Insigneo Advisory Services’s Procter & Gamble PG Stock Holding History

Insigneo Advisory Services’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	$2.03M	Buy	14,088 +2,343	+20%	+$355K	0.14%	129
2025 Q4	$1.68M	Buy	11,745 +881	+8%	+$130K	0.12%	147
2025 Q3	$1.67M	Sell	10,864 -2,912	-21%	-$455K	0.12%	139
2025 Q2	$2.19M	Sell	13,776 -228	-2%	-$37.2K	0.19%	103
2025 Q1	$2.39M	Sell	14,004 -146	-1%	-$24.5K	0.25%	83
2024 Q4	$2.37M	Sell	14,150 -5,387	-28%	-$917K	0.25%	79
2024 Q3	$3.38M	Sell	19,537 -113	-0.6%	-$19.2K	0.34%	53
2024 Q2	$3.3M	Sell	19,650 -1,539	-7%	-$252K	0.37%	47
2024 Q1	$3.44M	Buy	21,189 +3,063	+17%	+$480K	0.41%	44
2023 Q4	$2.66M	Buy	18,126 +5,602	+45%	+$830K	0.37%	54
2023 Q3	$1.83M	Buy	12,524 +547	+5%	+$83.6K	0.37%	55
2023 Q2	$1.82M	Buy	11,977 +2,474	+26%	+$373K	0.35%	61
2023 Q1	$1.41M	Buy	9,503 +685	+8%	+$97.9K	0.45%	40
2022 Q4	$1.34M	Buy	+8,818	New	+$1.24M	0.51%	43

Other funds holding PG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Insigneo Advisory Services's PG Position: Q1 2026 in Review

Insigneo Advisory Services increased its Procter & Gamble (PG) stake by 20% in Q1 2026, buying an estimated $355K and bringing the position to 14,088 shares worth $2.03M. The position accounts for 0.14% of the portfolio, ranked #129.

Insigneo Advisory Services first reported a position in PG in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.44M in Q1 2024. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Insigneo Advisory Services held 14,088 shares of Procter & Gamble worth $2.03M as of Q1 2026.
Insigneo Advisory Services bought 2,343 Procter & Gamble shares in Q1 2026, an estimated $355K.
Procter & Gamble made up 0.14% of Insigneo Advisory Services's portfolio in Q1 2026, its #129 holding.
Insigneo Advisory Services first reported a position in Procter & Gamble in Q4 2022 and has held it in 14 quarters since.
Insigneo Advisory Services's Procter & Gamble position peaked at $3.44M in Q1 2024.
3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.