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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
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 $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

Intellus Advisors's PG Position: Q1 2026 in Review

Intellus Advisors increased its Procter & Gamble (PG) stake by 5.9% in Q1 2026, buying an estimated $20.2K and bringing the position to 2,403 shares worth $347K. The position accounts for 0.05% of the portfolio, ranked #94.

Intellus Advisors first reported a position in PG in Q4 2024 and has held it in 6 quarters since. The position peaked at $511K in Q2 2025. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Intellus Advisors held 2,403 shares of Procter & Gamble worth $347K as of Q1 2026.
  • Intellus Advisors bought 133 Procter & Gamble shares in Q1 2026, an estimated $20.2K.
  • Procter & Gamble made up 0.05% of Intellus Advisors's portfolio in Q1 2026, its #94 holding.
  • Intellus Advisors first reported a position in Procter & Gamble in Q4 2024 and has held it in 6 quarters since.
  • Intellus Advisors's Procter & Gamble position peaked at $511K in Q2 2025.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Intellus Advisors's 13F filing for Q1 2026, filed 7 May 2026.