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Intellus Advisors’s Procter & Gamble PG Stock Holding History

Intellus 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
Q2 		$302K Sell
2,058
-345
-14% -$50.2K 0.04% 105
2026
Q1 		$347K Buy
2,403
+133
+6% +$20.2K 0.05% 94
2025
Q4 		$325K Sell
2,270
-100
-4% -$14.7K 0.04% 95
2025
Q3 		$364K Sell
2,370
-835
-26% -$130K 0.05% 95
2025
Q2 		$511K Buy
3,205
+335
+12% +$54.7K 0.08% 80
2025
Q1 		$489K Buy
2,870
+5
+0.2% +$837 0.09% 76
2024
Q4 		$480K Buy
+2,865
New +$488K 0.08% 72

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Intellus Advisors's PG Position: Q2 2026 in Review

Intellus Advisors reduced its Procter & Gamble (PG) stake by 14% in Q2 2026, selling an estimated $50.2K and leaving 2,058 shares worth $302K. The position accounts for 0.04% of the portfolio, ranked #105.

Intellus Advisors first reported a position in PG in Q4 2024 and has held it in 7 quarters since. The position peaked at $511K in Q2 2025. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Intellus Advisors held 2,058 shares of Procter & Gamble worth $302K as of Q2 2026.
  • Intellus Advisors sold 345 Procter & Gamble shares in Q2 2026, an estimated $50.2K.
  • Procter & Gamble made up 0.04% of Intellus Advisors's portfolio in Q2 2026, its #105 holding.
  • Intellus Advisors first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
  • Intellus Advisors's Procter & Gamble position peaked at $511K in Q2 2025.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Intellus Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.