IAA
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Independent Advisor Alliance’s Procter & Gamble PG Stock Holding History

Independent Advisor Alliance’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 		$17.6M Buy
120,177
+747
+0.6% +$109K 0.41% 34
2026
Q1 		$17.3M Sell
119,430
-10,364
-8% -$1.57M 0.19% 111
2025
Q4 		$18.6M Sell
129,794
-4,552
-3% -$671K 0.45% 30
2025
Q3 		$20.6M Sell
134,346
-298
-0.2% -$46.5K 0.54% 27
2025
Q2 		$21.5M Sell
134,644
-3,380
-2% -$552K 0.62% 24
2025
Q1 		$23.5M Sell
138,024
-3,158
-2% -$529K 0.78% 24
2024
Q4 		$23.7M Buy
141,182
+5,132
+4% +$874K 0.31% 64
2024
Q3 		$23.6M Buy
136,050
+4,301
+3% +$730K 0.86% 20
2024
Q2 		$21.7M Buy
131,749
+257
+0.2% +$42K 0.74% 23
2024
Q1 		$21.3M Sell
131,492
-8,530
-6% -$1.34M 0.77% 27
2023
Q4 		$20.5M Sell
140,022
-1,324
-0.9% -$196K 0.74% 28
2023
Q3 		$20.6M Sell
141,346
-8,551
-6% -$1.31M 0.93% 22
2023
Q2 		$22.7M Sell
149,897
-1,936
-1% -$292K 1% 20
2023
Q1 		$22.6M Sell
151,833
-8,913
-6% -$1.27M 1.09% 17
2022
Q4 		$24.4K Sell
160,746
-27,438
-15% -$3.85M 0.01% 152
2022
Q3 		$23.8M Sell
188,184
-21,009
-10% -$2.98M 1.39% 9
2022
Q2 		$30.1M Buy
209,193
+6,785
+3% +$1.02M 1.68% 5
2022
Q1 		$30.9M Buy
202,408
+5,212
+3% +$815K 1.49% 7
2021
Q4 		$32.3M Buy
197,196
+10,807
+6% +$1.6M 1.59% 6
2021
Q3 		$26.1M Buy
186,389
+17,608
+10% +$2.5M 1.45% 7
2021
Q2 		$22.8M Buy
168,781
+11,778
+8% +$1.59M 1.25% 10
2021
Q1 		$21.3M Buy
157,003
+1,726
+1% +$225K 1.26% 10
2020
Q4 		$21.6M Buy
155,277
+2,248
+1% +$314K 1.47% 7
2020
Q3 		$21.3M Sell
153,029
-3,920
-2% -$520K 1.61% 5
2020
Q2 		$18.8M Sell
156,949
-4,518
-3% -$527K 2.01% 4
2020
Q1 		$17.8M Buy
161,467
+5,074
+3% +$609K 2.58% 4
2019
Q4 		$19.5M Buy
156,393
+4,235
+3% +$518K 0.85% 18
2019
Q3 		$18.9M Buy
152,158
+2,056
+1% +$243K 2.31% 4
2019
Q2 		$16M Buy
150,102
+2,290
+2% +$244K 2.32% 5
2019
Q1 		$15.4M Buy
147,812
+8,403
+6% +$818K 2.16% 4
2018
Q4 		$12.8M Buy
139,409
+53,455
+62% +$4.78M 2.27% 5
2018
Q3 		$7.09M Buy
85,954
+24,322
+39% +$1.99M 1.28% 15
2018
Q2 		$4.73M Buy
61,632
+1,911
+3% +$144K 0.98% 27
2018
Q1 		$4.62M Buy
59,721
+5,016
+9% +$418K 1.03% 22
2017
Q4 		$5.02M Buy
54,705
+4,701
+9% +$423K 1.12% 20
2017
Q3 		$4.61M Buy
50,004
+1,653
+3% +$150K 1.27% 18
2017
Q2 		$4.21M Buy
48,351
+5,115
+12% +$451K 1.34% 15
2017
Q1 		$3.89M Buy
43,236
+5,641
+15% +$500K 0.62% 45
2016
Q4 		$3.29M Buy
+37,595
New +$3.2M 1.41% 15

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

Independent Advisor Alliance's PG Position: Q2 2026 in Review

Independent Advisor Alliance increased its Procter & Gamble (PG) stake by 0.63% in Q2 2026, buying an estimated $109K and bringing the position to 120,177 shares worth $17.6M. The position accounts for 0.41% of the portfolio, ranked #34.

Independent Advisor Alliance first reported a position in PG in Q4 2016 and has held it in 39 quarters since. The position peaked at $32.3M in Q4 2021. 3,998 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Independent Advisor Alliance held 120,177 shares of Procter & Gamble worth $17.6M as of Q2 2026.
  • Independent Advisor Alliance bought 747 Procter & Gamble shares in Q2 2026, an estimated $109K.
  • Procter & Gamble made up 0.41% of Independent Advisor Alliance's portfolio in Q2 2026, its #34 holding.
  • Independent Advisor Alliance first reported a position in Procter & Gamble in Q4 2016 and has held it in 39 quarters since.
  • Independent Advisor Alliance's Procter & Gamble position peaked at $32.3M in Q4 2021.
  • 3,998 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.