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Lifeworks Advisors’s Procter & Gamble PG Stock Holding History

Lifeworks 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 		$1.18M Buy
8,039
+1,192
+17% +$173K 0.12% 129
2026
Q1 		$989K Buy
6,847
+155
+2% +$23.5K 0.13% 128
2025
Q4 		$959K Buy
6,692
+2,423
+57% +$357K 0.12% 143
2025
Q3 		$656K Sell
4,269
-25
-0.6% -$3.9K 0.09% 178
2025
Q2 		$684K Sell
4,294
-253
-6% -$41.3K 0.1% 161
2025
Q1 		$775K Sell
4,547
-388
-8% -$65K 0.13% 144
2024
Q4 		$827K Buy
4,935
+41
+0.8% +$6.98K 0.15% 129
2024
Q3 		$848K Sell
4,894
-54
-1% -$9.17K 0.17% 128
2024
Q2 		$816K Sell
4,948
-107
-2% -$17.5K 0.23% 99
2024
Q1 		$820K Sell
5,055
-377
-7% -$59.1K 0.23% 98
2023
Q4 		$796K Buy
5,432
+17
+0.3% +$2.52K 0.27% 89
2023
Q3 		$790K Sell
5,415
-603
-10% -$92.1K 0.31% 90
2023
Q2 		$913K Sell
6,018
-1,185
-16% -$179K 0.39% 79
2023
Q1 		$1.07M Buy
7,203
+593
+9% +$84.8K 0.51% 72
2022
Q4 		$1M Sell
6,610
-774
-10% -$109K 0.56% 61
2022
Q3 		$995K Buy
7,384
+628
+9% +$89.2K 0.57% 62
2022
Q2 		$972K Buy
6,756
+1,822
+37% +$274K 0.62% 51
2022
Q1 		$754K Sell
4,934
-5,161
-51% -$807K 0.5% 72
2021
Q4 		$1.65M Buy
+10,095
New +$1.5M 1.32% 19

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

Lifeworks Advisors's PG Position: Q2 2026 in Review

Lifeworks Advisors increased its Procter & Gamble (PG) stake by 17% in Q2 2026, buying an estimated $173K and bringing the position to 8,039 shares worth $1.18M. The position accounts for 0.12% of the portfolio, ranked #129.

Lifeworks Advisors first reported a position in PG in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.65M in Q4 2021. 4,028 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Lifeworks Advisors held 8,039 shares of Procter & Gamble worth $1.18M as of Q2 2026.
  • Lifeworks Advisors bought 1,192 Procter & Gamble shares in Q2 2026, an estimated $173K.
  • Procter & Gamble made up 0.12% of Lifeworks Advisors's portfolio in Q2 2026, its #129 holding.
  • Lifeworks Advisors first reported a position in Procter & Gamble in Q4 2021 and has held it in 19 quarters since.
  • Lifeworks Advisors's Procter & Gamble position peaked at $1.65M in Q4 2021.
  • 4,028 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.