Guerra Pan Advisors’s Procter & Gamble PG Stock Holding History

Guerra Pan Advisors’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	$665K	Sell	4,537 -20	-0.4%	-$2.91K	0.37%	56
2026 Q1	$658K	Buy	4,557 +120	+3%	+$18.2K	0.41%	57
2025 Q4	$636K	Sell	4,437 -79	-2%	-$11.6K	0.38%	57
2025 Q3	$694K	Sell	4,516 -924	-17%	-$144K	0.42%	52
2025 Q2	$867K	Sell	5,440 -334	-6%	-$54.5K	0.57%	42
2025 Q1	$984K	Hold	5,774	–	–	0.77%	36
2024 Q4	$968K	Hold	5,774	–	–	0.7%	36
2024 Q3	$1M	Buy	5,774 +131	+2%	+$22.2K	0.8%	34
2024 Q2	$931K	Buy	5,643 +1,435	+34%	+$235K	0.78%	37
2024 Q1	$683K	Sell	4,208 -79	-2%	-$12.4K	0.63%	49
2023 Q4	$628K	Buy	4,287 +2,733	+176%	+$405K	0.6%	51
2023 Q3	$227K	Buy	1,554 +29	+2%	+$4.43K	0.26%	89
2023 Q2	$231K	Hold	1,525	–	–	0.26%	93
2023 Q1	$227K	Buy	1,525 +97	+7%	+$13.9K	0.28%	86
2022 Q4	$216K	Buy	+1,428	New	+$200K	0.3%	85
2022 Q2	–	Sell	-1,428	Closed	-$228K	–	98
2022 Q1	$228K	Hold	1,428	–	–	0.28%	90
2021 Q4	$234K	Buy	+1,428	New	+$212K	0.23%	96

Other funds holding PG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Guerra Pan Advisors's PG Position: Q2 2026 in Review

Guerra Pan Advisors reduced its Procter & Gamble (PG) stake by 0.44% in Q2 2026, selling an estimated $2.91K and leaving 4,537 shares worth $665K. The position accounts for 0.37% of the portfolio, ranked #56.

Guerra Pan Advisors first reported a position in PG in Q4 2021 and has held it in 17 quarters since. The position peaked at $1M in Q3 2024. 4,024 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Guerra Pan Advisors held 4,537 shares of Procter & Gamble worth $665K as of Q2 2026.
Guerra Pan Advisors sold 20 Procter & Gamble shares in Q2 2026, an estimated $2.91K.
Procter & Gamble made up 0.37% of Guerra Pan Advisors's portfolio in Q2 2026, its #56 holding.
Guerra Pan Advisors first reported a position in Procter & Gamble in Q4 2021 and has held it in 17 quarters since.
Guerra Pan Advisors's Procter & Gamble position peaked at $1M in Q3 2024.
4,024 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Guerra Pan Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.