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Gladstone Institutional Advisory’s Procter & Gamble PG Stock Holding History

Gladstone Institutional Advisory’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 		$6.08M Buy
42,115
+4,946
+13% +$750K 0.23% 95
2025
Q4 		$5.33M Sell
37,169
-3,570
-9% -$526K 0.2% 107
2025
Q3 		$6.26M Buy
40,739
+2,413
+6% +$377K 0.24% 98
2025
Q2 		$6.11M Sell
38,326
-180
-0.5% -$29.4K 0.25% 90
2025
Q1 		$6.56M Buy
38,506
+3,137
+9% +$525K 0.31% 78
2024
Q4 		$5.93M Sell
35,369
-99
-0.3% -$16.9K 0.28% 83
2024
Q3 		$6.14M Buy
35,468
+1,920
+6% +$326K 0.3% 80
2024
Q2 		$5.53M Buy
33,548
+1,780
+6% +$291K 0.29% 89
2024
Q1 		$5.15M Sell
31,768
-4,164
-12% -$653K 0.28% 94
2023
Q4 		$5.27M Buy
35,932
+3,786
+12% +$561K 0.3% 84
2023
Q3 		$4.69M Sell
32,146
-990
-3% -$151K 0.3% 78
2023
Q2 		$5.03M Sell
33,136
-2,462
-7% -$371K 0.31% 85
2023
Q1 		$5.29M Sell
35,598
-6,623
-16% -$947K 0.34% 73
2022
Q4 		$6.4M Sell
42,221
-180
-0.4% -$25.2K 0.45% 50
2022
Q3 		$5.35M Buy
42,401
+754
+2% +$107K 0.42% 48
2022
Q2 		$5.99M Sell
41,647
-571
-1% -$85.8K 0.47% 43
2022
Q1 		$6.45M Sell
42,218
-101
-0.2% -$15.8K 0.44% 49
2021
Q4 		$6.92M Buy
42,319
+8,983
+27% +$1.33M 0.54% 42
2021
Q3 		$4.66M Buy
33,336
+19,014
+133% +$2.7M 0.46% 58
2021
Q2 		$1.93M Buy
14,322
+5,357
+60% +$725K 0.23% 111
2021
Q1 		$1.21M Buy
8,965
+5,632
+169% +$735K 0.19% 120
2020
Q4 		$464K Sell
3,333
-449
-12% -$62.8K 0.09% 168
2020
Q3 		$526K Buy
3,782
+464
+14% +$61.6K 0.13% 138
2020
Q2 		$397K Sell
3,318
-2,431
-42% -$283K 0.1% 150
2020
Q1 		$632K Sell
5,749
-1,906
-25% -$229K 0.16% 125
2019
Q4 		$956K Sell
7,655
-370
-5% -$45.3K 0.23% 90
2019
Q3 		$998K Buy
8,025
+795
+11% +$93.9K 0.25% 79
2019
Q2 		$793K Buy
7,230
+4,831
+201% +$515K 0.24% 94
2019
Q1 		$250K Sell
2,399
-18
-0.7% -$1.75K 0.09% 174
2018
Q4 		$222K Buy
+2,417
New +$216K 0.13% 154

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

Gladstone Institutional Advisory's PG Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its Procter & Gamble (PG) stake by 13% in Q1 2026, buying an estimated $750K and bringing the position to 42,115 shares worth $6.08M. The position accounts for 0.23% of the portfolio, ranked #95.

Gladstone Institutional Advisory first reported a position in PG in Q4 2018 and has held it in 30 quarters since. The position peaked at $6.92M in Q4 2021. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Gladstone Institutional Advisory held 42,115 shares of Procter & Gamble worth $6.08M as of Q1 2026.
  • Gladstone Institutional Advisory bought 4,946 Procter & Gamble shares in Q1 2026, an estimated $750K.
  • Procter & Gamble made up 0.23% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #95 holding.
  • Gladstone Institutional Advisory first reported a position in Procter & Gamble in Q4 2018 and has held it in 30 quarters since.
  • Gladstone Institutional Advisory's Procter & Gamble position peaked at $6.92M in Q4 2021.
  • 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.