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Garton & Associates Financial Advisors’s Procter & Gamble PG Stock Holding History

Garton & Associates Financial 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 		– Sell
-3,460
Closed -$500K – 55
2026
Q1 		$500K Sell
3,460
-584
-14% -$88.5K 0.41% 60
2025
Q4 		$580K Buy
+4,044
New +$596K 0.32% 61

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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

Garton & Associates Financial Advisors's PG Position: Q2 2026 in Review

Garton & Associates Financial Advisors sold out of Procter & Gamble (PG) in Q2 2026, closing a stake of 3,460 shares — an estimated $500K sold.

Garton & Associates Financial Advisors first reported a position in PG in Q4 2025 and held it in 2 quarters. The position peaked at $580K in Q4 2025. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Garton & Associates Financial Advisors reported no remaining Procter & Gamble position as of Q2 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 3,460 Procter & Gamble shares in Q2 2026, an estimated $500K.
  • Garton & Associates Financial Advisors first reported a position in Procter & Gamble in Q4 2025 and held it in 2 quarters.
  • Garton & Associates Financial Advisors's Procter & Gamble position peaked at $580K in Q4 2025.
  • 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.