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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
Q2 		$851K Buy
5,801
+262
+5% +$38.1K 0.43% 21
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 $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 Wealth Advisors (Minnesota)'s PG Position: Q2 2026 in Review

Guardian Wealth Advisors (Minnesota) increased its Procter & Gamble (PG) stake by 4.7% in Q2 2026, buying an estimated $38.1K and bringing the position to 5,801 shares worth $851K. The position accounts for 0.43% of the portfolio, ranked #21.

Guardian Wealth Advisors (Minnesota) first reported a position in PG in Q4 2020 and has held it in 23 quarters since. 4,028 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Guardian Wealth Advisors (Minnesota) held 5,801 shares of Procter & Gamble worth $851K as of Q2 2026.
  • Guardian Wealth Advisors (Minnesota) bought 262 Procter & Gamble shares in Q2 2026, an estimated $38.1K.
  • Procter & Gamble made up 0.43% of Guardian Wealth Advisors (Minnesota)'s portfolio in Q2 2026, its #21 holding.
  • Guardian Wealth Advisors (Minnesota) first reported a position in Procter & Gamble in Q4 2020 and has held it in 23 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Guardian Wealth Advisors (Minnesota)'s 13F filing for Q2 2026, filed 6 Aug 2026.