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Gallagher Fiduciary Advisors’s Procter & Gamble PG Stock Holding History

Gallagher Fiduciary 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 		$1.33M Buy
9,050
+254
+3% +$37K 0.04% 91
2026
Q1 		$1.27M Buy
8,796
+81
+0.9% +$12.3K 0.05% 61
2025
Q4 		$1.25M Buy
8,715
+142
+2% +$20.9K 0.04% 82
2025
Q3 		$1.32M Sell
8,573
-2,044
-19% -$319K 0.05% 65
2025
Q2 		$1.69M Buy
10,617
+13
+0.1% +$2.12K 0.07% 51
2025
Q1 		$1.81M Buy
10,604
+206
+2% +$34.5K 0.06% 62
2024
Q4 		$1.74M Buy
10,398
+2,026
+24% +$345K 0.34% 40
2024
Q3 		$1.45M Buy
8,372
+35
+0.4% +$5.94K 0.29% 40
2024
Q2 		$1.37M Buy
8,337
+951
+13% +$155K 0.31% 36
2024
Q1 		$1.2M Buy
7,386
+364
+5% +$57.1K 0.04% 52
2023
Q4 		$1.03M Buy
7,022
+50
+0.7% +$7.41K 0.04% 54
2023
Q3 		$1.02M Sell
6,972
-207
-3% -$31.6K 0.09% 45
2023
Q2 		$1.09M Sell
7,179
-169
-2% -$25.5K 0.08% 56
2023
Q1 		$1.09M Buy
+7,348
New +$1.05M 0.09% 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

Gallagher Fiduciary Advisors's PG Position: Q2 2026 in Review

Gallagher Fiduciary Advisors increased its Procter & Gamble (PG) stake by 2.9% in Q2 2026, buying an estimated $37K and bringing the position to 9,050 shares worth $1.33M. The position accounts for 0.04% of the portfolio, ranked #91.

Gallagher Fiduciary Advisors first reported a position in PG in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.81M in Q1 2025. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Gallagher Fiduciary Advisors held 9,050 shares of Procter & Gamble worth $1.33M as of Q2 2026.
  • Gallagher Fiduciary Advisors bought 254 Procter & Gamble shares in Q2 2026, an estimated $37K.
  • Procter & Gamble made up 0.04% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #91 holding.
  • Gallagher Fiduciary Advisors first reported a position in Procter & Gamble in Q1 2023 and has held it in 14 quarters since.
  • Gallagher Fiduciary Advisors's Procter & Gamble position peaked at $1.81M in Q1 2025.
  • 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

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