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Guardian Wealth Advisors (Minnesota)’s Procter & Gamble PG Stock Holding History

Guardian Wealth Advisors (Minnesota)’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 		$800K Buy
5,539
+73
+1% +$11.1K 0.46% 23
2025
Q4 		$783K Buy
5,466
+298
+6% +$43.9K 0.44% 24
2025
Q3 		$794K Buy
5,168
+638
+14% +$99.6K 0.45% 26
2025
Q2 		$722K Buy
4,530
+241
+6% +$39.3K 0.43% 27
2025
Q1 		$731K Buy
4,289
+295
+7% +$49.4K 0.47% 28
2024
Q4 		$670K Sell
3,994
-55
-1% -$9.37K 0.43% 33
2024
Q3 		$701K Buy
4,049
+99
+3% +$16.8K 0.43% 33
2024
Q2 		$651K Sell
3,950
-45
-1% -$7.36K 0.42% 33
2024
Q1 		$648K Buy
3,995
+153
+4% +$24K 0.42% 36
2023
Q4 		$563K Buy
3,842
+34
+0.9% +$5.04K 0.39% 38
2023
Q3 		$555K Sell
3,808
-6
-0.2% -$916 0.43% 32
2023
Q2 		$579K Buy
3,814
+158
+4% +$23.8K 0.43% 35
2023
Q1 		$544K Buy
3,656
+492
+16% +$70.3K 0.43% 37
2022
Q4 		$480K Buy
3,164
+57
+2% +$7.99K 0.43% 41
2022
Q3 		$392K Buy
3,107
+86
+3% +$12.2K 0.38% 43
2022
Q2 		$434K Buy
3,021
+102
+3% +$15.3K 0.4% 43
2022
Q1 		$446K Buy
2,919
+66
+2% +$10.3K 0.37% 44
2021
Q4 		$467K Sell
2,853
-14
-0.5% -$2.08K 0.37% 43
2021
Q3 		$401K Sell
2,867
-29
-1% -$4.11K 0.36% 45
2021
Q2 		$391K Sell
2,896
-3
-0.1% -$406 0.34% 48
2021
Q1 		$393K Buy
2,899
+31
+1% +$4.04K 0.36% 49
2020
Q4 		$399K Buy
+2,868
New +$401K 0.4% 46

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

Guardian Wealth Advisors (Minnesota)'s PG Position: Q1 2026 in Review

Guardian Wealth Advisors (Minnesota) increased its Procter & Gamble (PG) stake by 1.3% in Q1 2026, buying an estimated $11.1K and bringing the position to 5,539 shares worth $800K. The position accounts for 0.46% of the portfolio, ranked #23.

Guardian Wealth Advisors (Minnesota) first reported a position in PG in Q4 2020 and has held it in 22 quarters since. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Guardian Wealth Advisors (Minnesota) held 5,539 shares of Procter & Gamble worth $800K as of Q1 2026.
  • Guardian Wealth Advisors (Minnesota) bought 73 Procter & Gamble shares in Q1 2026, an estimated $11.1K.
  • Procter & Gamble made up 0.46% of Guardian Wealth Advisors (Minnesota)'s portfolio in Q1 2026, its #23 holding.
  • Guardian Wealth Advisors (Minnesota) first reported a position in Procter & Gamble in Q4 2020 and has held it in 22 quarters since.
  • 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Guardian Wealth Advisors (Minnesota)'s 13F filing for Q1 2026, filed 1 May 2026.