IAAG
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Innovative Asset Advisors Group’s Procter & Gamble PG Stock Holding History

Innovative Asset Advisors 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 		$938K Sell
6,393
-72
-1% -$10.5K 0.41% 53
2026
Q1 		$934K Buy
+6,465
New +$980K 0.54% 40

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Innovative Asset Advisors Group's PG Position: Q2 2026 in Review

Innovative Asset Advisors Group reduced its Procter & Gamble (PG) stake by 1.1% in Q2 2026, selling an estimated $10.5K and leaving 6,393 shares worth $938K. The position accounts for 0.41% of the portfolio, ranked #53.

Innovative Asset Advisors Group first reported a position in PG in Q1 2026 and has held it in 2 quarters since. 3,865 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Innovative Asset Advisors Group held 6,393 shares of Procter & Gamble worth $938K as of Q2 2026.
  • Innovative Asset Advisors Group sold 72 Procter & Gamble shares in Q2 2026, an estimated $10.5K.
  • Procter & Gamble made up 0.41% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #53 holding.
  • Innovative Asset Advisors Group first reported a position in Procter & Gamble in Q1 2026 and has held it in 2 quarters since.
  • 3,865 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.