HNWAG
PG icon

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
Q2 		$1.59M Sell
10,817
-101
-0.9% -$14.7K 0.34% 68
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

High Net Worth Advisory Group's PG Position: Q2 2026 in Review

High Net Worth Advisory Group reduced its Procter & Gamble (PG) stake by 0.93% in Q2 2026, selling an estimated $14.7K and leaving 10,817 shares worth $1.59M. The position accounts for 0.34% of the portfolio, ranked #68.

High Net Worth Advisory Group first reported a position in PG in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.51M in Q4 2021. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • High Net Worth Advisory Group held 10,817 shares of Procter & Gamble worth $1.59M as of Q2 2026.
  • High Net Worth Advisory Group sold 101 Procter & Gamble shares in Q2 2026, an estimated $14.7K.
  • Procter & Gamble made up 0.34% of High Net Worth Advisory Group's portfolio in Q2 2026, its #68 holding.
  • High Net Worth Advisory Group first reported a position in Procter & Gamble in Q4 2021 and has held it in 19 quarters since.
  • High Net Worth Advisory Group's Procter & Gamble position peaked at $2.51M in Q4 2021.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.