GFP
PG icon

Guardian Financial Partners’s Procter & Gamble PG Stock Holding History

Guardian Financial Partners’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 		$592K Buy
4,035
+28
+0.7% +$4.08K 0.23% 49
2026
Q1 		$579K Buy
4,007
+154
+4% +$23.3K 0.24% 49
2025
Q4 		$552K Buy
3,853
+445
+13% +$65.6K 0.23% 48
2025
Q3 		$524K Buy
3,408
+37
+1% +$5.78K 0.22% 47
2025
Q2 		$537K Buy
3,371
+21
+0.6% +$3.43K 0.24% 46
2025
Q1 		$571K Buy
3,350
+111
+3% +$18.6K 0.27% 45
2024
Q4 		$543K Buy
3,239
+197
+6% +$33.6K 0.32% 38
2024
Q3 		$527K Buy
3,042
+15
+0.5% +$2.55K 0.33% 37
2024
Q2 		$499K Buy
3,027
+18
+0.6% +$2.94K 0.33% 37
2024
Q1 		$488K Buy
3,009
+17
+0.6% +$2.67K 0.33% 35
2023
Q4 		$438K Buy
2,992
+19
+0.6% +$2.81K 0.36% 35
2023
Q3 		$434K Buy
+2,973
New +$454K 0.41% 30
2023
Q2 		– Sell
-2,819
Closed -$419K – 26
2023
Q1 		$419K Buy
2,819
+18
+0.6% +$2.57K 0.42% 29
2022
Q4 		$425K Buy
2,801
+18
+0.6% +$2.52K 0.45% 29
2022
Q3 		$351K Buy
2,783
+91
+3% +$12.9K 0.41% 26
2022
Q2 		$387K Buy
2,692
+79
+3% +$11.9K 0.43% 22
2022
Q1 		$420K Sell
2,613
-49
-2% -$7.67K 0.43% 25
2021
Q4 		$435K Buy
+2,662
New +$395K 0.42% 22

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

Guardian Financial Partners's PG Position: Q2 2026 in Review

Guardian Financial Partners increased its Procter & Gamble (PG) stake by 0.7% in Q2 2026, buying an estimated $4.08K and bringing the position to 4,035 shares worth $592K. The position accounts for 0.23% of the portfolio, ranked #49.

Guardian Financial Partners first reported a position in PG in Q4 2021 and has held it in 18 quarters since. 3,994 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Guardian Financial Partners held 4,035 shares of Procter & Gamble worth $592K as of Q2 2026.
  • Guardian Financial Partners bought 28 Procter & Gamble shares in Q2 2026, an estimated $4.08K.
  • Procter & Gamble made up 0.23% of Guardian Financial Partners's portfolio in Q2 2026, its #49 holding.
  • Guardian Financial Partners first reported a position in Procter & Gamble in Q4 2021 and has held it in 18 quarters since.
  • 3,994 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Guardian Financial Partners's 13F filing for Q2 2026, filed 15 Jul 2026.