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HTG Investment Advisors’s Procter & Gamble PG Stock Holding History

HTG Investment 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
Q2 		$895K Sell
6,101
-220
-3% -$32K 0.23% 43
2026
Q1 		$913K Buy
6,321
+36
+0.6% +$5.46K 0.26% 41
2025
Q4 		$901K Sell
6,285
-24
-0.4% -$3.54K 0.28% 35
2025
Q3 		$969K Sell
6,309
-548
-8% -$85.6K 0.33% 33
2025
Q2 		$1.09M Sell
6,857
-12
-0.2% -$1.96K 0.41% 30
2025
Q1 		$1.17M Sell
6,869
-11
-0.2% -$1.84K 0.49% 29
2024
Q4 		$1.15M Buy
6,880
+23
+0.3% +$3.92K 0.53% 27
2024
Q3 		$1.19M Sell
6,857
-96
-1% -$16.3K 0.56% 27
2024
Q2 		$1.15M Buy
6,953
+5
+0.1% +$817 0.62% 27
2024
Q1 		$1.13M Sell
6,948
-22
-0.3% -$3.45K 0.65% 25
2023
Q4 		$1.02M Buy
6,970
+93
+1% +$13.8K 0.67% 25
2023
Q3 		$1M Sell
6,877
-1,060
-13% -$162K 0.8% 24
2023
Q2 		$1.2M Buy
7,937
+1,556
+24% +$235K 0.99% 22
2023
Q1 		$949K Sell
6,381
-25
-0.4% -$3.57K 0.86% 24
2022
Q4 		$971K Buy
+6,406
New +$898K 0.98% 23

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

HTG Investment Advisors's PG Position: Q2 2026 in Review

HTG Investment Advisors reduced its Procter & Gamble (PG) stake by 3.5% in Q2 2026, selling an estimated $32K and leaving 6,101 shares worth $895K. The position accounts for 0.23% of the portfolio, ranked #43.

HTG Investment Advisors first reported a position in PG in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.2M in Q2 2023. 4,031 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • HTG Investment Advisors held 6,101 shares of Procter & Gamble worth $895K as of Q2 2026.
  • HTG Investment Advisors sold 220 Procter & Gamble shares in Q2 2026, an estimated $32K.
  • Procter & Gamble made up 0.23% of HTG Investment Advisors's portfolio in Q2 2026, its #43 holding.
  • HTG Investment Advisors first reported a position in Procter & Gamble in Q4 2022 and has held it in 15 quarters since.
  • HTG Investment Advisors's Procter & Gamble position peaked at $1.2M in Q2 2023.
  • 4,031 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on HTG Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.