HWA
PG icon

Heritage Wealth Advisors’s Procter & Gamble PG Stock Holding History

Heritage Wealth 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 		$1.37M Sell
9,478
-33
-0.3% -$5K 0.05% 66
2025
Q4 		$1.36M Hold
9,511
– – 0.05% 85
2025
Q3 		$1.46M Sell
9,511
-129
-1% -$20.1K 0.06% 65
2025
Q2 		$1.54M Sell
9,640
-55
-0.6% -$8.98K 0.07% 63
2025
Q1 		$1.65M Sell
9,695
-145
-1% -$24.3K 0.08% 61
2024
Q4 		$1.65M Sell
9,840
-1,388
-12% -$236K 0.08% 63
2024
Q3 		$1.94M Buy
11,228
+1,238
+12% +$210K 0.09% 62
2024
Q2 		$1.65M Sell
9,990
-462
-4% -$75.5K 0.07% 63
2024
Q1 		$1.7M Sell
10,452
-339
-3% -$53.2K 0.08% 64
2023
Q4 		$1.58M Sell
10,791
-935
-8% -$138K 0.08% 63
2023
Q3 		$1.71M Sell
11,726
-1,035
-8% -$158K 0.09% 58
2023
Q2 		$1.94M Sell
12,761
-60
-0.5% -$9.04K 0.1% 57
2023
Q1 		$1.91M Buy
12,821
+295
+2% +$42.2K 0.11% 54
2022
Q4 		$1.9M Sell
12,526
-239
-2% -$33.5K 0.11% 57
2022
Q3 		$1.61M Sell
12,765
-292
-2% -$41.5K 0.12% 56
2022
Q2 		$1.88M Buy
13,057
+2,019
+18% +$303K 0.13% 53
2022
Q1 		$1.69M Buy
11,038
+132
+1% +$20.7K 0.09% 59
2021
Q4 		$1.78M Buy
10,906
+1,883
+21% +$280K 0.1% 66
2021
Q3 		$1.26M Sell
9,023
-216
-2% -$30.6K 0.08% 72
2021
Q2 		$1.25M Buy
9,239
+298
+3% +$40.3K 0.08% 71
2021
Q1 		$1.21M Sell
8,941
-220
-2% -$28.7K 0.07% 72
2020
Q4 		$1.27M Buy
9,161
+56
+0.6% +$7.83K 0.08% 78
2020
Q3 		$1.27M Buy
9,105
+94
+1% +$12.5K 0.16% 52
2020
Q2 		$1.08M Sell
9,011
-58
-0.6% -$6.76K 0.15% 54
2020
Q1 		$998K Buy
9,069
+2,673
+42% +$321K 0.18% 58
2019
Q4 		$799K Buy
6,396
+217
+4% +$26.6K 0.11% 76
2019
Q3 		$768K Sell
6,179
-693
-10% -$81.9K 0.11% 76
2019
Q2 		$753K Buy
6,872
+2,578
+60% +$275K 0.12% 72
2019
Q1 		$447K Sell
4,294
-131
-3% -$12.8K 0.07% 87
2018
Q4 		$406K Sell
4,425
-44
-1% -$3.93K 0.08% 87
2018
Q3 		$371K Buy
4,469
+100
+2% +$8.18K 0.07% 92
2018
Q2 		$340K Hold
4,369
– – 0.13% 89
2018
Q1 		$345K Sell
4,369
-100
-2% -$8.34K 0.14% 86
2017
Q4 		$410K Buy
4,469
+100
+2% +$8.99K 0.18% 82
2017
Q3 		$397K Buy
4,369
+502
+13% +$45.7K 0.2% 76
2017
Q2 		$337K Buy
3,867
+102
+3% +$8.99K 0.17% 75
2017
Q1 		$340K Sell
3,765
-74
-2% -$6.56K 0.18% 73
2016
Q4 		$324K Sell
3,839
-549
-13% -$46.8K 0.21% 64
2016
Q3 		$395K Buy
4,388
+315
+8% +$27.4K 0.27% 50
2016
Q2 		$343K Buy
4,073
+471
+13% +$38.7K 0.23% 59
2016
Q1 		$295K Hold
3,602
– – 0.23% 62
2015
Q4 		$285K Sell
3,602
-1,543
-30% -$118K 0.24% 60
2015
Q3 		$368K Buy
5,145
+310
+6% +$23.2K 0.32% 46
2015
Q2 		$378K Buy
4,835
+75
+2% +$6.04K 0.31% 61
2015
Q1 		$389K Sell
4,760
-565
-11% -$48.6K 0.32% 60
2014
Q4 		$486K Buy
5,325
+367
+7% +$32.3K 0.43% 50
2014
Q3 		$415K Buy
4,958
+875
+21% +$71.7K 0.43% 46
2014
Q2 		$321K Hold
4,083
– – 0.34% 51
2014
Q1 		$329K Sell
4,083
-900
-18% -$70.9K 0.38% 47
2013
Q4 		$406K Buy
+4,983
New +$406K 0.51% 41

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

Heritage Wealth Advisors's PG Position: Q1 2026 in Review

Heritage Wealth Advisors reduced its Procter & Gamble (PG) stake by 0.35% in Q1 2026, selling an estimated $5K and leaving 9,478 shares worth $1.37M. The position accounts for 0.05% of the portfolio, ranked #66.

Heritage Wealth Advisors first reported a position in PG in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.94M in Q3 2024. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Heritage Wealth Advisors held 9,478 shares of Procter & Gamble worth $1.37M as of Q1 2026.
  • Heritage Wealth Advisors sold 33 Procter & Gamble shares in Q1 2026, an estimated $5K.
  • Procter & Gamble made up 0.05% of Heritage Wealth Advisors's portfolio in Q1 2026, its #66 holding.
  • Heritage Wealth Advisors first reported a position in Procter & Gamble in Q4 2013 and has held it in 50 quarters since.
  • Heritage Wealth Advisors's Procter & Gamble position peaked at $1.94M in Q3 2024.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.