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Foundations Investment Advisors’s Procter & Gamble PG Stock Holding History

Foundations Investment 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 		$15.9M Buy
109,827
+9,151
+9% +$1.39M 0.2% 119
2025
Q4 		$14.4M Buy
100,676
+18,056
+22% +$2.66M 0.19% 118
2025
Q3 		$12.7M Buy
82,620
+5,596
+7% +$874K 0.18% 120
2025
Q2 		$12.3M Buy
77,024
+8,931
+13% +$1.46M 0.19% 120
2025
Q1 		$11.6M Buy
68,093
+4,764
+8% +$798K 0.21% 113
2024
Q4 		$10.6M Buy
63,329
+11,084
+21% +$1.89M 0.2% 104
2024
Q3 		$9.05M Buy
52,245
+4,543
+10% +$771K 0.19% 106
2024
Q2 		$7.87M Buy
47,702
+473
+1% +$77.3K 0.19% 97
2024
Q1 		$7.66M Sell
47,229
-4,689
-9% -$735K 0.2% 90
2023
Q4 		$8.26M Buy
51,918
+7,345
+16% +$1.09M 0.22% 90
2023
Q3 		$6.5M Buy
44,573
+3,944
+10% +$602K 0.2% 92
2023
Q2 		$6.17M Buy
40,629
+2,983
+8% +$450K 0.2% 79
2023
Q1 		$5.6M Buy
37,646
+16,642
+79% +$2.38M 0.2% 81
2022
Q4 		$3.18M Buy
21,004
+5,308
+34% +$744K 0.13% 90
2022
Q3 		$1.98M Buy
15,696
+1,085
+7% +$154K 0.09% 102
2022
Q2 		$2.13M Buy
14,611
+6,518
+81% +$980K 0.09% 92
2022
Q1 		$1.28M Buy
8,093
+958
+13% +$150K 0.05% 111
2021
Q4 		$1.14M Buy
7,135
+763
+12% +$113K 0.04% 114
2021
Q3 		$888K Buy
6,372
+261
+4% +$37K 0.04% 120
2021
Q2 		$837K Buy
6,111
+309
+5% +$41.8K 0.04% 113
2021
Q1 		$793K Buy
5,802
+1,070
+23% +$140K 0.05% 98
2020
Q4 		$657K Buy
4,732
+869
+22% +$121K 0.04% 99
2020
Q3 		$534K Buy
3,863
+1,122
+41% +$149K 0.12% 102
2020
Q2 		$331K Buy
2,741
+477
+21% +$55.6K 0.03% 128
2020
Q1 		$248K Buy
2,264
+100
+5% +$12K 0.03% 98
2019
Q4 		$266K Buy
2,164
+217
+11% +$26.6K 0.03% 114
2019
Q3 		$237K Buy
1,947
+154
+9% +$18.2K 0.03% 117
2019
Q2 		$205K Buy
+1,793
New +$191K 0.03% 116

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

Foundations Investment Advisors's PG Position: Q1 2026 in Review

Foundations Investment Advisors increased its Procter & Gamble (PG) stake by 9.1% in Q1 2026, buying an estimated $1.39M and bringing the position to 109,827 shares worth $15.9M. The position accounts for 0.2% of the portfolio, ranked #119.

Foundations Investment Advisors first reported a position in PG in Q2 2019 and has held it in 28 quarters since. 3,987 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Foundations Investment Advisors held 109,827 shares of Procter & Gamble worth $15.9M as of Q1 2026.
  • Foundations Investment Advisors bought 9,151 Procter & Gamble shares in Q1 2026, an estimated $1.39M.
  • Procter & Gamble made up 0.2% of Foundations Investment Advisors's portfolio in Q1 2026, its #119 holding.
  • Foundations Investment Advisors first reported a position in Procter & Gamble in Q2 2019 and has held it in 28 quarters since.
  • 3,987 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.