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Forvis Mazars Wealth Advisors’s Procter & Gamble PG Stock Holding History

Forvis Mazars 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
Q1 		$4.8M Buy
33,236
+50
+0.2% +$7.58K 0.09% 98
2025
Q4 		$4.76M Sell
33,186
-9,881
-23% -$1.46M 0.09% 99
2025
Q3 		$6.62M Sell
43,067
-3,191
-7% -$498K 0.13% 77
2025
Q2 		$7.37M Buy
46,258
+1,480
+3% +$242K 0.16% 72
2025
Q1 		$7.63M Buy
44,778
+1,485
+3% +$249K 0.18% 68
2024
Q4 		$7.26M Sell
43,293
-493
-1% -$84K 0.17% 73
2024
Q3 		$7.58M Buy
43,786
+2,025
+5% +$344K 0.17% 74
2024
Q2 		$6.89M Buy
41,761
+1,950
+5% +$319K 0.17% 74
2024
Q1 		$6.46M Sell
39,811
-29,513
-43% -$4.63M 0.16% 75
2023
Q4 		$10.2M Sell
69,324
-2,519
-4% -$373K 0.28% 53
2023
Q3 		$10.5M Buy
71,843
+1,371
+2% +$209K 0.32% 54
2023
Q2 		$10.7M Buy
70,472
+4,435
+7% +$668K 0.31% 56
2023
Q1 		$9.82M Sell
66,037
-601
-0.9% -$85.9K 0.32% 55
2022
Q4 		$10.1M Sell
66,638
-737
-1% -$103K 0.35% 52
2022
Q3 		$8.51M Sell
67,375
-1,382
-2% -$196K 0.34% 49
2022
Q2 		$9.89M Buy
68,757
+37,458
+120% +$5.63M 0.4% 40
2022
Q1 		$4.78M Sell
31,299
-1,359
-4% -$213K 0.2% 56
2021
Q4 		$5.34M Sell
32,658
-538
-2% -$79.9K 0.22% 50
2021
Q3 		$4.64M Buy
33,196
+2,081
+7% +$295K 0.21% 53
2021
Q2 		$4.2M Sell
31,115
-3,804
-11% -$515K 0.2% 54
2021
Q1 		$4.73M Sell
34,919
-6,041
-15% -$788K 0.23% 46
2020
Q4 		$5.7M Buy
40,960
+130
+0.3% +$18.2K 0.29% 41
2020
Q3 		$5.67M Sell
40,830
-343
-0.8% -$45.5K 0.33% 39
2020
Q2 		$4.92M Sell
41,173
-3,719
-8% -$434K 0.32% 44
2020
Q1 		$4.94M Sell
44,892
-996
-2% -$120K 0.4% 30
2019
Q4 		$5.73M Buy
45,888
+136
+0.3% +$16.6K 0.41% 33
2019
Q3 		$5.69M Buy
45,752
+2,978
+7% +$352K 0.46% 25
2019
Q2 		$4.69M Sell
42,774
-1,066
-2% -$114K 0.38% 33
2019
Q1 		$4.56M Buy
43,840
+389
+0.9% +$37.9K 0.38% 36
2018
Q4 		$3.99M Sell
43,451
-1,292
-3% -$115K 0.41% 31
2018
Q3 		$3.72M Buy
44,743
+1,086
+2% +$88.8K 0.33% 40
2018
Q2 		$3.41M Sell
43,657
-4,557
-9% -$343K 0.33% 44
2018
Q1 		$3.82M Buy
48,214
+280
+0.6% +$23.3K 0.38% 32
2017
Q4 		$4.4M Buy
47,934
+903
+2% +$81.2K 0.44% 27
2017
Q3 		$4.28M Sell
47,031
-249
-0.5% -$22.7K 0.47% 24
2017
Q2 		$4.12M Buy
47,280
+2,330
+5% +$205K 0.47% 26
2017
Q1 		$4.04M Buy
44,950
+326
+0.7% +$28.9K 0.49% 22
2016
Q4 		$3.75M Buy
44,624
+3,005
+7% +$256K 0.49% 27
2016
Q3 		$3.73M Buy
41,619
+990
+2% +$86K 0.52% 24
2016
Q2 		$3.44M Sell
40,629
-1,104
-3% -$90.6K 0.51% 30
2016
Q1 		$3.44M Buy
41,733
+2,449
+6% +$197K 0.55% 28
2015
Q4 		$3.12M Buy
39,284
+1,687
+4% +$129K 0.47% 29
2015
Q3 		$2.71M Sell
37,597
-1,875
-5% -$141K 0.48% 27
2015
Q2 		$3.09M Sell
39,472
-2,403
-6% -$193K 0.46% 29
2015
Q1 		$3.43M Buy
41,875
+959
+2% +$82.5K 0.5% 29
2014
Q4 		$3.73M Buy
40,916
+1,726
+4% +$152K 0.61% 23
2014
Q3 		$3.28M Buy
39,190
+1,196
+3% +$98K 0.57% 25
2014
Q2 		$2.99M Sell
37,994
-2,364
-6% -$191K 0.51% 29
2014
Q1 		$3.25M Buy
40,358
+1,757
+5% +$138K 0.57% 26
2013
Q4 		$3.14M Sell
38,601
-1,194
-3% -$97.3K 0.58% 26
2013
Q3 		$3.01M Sell
39,795
-399
-1% -$31.8K 0.62% 24
2013
Q2 		$3.1M Buy
+40,194
New +$3.15M 2.45% 4

Other funds holding PG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Forvis Mazars Wealth Advisors's PG Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors increased its Procter & Gamble (PG) stake by 0.15% in Q1 2026, buying an estimated $7.58K and bringing the position to 33,236 shares worth $4.8M. The position accounts for 0.09% of the portfolio, ranked #98.

Forvis Mazars Wealth Advisors first reported a position in PG in Q2 2013 and has held it in 52 quarters since. The position peaked at $10.7M in Q2 2023. 3,990 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 33,236 shares of Procter & Gamble worth $4.8M as of Q1 2026.
  • Forvis Mazars Wealth Advisors bought 50 Procter & Gamble shares in Q1 2026, an estimated $7.58K.
  • Procter & Gamble made up 0.09% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #98 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Procter & Gamble in Q2 2013 and has held it in 52 quarters since.
  • Forvis Mazars Wealth Advisors's Procter & Gamble position peaked at $10.7M in Q2 2023.
  • 3,990 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.