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MBA Advisors’s Procter & Gamble PG Stock Holding History

MBA 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 		$919K Sell
6,363
-488
-7% -$74K 0.35% 60
2025
Q4 		$982K Buy
6,851
+29
+0.4% +$4.28K 0.4% 55
2025
Q3 		$1.05M Buy
6,822
+28
+0.4% +$4.37K 0.45% 51
2025
Q2 		$1.08M Sell
6,794
-224
-3% -$36.6K 0.5% 44
2025
Q1 		$1.2M Buy
7,018
+3
+0% +$502 0.59% 42
2024
Q4 		$1.18M Sell
7,015
-778
-10% -$133K 0.59% 38
2024
Q3 		$1.35M Sell
7,793
-645
-8% -$109K 0.65% 36
2024
Q2 		$1.39M Sell
8,438
-145
-2% -$23.7K 0.71% 35
2024
Q1 		$1.39M Sell
8,583
-328
-4% -$51.4K 0.72% 33
2023
Q4 		$1.31M Buy
8,911
+34
+0.4% +$5.04K 0.73% 34
2023
Q3 		$1.29M Buy
8,877
+3
+0% +$458 0.79% 31
2023
Q2 		$1.35M Sell
8,874
-758
-8% -$114K 0.8% 32
2023
Q1 		$1.43M Buy
9,632
+17
+0.2% +$2.43K 0.89% 32
2022
Q4 		$1.46M Sell
9,615
-112
-1% -$15.7K 0.95% 31
2022
Q3 		$1.23M Buy
9,727
+16
+0.2% +$2.27K 0.89% 32
2022
Q2 		$1.4M Sell
9,711
-31
-0.3% -$4.66K 0.96% 29
2022
Q1 		$1.49M Sell
9,742
-6
-0.1% -$939 0.92% 30
2021
Q4 		$1.59M Buy
9,748
+2,012
+26% +$299K 0.99% 31
2021
Q3 		$1.08M Buy
7,736
+29
+0.4% +$4.11K 0.8% 37
2021
Q2 		$1.04K Buy
7,707
+3
+0% +$406 0.48% 41
2021
Q1 		$1.04K Buy
+7,704
New +$1.01M 0.57% 40

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

MBA Advisors's PG Position: Q1 2026 in Review

MBA Advisors reduced its Procter & Gamble (PG) stake by 7.1% in Q1 2026, selling an estimated $74K and leaving 6,363 shares worth $919K. The position accounts for 0.35% of the portfolio, ranked #60.

MBA Advisors first reported a position in PG in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.59M in Q4 2021. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • MBA Advisors held 6,363 shares of Procter & Gamble worth $919K as of Q1 2026.
  • MBA Advisors sold 488 Procter & Gamble shares in Q1 2026, an estimated $74K.
  • Procter & Gamble made up 0.35% of MBA Advisors's portfolio in Q1 2026, its #60 holding.
  • MBA Advisors first reported a position in Procter & Gamble in Q1 2021 and has held it in 21 quarters since.
  • MBA Advisors's Procter & Gamble position peaked at $1.59M in Q4 2021.
  • 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on MBA Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.