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

Guardian Wealth Advisors (North Carolina)’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 		$1.51M Sell
10,308
-5,790
-36% -$843K 0.08% 135
2026
Q1 		$2.33M Sell
16,098
-214
-1% -$32.4K 0.15% 96
2025
Q4 		$2.34M Sell
16,312
-153
-0.9% -$22.6K 0.15% 92
2025
Q3 		$2.53M Sell
16,465
-1,061
-6% -$166K 0.16% 86
2025
Q2 		$2.79M Buy
17,526
+623
+4% +$102K 0.2% 74
2025
Q1 		$2.88M Buy
16,903
+212
+1% +$35.5K 0.23% 65
2024
Q4 		$2.8M Buy
16,691
+373
+2% +$63.5K 0.22% 68
2024
Q3 		$2.83M Sell
16,318
-77
-0.5% -$13.1K 0.3% 46
2024
Q2 		$2.7M Buy
16,395
+121
+0.7% +$19.8K 0.32% 43
2024
Q1 		$2.64M Buy
16,274
+218
+1% +$34.2K 0.32% 45
2023
Q4 		$2.35M Sell
16,056
-206
-1% -$30.5K 0.36% 44
2023
Q3 		$2.37M Buy
16,262
+41
+0.3% +$6.26K 0.4% 37
2023
Q2 		$2.46M Buy
16,221
+103
+0.6% +$15.5K 0.42% 29
2023
Q1 		$2.4M Sell
16,118
-960
-6% -$137K 0.42% 28
2022
Q4 		$2.59M Sell
17,078
-473
-3% -$66.3K 0.5% 23
2022
Q3 		$2.22M Sell
17,551
-444
-2% -$63.1K 0.41% 26
2022
Q2 		$2.59M Buy
17,995
+12,230
+212% +$1.84M 0.47% 23
2022
Q1 		$881K Sell
5,765
-1,336
-19% -$209K 0.38% 46
2021
Q4 		$1.16M Buy
+7,101
New +$1.05M 0.5% 41

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 (North Carolina)'s PG Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Procter & Gamble (PG) stake by 36% in Q2 2026, selling an estimated $843K and leaving 10,308 shares worth $1.51M. The position accounts for 0.08% of the portfolio, ranked #135.

Guardian Wealth Advisors (North Carolina) first reported a position in PG in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.88M in Q1 2025. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 10,308 shares of Procter & Gamble worth $1.51M as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) sold 5,790 Procter & Gamble shares in Q2 2026, an estimated $843K.
  • Procter & Gamble made up 0.08% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #135 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Procter & Gamble in Q4 2021 and has held it in 19 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Procter & Gamble position peaked at $2.88M in Q1 2025.
  • 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.