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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
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 $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

Latitude Advisors's PG Position: Q1 2026 in Review

Latitude Advisors reduced its Procter & Gamble (PG) stake by 0.2% in Q1 2026, selling an estimated $758 and leaving 2,446 shares worth $353K. The position accounts for 0.16% of the portfolio, ranked #147.

Latitude Advisors first reported a position in PG in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.23M in Q1 2022. 3,986 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Latitude Advisors held 2,446 shares of Procter & Gamble worth $353K as of Q1 2026.
  • Latitude Advisors sold 5 Procter & Gamble shares in Q1 2026, an estimated $758.
  • Procter & Gamble made up 0.16% of Latitude Advisors's portfolio in Q1 2026, its #147 holding.
  • Latitude Advisors first reported a position in Procter & Gamble in Q4 2020 and has held it in 22 quarters since.
  • Latitude Advisors's Procter & Gamble position peaked at $1.23M in Q1 2022.
  • 3,986 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Latitude Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.