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
2021
Q1 		– Sell
-4
Closed -$1K – 639
2020
Q4 		$1K Buy
+4
New +$559 ﹤0.01% 575

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T 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

Independent Advisor Alliance's PG Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Procter & Gamble (PG) stake by 8% in Q1 2026, selling an estimated $1.57M and leaving 119,430 shares worth $17.3M. The position accounts for 0.19% of the portfolio, ranked #111.

Independent Advisor Alliance first reported a position in PG in Q4 2016 and has held it in 38 quarters since. The position peaked at $32.3M in Q4 2021. 3,998 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Independent Advisor Alliance held 119,430 shares of Procter & Gamble worth $17.3M as of Q1 2026.
  • Independent Advisor Alliance sold 10,364 Procter & Gamble shares in Q1 2026, an estimated $1.57M.
  • Procter & Gamble made up 0.19% of Independent Advisor Alliance's portfolio in Q1 2026, its #111 holding.
  • Independent Advisor Alliance first reported a position in Procter & Gamble in Q4 2016 and has held it in 38 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 Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.