GVAG
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Great Valley Advisor Group’s Procter & Gamble PG Stock Holding History

Great Valley Advisor Group’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 		$11.2M Buy
77,313
+10,749
+16% +$1.63M 0.2% 112
2025
Q4 		$9.54M Sell
66,564
-1,758
-3% -$259K 0.18% 117
2025
Q3 		$10.5M Buy
68,322
+1,660
+2% +$259K 0.21% 106
2025
Q2 		$10.6M Buy
66,662
+3,586
+6% +$585K 0.24% 101
2025
Q1 		$10.7M Sell
63,076
-17,522
-22% -$2.93M 0.23% 106
2024
Q4 		$13.5M Buy
80,598
+1,764
+2% +$300K 0.3% 83
2024
Q3 		$13.7M Buy
78,834
+7,751
+11% +$1.32M 0.34% 76
2024
Q2 		$11.7M Buy
71,083
+4,730
+7% +$773K 0.33% 84
2024
Q1 		$10.8M Buy
66,353
+10,474
+19% +$1.64M 0.33% 81
2023
Q4 		$8.19M Buy
55,879
+3,662
+7% +$542K 0.29% 89
2023
Q3 		$7.62M Buy
52,217
+1,869
+4% +$285K 0.32% 78
2023
Q2 		$7.64M Buy
50,348
+1,045
+2% +$158K 0.32% 78
2023
Q1 		$7.33M Buy
49,303
+2,870
+6% +$410K 0.34% 77
2022
Q4 		$7.04M Buy
46,433
+439
+1% +$61.5K 0.36% 67
2022
Q3 		$5.81M Buy
45,994
+1,196
+3% +$170K 0.33% 74
2022
Q2 		$6.44M Buy
44,798
+4,159
+10% +$625K 0.35% 73
2022
Q1 		$6.28M Buy
40,639
+1,510
+4% +$236K 0.37% 72
2021
Q4 		$6.25M Buy
39,129
+2,699
+7% +$401K 0.39% 67
2021
Q3 		$5.09M Buy
36,430
+1,541
+4% +$218K 0.35% 72
2021
Q2 		$4.71M Buy
34,889
+7,549
+28% +$1.02M 0.35% 71
2021
Q1 		$3.7M Buy
27,340
+488
+2% +$63.7K 0.36% 65
2020
Q4 		$3.74M Buy
26,852
+2,176
+9% +$304K 0.39% 59
2020
Q3 		$3.43M Sell
24,676
-5,659
-19% -$751K 0.42% 57
2020
Q2 		$3.63M Buy
30,335
+13,530
+81% +$1.58M 0.59% 43
2020
Q1 		$1.85M Buy
16,805
+7,171
+74% +$861K 0.49% 58
2019
Q4 		$1.2M Sell
9,634
-348
-3% -$42.6K 0.27% 115
2019
Q3 		$1.24M Buy
9,982
+21
+0.2% +$2.48K 0.3% 101
2019
Q2 		$1.09M Buy
9,961
+968
+11% +$103K 0.27% 113
2019
Q1 		$936K Buy
8,993
+48
+0.5% +$4.67K 0.3% 100
2018
Q4 		$795K Buy
+8,945
New +$800K 0.3% 86

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T 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

Great Valley Advisor Group's PG Position: Q1 2026 in Review

Great Valley Advisor Group increased its Procter & Gamble (PG) stake by 16% in Q1 2026, buying an estimated $1.63M and bringing the position to 77,313 shares worth $11.2M. The position accounts for 0.2% of the portfolio, ranked #112.

Great Valley Advisor Group first reported a position in PG in Q4 2018 and has held it in 30 quarters since. The position peaked at $13.7M in Q3 2024. 3,998 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Great Valley Advisor Group held 77,313 shares of Procter & Gamble worth $11.2M as of Q1 2026.
  • Great Valley Advisor Group bought 10,749 Procter & Gamble shares in Q1 2026, an estimated $1.63M.
  • Procter & Gamble made up 0.2% of Great Valley Advisor Group's portfolio in Q1 2026, its #112 holding.
  • Great Valley Advisor Group first reported a position in Procter & Gamble in Q4 2018 and has held it in 30 quarters since.
  • Great Valley Advisor Group's Procter & Gamble position peaked at $13.7M in Q3 2024.
  • 3,998 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.