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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Guerra Pan Advisors's PG Position: Q1 2026 in Review

Guerra Pan Advisors increased its Procter & Gamble (PG) stake by 2.7% in Q1 2026, buying an estimated $18.2K and bringing the position to 4,557 shares worth $658K. The position accounts for 0.41% of the portfolio, ranked #57.

Guerra Pan Advisors first reported a position in PG in Q4 2021 and has held it in 16 quarters since. The position peaked at $1M in Q3 2024. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Guerra Pan Advisors held 4,557 shares of Procter & Gamble worth $658K as of Q1 2026.
Guerra Pan Advisors bought 120 Procter & Gamble shares in Q1 2026, an estimated $18.2K.
Procter & Gamble made up 0.41% of Guerra Pan Advisors's portfolio in Q1 2026, its #57 holding.
Guerra Pan Advisors first reported a position in Procter & Gamble in Q4 2021 and has held it in 16 quarters since.
Guerra Pan Advisors's Procter & Gamble position peaked at $1M in Q3 2024.
3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Guerra Pan Advisors's 13F filing for Q1 2026, filed 12 May 2026.