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 Q2	$17.6M	Buy	119,860 +10,033	+9%	+$1.46M	0.18%	124
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Foundations Investment Advisors's PG Position: Q2 2026 in Review

Foundations Investment Advisors increased its Procter & Gamble (PG) stake by 9.1% in Q2 2026, buying an estimated $1.46M and bringing the position to 119,860 shares worth $17.6M. The position accounts for 0.18% of the portfolio, ranked #124.

Foundations Investment Advisors first reported a position in PG in Q2 2019 and has held it in 29 quarters since. 4,041 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Foundations Investment Advisors held 119,860 shares of Procter & Gamble worth $17.6M as of Q2 2026.
Foundations Investment Advisors bought 10,033 Procter & Gamble shares in Q2 2026, an estimated $1.46M.
Procter & Gamble made up 0.18% of Foundations Investment Advisors's portfolio in Q2 2026, its #124 holding.
Foundations Investment Advisors first reported a position in Procter & Gamble in Q2 2019 and has held it in 29 quarters since.
4,041 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.