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Level Financial Advisors’s Procter & Gamble PG Stock Holding History

Level Financial 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 		$5.07M Sell
34,579
-10
-0% -$1.46K 1.13% 24
2026
Q1 		$5M Sell
34,589
-1,931
-5% -$293K 1.27% 23
2025
Q4 		$5.23M Sell
36,520
-143
-0.4% -$21.1K 1.38% 20
2025
Q3 		$5.63M Buy
36,663
+191
+0.5% +$29.8K 1.59% 19
2025
Q2 		$5.81M Buy
36,472
+2
+0% +$326 1.81% 19
2025
Q1 		$6.22M Buy
+36,470
New +$6.11M 2.11% 15
2024
Q1 		– Sell
-201
Closed -$29.5K – 202
2023
Q4 		$29.5K Sell
201
-50
-20% -$7.41K 0.01% 141
2023
Q3 		$36.6K Hold
251
– – 0.02% 125
2023
Q2 		$38.1K Hold
251
– – 0.02% 121
2023
Q1 		$37.3K Hold
251
– – 0.02% 112
2022
Q4 		$38K Hold
251
– – 0.02% 107
2022
Q3 		$32K Sell
251
-32
-11% -$4.55K 0.02% 117
2022
Q2 		$41K Sell
283
-31
-10% -$4.66K 0.03% 114
2022
Q1 		$48K Hold
314
– – 0.04% 90
2021
Q4 		$51K Buy
+314
New +$46.6K 0.04% 93

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

Level Financial Advisors's PG Position: Q2 2026 in Review

Level Financial Advisors reduced its Procter & Gamble (PG) stake by 0.03% in Q2 2026, selling an estimated $1.46K and leaving 34,579 shares worth $5.07M. The position accounts for 1.13% of the portfolio, ranked #24.

Level Financial Advisors first reported a position in PG in Q4 2021 and has held it in 15 quarters since. The position peaked at $6.22M in Q1 2025. 4,015 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Level Financial Advisors held 34,579 shares of Procter & Gamble worth $5.07M as of Q2 2026.
  • Level Financial Advisors sold 10 Procter & Gamble shares in Q2 2026, an estimated $1.46K.
  • Procter & Gamble made up 1.13% of Level Financial Advisors's portfolio in Q2 2026, its #24 holding.
  • Level Financial Advisors first reported a position in Procter & Gamble in Q4 2021 and has held it in 15 quarters since.
  • Level Financial Advisors's Procter & Gamble position peaked at $6.22M in Q1 2025.
  • 4,015 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Level Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.