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High Net Worth Advisory Group’s Procter & Gamble PG Stock Holding History

High Net Worth Advisory Group’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 		$1.58M Hold
10,918
– – 0.37% 64
2025
Q4 		$1.56M Buy
10,918
+1,344
+14% +$198K 0.36% 66
2025
Q3 		$1.47M Sell
9,574
-420
-4% -$65.6K 0.35% 62
2025
Q2 		$1.59M Sell
9,994
-340
-3% -$55.5K 0.42% 54
2025
Q1 		$1.76M Buy
10,334
+1
+0% +$167 0.5% 53
2024
Q4 		$1.73M Sell
10,333
-865
-8% -$147K 0.48% 52
2024
Q3 		$1.94M Sell
11,198
-38
-0.3% -$6.45K 0.53% 45
2024
Q2 		$1.85M Hold
11,236
– – 0.56% 44
2024
Q1 		$1.82M Buy
11,236
+261
+2% +$40.9K 0.57% 43
2023
Q4 		$1.61M Sell
10,975
-975
-8% -$144K 0.6% 42
2023
Q3 		$1.74M Buy
11,950
+75
+0.6% +$11.5K 0.7% 38
2023
Q2 		$1.8M Sell
11,875
-599
-5% -$90.3K 0.7% 38
2023
Q1 		$1.85M Sell
12,474
-400
-3% -$57.2K 0.76% 34
2022
Q4 		$1.95M Sell
12,874
-2,525
-16% -$354K 0.76% 29
2022
Q3 		$1.94M Sell
15,399
-228
-1% -$32.4K 0.83% 25
2022
Q2 		$2.25M Buy
15,627
+229
+1% +$34.4K 0.93% 21
2022
Q1 		$2.35M Buy
15,398
+63
+0.4% +$9.86K 0.86% 28
2021
Q4 		$2.51M Buy
+15,335
New +$2.28M 0.88% 26

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

High Net Worth Advisory Group's PG Position: Q1 2026 in Review

High Net Worth Advisory Group held its Procter & Gamble (PG) position steady in Q1 2026 at 10,918 shares worth $1.58M. The position accounts for 0.37% of the portfolio, ranked #64.

High Net Worth Advisory Group first reported a position in PG in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.51M in Q4 2021. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • High Net Worth Advisory Group held 10,918 shares of Procter & Gamble worth $1.58M as of Q1 2026.
  • High Net Worth Advisory Group left its Procter & Gamble share count unchanged in Q1 2026.
  • Procter & Gamble made up 0.37% of High Net Worth Advisory Group's portfolio in Q1 2026, its #64 holding.
  • High Net Worth Advisory Group first reported a position in Procter & Gamble in Q4 2021 and has held it in 18 quarters since.
  • High Net Worth Advisory Group's Procter & Gamble position peaked at $2.51M in Q4 2021.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.