LA
PG icon

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
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 $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

Lifeworks Advisors's PG Position: Q1 2026 in Review

Lifeworks Advisors increased its Procter & Gamble (PG) stake by 2.3% in Q1 2026, buying an estimated $23.5K and bringing the position to 6,847 shares worth $989K. The position accounts for 0.13% of the portfolio, ranked #128.

Lifeworks Advisors first reported a position in PG in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.65M in Q4 2021. 3,990 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Lifeworks Advisors held 6,847 shares of Procter & Gamble worth $989K as of Q1 2026.
  • Lifeworks Advisors bought 155 Procter & Gamble shares in Q1 2026, an estimated $23.5K.
  • Procter & Gamble made up 0.13% of Lifeworks Advisors's portfolio in Q1 2026, its #128 holding.
  • Lifeworks Advisors first reported a position in Procter & Gamble in Q4 2021 and has held it in 18 quarters since.
  • Lifeworks Advisors's Procter & Gamble position peaked at $1.65M in Q4 2021.
  • 3,990 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.