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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
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 $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

HTG Investment Advisors's PG Position: Q1 2026 in Review

HTG Investment Advisors increased its Procter & Gamble (PG) stake by 0.57% in Q1 2026, buying an estimated $5.46K and bringing the position to 6,321 shares worth $913K. The position accounts for 0.26% of the portfolio, ranked #41.

HTG Investment Advisors first reported a position in PG in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.2M in Q2 2023. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • HTG Investment Advisors held 6,321 shares of Procter & Gamble worth $913K as of Q1 2026.
  • HTG Investment Advisors bought 36 Procter & Gamble shares in Q1 2026, an estimated $5.46K.
  • Procter & Gamble made up 0.26% of HTG Investment Advisors's portfolio in Q1 2026, its #41 holding.
  • HTG Investment Advisors first reported a position in Procter & Gamble in Q4 2022 and has held it in 14 quarters since.
  • HTG Investment Advisors's Procter & Gamble position peaked at $1.2M in Q2 2023.
  • 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on HTG Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.