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Guidance Point Advisors’s Procter & Gamble PG Stock Holding History

Guidance Point 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 		$569K Buy
3,941
+18
+0.5% +$2.73K 0.13% 53
2025
Q4 		$562K Sell
3,923
-79
-2% -$11.6K 0.13% 56
2025
Q3 		$615K Sell
4,002
-121
-3% -$18.9K 0.15% 52
2025
Q2 		$657K Sell
4,123
-26
-0.6% -$4.24K 0.17% 48
2025
Q1 		$707K Buy
4,149
+4
+0.1% +$670 0.2% 45
2024
Q4 		$695K Sell
4,145
-24
-0.6% -$4.09K 0.2% 46
2024
Q3 		$722K Sell
4,169
-55
-1% -$9.34K 0.21% 45
2024
Q2 		$697K Buy
4,224
+43
+1% +$7.03K 0.22% 43
2024
Q1 		$678K Buy
4,181
+48
+1% +$7.53K 0.22% 44
2023
Q4 		$606K Buy
4,133
+58
+1% +$8.59K 0.22% 43
2023
Q3 		$594K Buy
4,075
+114
+3% +$17.4K 0.24% 43
2023
Q2 		$601K Buy
3,961
+41
+1% +$6.18K 0.23% 47
2023
Q1 		$583K Hold
3,920
– – 0.24% 46
2022
Q4 		$594K Hold
3,920
– – 0.25% 46
2022
Q3 		$494K Sell
3,920
-44
-1% -$6.25K 0.23% 54
2022
Q2 		$570K Hold
3,964
– – 0.25% 52
2022
Q1 		$605K Sell
3,964
-3
-0.1% -$469 0.23% 56
2021
Q4 		$648K Sell
3,967
-45
-1% -$6.68K 0.23% 50
2021
Q3 		$560K Sell
4,012
-51
-1% -$7.23K 0.2% 52
2021
Q2 		$548K Sell
4,063
-14
-0.3% -$1.89K 0.21% 54
2021
Q1 		$552K Hold
4,077
– – 0.23% 56
2020
Q4 		$567K Buy
4,077
+5
+0.1% +$699 0.26% 52
2020
Q3 		$565K Sell
4,072
-27
-0.7% -$3.58K 0.31% 47
2020
Q2 		$490K Hold
4,099
– – 0.27% 48
2020
Q1 		$450K Buy
4,099
+60
+1% +$7.2K 0.29% 45
2019
Q4 		$504K Buy
4,039
+35
+0.9% +$4.28K 0.25% 42
2019
Q3 		$498K Hold
4,004
– – 0.27% 41
2019
Q2 		$439K Sell
4,004
-45
-1% -$4.8K 0.25% 44
2019
Q1 		$421K Buy
4,049
+45
+1% +$4.38K 0.25% 44
2018
Q4 		$368K Buy
+4,004
New +$358K 0.24% 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

Guidance Point Advisors's PG Position: Q1 2026 in Review

Guidance Point Advisors increased its Procter & Gamble (PG) stake by 0.46% in Q1 2026, buying an estimated $2.73K and bringing the position to 3,941 shares worth $569K. The position accounts for 0.13% of the portfolio, ranked #53.

Guidance Point Advisors first reported a position in PG in Q4 2018 and has held it in 30 quarters since. The position peaked at $722K in Q3 2024. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Guidance Point Advisors held 3,941 shares of Procter & Gamble worth $569K as of Q1 2026.
  • Guidance Point Advisors bought 18 Procter & Gamble shares in Q1 2026, an estimated $2.73K.
  • Procter & Gamble made up 0.13% of Guidance Point Advisors's portfolio in Q1 2026, its #53 holding.
  • Guidance Point Advisors first reported a position in Procter & Gamble in Q4 2018 and has held it in 30 quarters since.
  • Guidance Point Advisors's Procter & Gamble position peaked at $722K in Q3 2024.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

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