Insight Advisors
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Insight Advisors’s Procter & Gamble PG Stock Holding History

Insight 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
Q3 		$1.08M Sell
7,409
-609
-8% -$89.2K 0.19% 77
2026
Q2 		$1.18M Sell
8,018
-243
-3% -$35.4K 0.21% 73
2026
Q1 		$1.19M Buy
8,261
+129
+2% +$19.6K 0.23% 64
2025
Q4 		$1.17M Sell
8,132
-203
-2% -$29.9K 0.18% 87
2025
Q3 		$1.28M Sell
8,335
-515
-6% -$80.4K 0.2% 79
2025
Q2 		$1.41M Sell
8,850
-37
-0.4% -$6.04K 0.23% 69
2025
Q1 		$1.51M Sell
8,887
-38
-0.4% -$6.36K 0.26% 62
2024
Q4 		$1.49M Buy
8,925
+14
+0.2% +$2.38K 0.25% 65
2024
Q3 		$1.54M Sell
8,911
-88
-1% -$14.9K 0.27% 63
2024
Q2 		$1.48M Sell
8,999
-7
-0.1% -$1.14K 0.27% 66
2024
Q1 		$1.46M Sell
9,006
-686
-7% -$108K 0.28% 63
2023
Q4 		$1.42M Sell
9,692
-59
-0.6% -$8.74K 0.3% 55
2023
Q3 		$1.42M Sell
9,751
-702
-7% -$107K 0.33% 50
2023
Q2 		$1.59M Sell
10,453
-416
-4% -$62.7K 0.35% 42
2023
Q1 		$1.62M Sell
10,869
-2,087
-16% -$298K 0.38% 41
2022
Q4 		$1.96M Sell
12,956
-528
-4% -$74K 0.69% 35
2022
Q3 		$1.7M Buy
13,484
+116
+0.9% +$16.5K 0.67% 34
2022
Q2 		$1.93M Sell
13,368
-200
-1% -$30.1K 0.66% 34
2022
Q1 		$2.07M Buy
13,568
+3,061
+29% +$479K 0.62% 33
2021
Q4 		$1.72M Sell
10,507
-153
-1% -$22.7K 0.51% 49
2021
Q3 		$1.55M Sell
10,660
-92
-0.9% -$13K 0.46% 49
2021
Q2 		$1.52M Sell
10,752
-2,008
-16% -$272K 0.48% 52
2021
Q1 		$1.7M Buy
12,760
+1,831
+17% +$239K 0.54% 44
2020
Q4 		$1.52M Buy
+10,929
New +$1.53M 0.58% 48

Other funds holding PG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Insight Advisors's PG Position: Q3 2026 in Review

Insight Advisors reduced its Procter & Gamble (PG) stake by 7.6% in Q3 2026, selling an estimated $89.2K and leaving 7,409 shares worth $1.08M. The position accounts for 0.19% of the portfolio, ranked #77.

Insight Advisors first reported a position in PG in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.07M in Q1 2022. 2,830 funds tracked by Wall St. Rank hold PG as of Q3 2026.

  • Insight Advisors held 7,409 shares of Procter & Gamble worth $1.08M as of Q3 2026.
  • Insight Advisors sold 609 Procter & Gamble shares in Q3 2026, an estimated $89.2K.
  • Procter & Gamble made up 0.19% of Insight Advisors's portfolio in Q3 2026, its #77 holding.
  • Insight Advisors first reported a position in Procter & Gamble in Q4 2020 and has held it in 24 quarters since.
  • Insight Advisors's Procter & Gamble position peaked at $2.07M in Q1 2022.
  • 2,830 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on Insight Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.