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Latitude Advisors’s Procter & Gamble PG Stock Holding History

Latitude 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 		$575K Buy
3,922
+1,476
+60% +$215K 0.23% 106
2026
Q1 		$353K Sell
2,446
-5
-0.2% -$758 0.16% 147
2025
Q4 		$351K Buy
2,451
+41
+2% +$6.04K 0.15% 143
2025
Q3 		$370K Sell
2,410
-791
-25% -$124K 0.17% 125
2025
Q2 		$510K Sell
3,201
-39
-1% -$6.37K 0.26% 88
2025
Q1 		$552K Sell
3,240
-822
-20% -$138K 0.32% 76
2024
Q4 		$681K Sell
4,062
-164
-4% -$27.9K 0.38% 63
2024
Q3 		$732K Buy
4,226
+80
+2% +$13.6K 0.41% 62
2024
Q2 		$684K Sell
4,146
-34
-0.8% -$5.56K 0.42% 53
2024
Q1 		$678K Buy
4,180
+225
+6% +$35.3K 0.42% 51
2023
Q4 		$580K Sell
3,955
-118
-3% -$17.5K 0.41% 59
2023
Q3 		$594K Buy
4,073
+41
+1% +$6.26K 0.43% 50
2023
Q2 		$612K Buy
4,032
+1,023
+34% +$154K 0.42% 47
2023
Q1 		$447K Sell
3,009
-30
-1% -$4.29K 0.32% 80
2022
Q4 		$461K Sell
3,039
-224
-7% -$31.4K 0.35% 65
2022
Q3 		$412K Buy
3,263
+429
+15% +$60.9K 0.34% 70
2022
Q2 		$424K Sell
2,834
-5,235
-65% -$787K 0.39% 69
2022
Q1 		$1.23M Buy
8,069
+4,262
+112% +$667K 0.28% 80
2021
Q4 		$623K Sell
3,807
-197
-5% -$29.2K 0.17% 125
2021
Q3 		$560K Buy
4,004
+1,983
+98% +$281K 0.18% 121
2021
Q2 		$273K Buy
2,021
+16
+0.8% +$2.17K 0.2% 126
2021
Q1 		$271K Sell
2,005
-54
-3% -$7.05K 0.22% 113
2020
Q4 		$286K Buy
+2,059
New +$288K 0.25% 99

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

Latitude Advisors's PG Position: Q2 2026 in Review

Latitude Advisors increased its Procter & Gamble (PG) stake by 60% in Q2 2026, buying an estimated $215K and bringing the position to 3,922 shares worth $575K. The position accounts for 0.23% of the portfolio, ranked #106.

Latitude Advisors first reported a position in PG in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.23M in Q1 2022. 4,028 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Latitude Advisors held 3,922 shares of Procter & Gamble worth $575K as of Q2 2026.
  • Latitude Advisors bought 1,476 Procter & Gamble shares in Q2 2026, an estimated $215K.
  • Procter & Gamble made up 0.23% of Latitude Advisors's portfolio in Q2 2026, its #106 holding.
  • Latitude Advisors first reported a position in Procter & Gamble in Q4 2020 and has held it in 23 quarters since.
  • Latitude Advisors's Procter & Gamble position peaked at $1.23M in Q1 2022.
  • 4,028 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.