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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
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% -$6.37K 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 		$1.71M 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

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

Insight Advisors's PG Position: Q1 2026 in Review

Insight Advisors increased its Procter & Gamble (PG) stake by 1.6% in Q1 2026, buying an estimated $19.6K and bringing the position to 8,261 shares worth $1.19M. The position accounts for 0.23% of the portfolio, ranked #64.

Insight Advisors first reported a position in PG in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.07M in Q1 2022. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Insight Advisors held 8,261 shares of Procter & Gamble worth $1.19M as of Q1 2026.
  • Insight Advisors bought 129 Procter & Gamble shares in Q1 2026, an estimated $19.6K.
  • Procter & Gamble made up 0.23% of Insight Advisors's portfolio in Q1 2026, its #64 holding.
  • Insight Advisors first reported a position in Procter & Gamble in Q4 2020 and has held it in 22 quarters since.
  • Insight Advisors's Procter & Gamble position peaked at $2.07M in Q1 2022.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Insight Advisors's 13F filing for Q1 2026, filed 12 May 2026.