Lido Advisors
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Lido Advisors’s Procter & Gamble PG Stock Holding History

Lido 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 		$2.2M Sell
15,200
-100
-0.7% -$15.2K 0.01% 683
2025
Q4 		$2.19M Hold
15,300
– – 0.01% 690
2025
Q3 		$2.35M Buy
15,300
+2,400
+19% +$375K 0.01% 642
2025
Q2 		$2.06M Buy
12,900
+8,600
+200% +$1.4M 0.01% 581
2025
Q1 		$733K Sell
4,300
-10,300
-71% -$1.73M ﹤0.01% 896
2024
Q4 		$2.45M Buy
14,600
+4,100
+39% +$698K 0.01% 479
2024
Q3 		$1.82M Buy
10,500
+6,600
+169% +$1.12M 0.01% 493
2024
Q2 		$643K Hold
3,900
– – ﹤0.01% 837
2024
Q1 		$633K Hold
3,900
– – ﹤0.01% 822
2023
Q4 		$572K Hold
3,900
– – ﹤0.01% 811
2023
Q3 		$569K Buy
3,900
+700
+22% +$107K ﹤0.01% 713
2023
Q2 		$486K Hold
3,200
– – ﹤0.01% 754
2023
Q1 		$476K Sell
3,200
-600
-16% -$85.8K ﹤0.01% 689
2022
Q4 		$576K Hold
3,800
– – 0.01% 547
2022
Q3 		$511K Hold
3,800
– – 0.01% 541
2022
Q2 		$546K Hold
3,800
– – 0.01% 514
2022
Q1 		$580K Hold
3,800
– – 0.01% 557
2021
Q4 		$618K Sell
3,800
-2,200
-37% -$327K 0.01% 547
2021
Q3 		$838K Hold
6,000
– – 0.01% 447
2021
Q2 		$809K Buy
6,000
+2,600
+76% +$352K 0.01% 426
2021
Q1 		$460K Hold
3,400
– – 0.01% 526
2020
Q4 		$473K Buy
3,400
+1,200
+55% +$168K 0.01% 492
2020
Q3 		$305K Hold
2,200
– – 0.01% 481
2020
Q2 		$263K Buy
+2,200
New +$257K 0.01% 483

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

Lido Advisors's PG Position: Q1 2026 in Review

Lido Advisors increased its Procter & Gamble (PG) stake by 6.7% in Q1 2026, buying an estimated $2.56M and bringing the position to 267,535 shares worth $38.6M. The position accounts for 0.12% of the portfolio, ranked #115.

Lido Advisors first reported a position in PG in Q1 2016 and has held it in 41 quarters since. The position peaked at $55.9M in Q4 2024. 3,987 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Lido Advisors held 267,535 shares of Procter & Gamble worth $38.6M as of Q1 2026.
  • Lido Advisors bought 16,904 Procter & Gamble shares in Q1 2026, an estimated $2.56M.
  • Procter & Gamble made up 0.12% of Lido Advisors's portfolio in Q1 2026, its #115 holding.
  • Lido Advisors first reported a position in Procter & Gamble in Q1 2016 and has held it in 41 quarters since.
  • Lido Advisors's Procter & Gamble position peaked at $55.9M in Q4 2024.
  • 3,987 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

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