13% 154
2026
Q1 		$842K Sell
5,728
-34
-0.6% -$5.15K 0.14% 155
2025
Q4 		$873K Sell
5,762
-240
-4% -$35.4K 0.15% 157
2025
Q3 		$903K Sell
6,002
-267
-4% -$41.7K 0.16% 124
2025
Q2 		$945K Buy
6,269
+473
+8% +$77.2K 0.17% 116
2025
Q1 		$988K Sell
5,796
-99
-2% -$16.6K 0.19% 109
2024
Q4 		$988K Buy
5,895
+1,035
+21% +$176K 0.18% 99
2024
Q3 		$842K Sell
4,860
-387
-7% -$65.7K 0.16% 103
2024
Q2 		$865K Sell
5,247
-302
-5% -$49.4K 0.17% 88
2024
Q1 		$900K Sell
5,549
-1,885
-25% -$296K 0.17% 99
2023
Q4 		$1.1M Buy
7,434
+195
+3% +$28.9K 0.27% 43
2023
Q3 		$1.08M Buy
7,239
+268
+4% +$40.9K 0.33% 39
2023
Q2 		$1.06M Buy
6,971
+57
+0.8% +$8.59K 0.28% 58
2023
Q1 		$1.08M Buy
+6,914
New +$988K 0.33% 42
2020
Q3 		$1.05M Buy
+7,579
New +$1.01M 0.2% 57

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

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

Fortis Group Advisors reduced its Procter & Gamble (PG) stake by 0.33% in Q2 2026, selling an estimated $2.77K and leaving 5,709 shares worth $837K. The position accounts for 0.13% of the portfolio, ranked #154.

Fortis Group Advisors first reported a position in PG in Q3 2020 and has held it in 15 quarters since. The position peaked at $1.1M in Q4 2023. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Fortis Group Advisors held 5,709 shares of Procter & Gamble worth $837K as of Q2 2026.
  • Fortis Group Advisors sold 19 Procter & Gamble shares in Q2 2026, an estimated $2.77K.
  • Procter & Gamble made up 0.13% of Fortis Group Advisors's portfolio in Q2 2026, its #154 holding.
  • Fortis Group Advisors first reported a position in Procter & Gamble in Q3 2020 and has held it in 15 quarters since.
  • Fortis Group Advisors's Procter & Gamble position peaked at $1.1M in Q4 2023.
  • 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.