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MONECO Advisors’s Procter & Gamble PG Stock Holding History

MONECO 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 		$2.45M Sell
16,941
-621
-4% -$94.1K 0.19% 119
2025
Q4 		$2.52M Buy
17,562
+441
+3% +$65K 0.2% 109
2025
Q3 		$2.63M Sell
17,121
-1,184
-6% -$185K 0.22% 100
2025
Q2 		$2.92M Sell
18,305
-74
-0.4% -$12.1K 0.27% 85
2025
Q1 		$3.13M Sell
18,379
-8,770
-32% -$1.47M 0.32% 71
2024
Q4 		$4.55M Buy
27,149
+1,345
+5% +$229K 0.48% 41
2024
Q3 		$4.47M Sell
25,804
-13
-0.1% -$2.21K 0.56% 41
2024
Q2 		$4.26M Buy
25,817
+8,051
+45% +$1.32M 0.63% 34
2024
Q1 		$2.88M Buy
17,766
+4,140
+30% +$649K 0.46% 54
2023
Q4 		$2M Buy
13,626
+3,867
+40% +$573K 0.38% 70
2023
Q3 		$1.42M Buy
9,759
+453
+5% +$69.2K 0.39% 65
2023
Q2 		$1.41M Buy
9,306
+78
+0.8% +$11.8K 0.38% 60
2023
Q1 		$1.37M Buy
9,228
+1,206
+15% +$172K 0.4% 57
2022
Q4 		$1.22M Buy
8,022
+80
+1% +$11.2K 0.44% 51
2022
Q3 		$1M Sell
7,942
-41
-0.5% -$5.82K 0.4% 63
2022
Q2 		$1.15M Buy
7,983
+752
+10% +$113K 0.45% 55
2022
Q1 		$1.1M Sell
7,231
-4
-0.1% -$626 0.41% 55
2021
Q4 		$1.19M Buy
7,235
+189
+3% +$28.1K 0.45% 53
2021
Q3 		$985K Buy
7,046
+993
+16% +$141K 0.39% 63
2021
Q2 		$817K Buy
6,053
+88
+1% +$11.9K 0.38% 68
2021
Q1 		$808K Buy
5,965
+106
+2% +$13.8K 0.39% 65
2020
Q4 		$804K Sell
5,859
-668
-10% -$93.4K 0.44% 54
2020
Q3 		$907K Buy
6,527
+606
+10% +$80.5K 0.58% 41
2020
Q2 		$708K Buy
5,921
+143
+2% +$16.7K 0.55% 42
2020
Q1 		$636K Buy
5,778
+812
+16% +$97.5K 0.65% 40
2019
Q4 		$628K Buy
4,966
+161
+3% +$19.7K 0.45% 55
2019
Q3 		$598K Buy
4,805
+278
+6% +$32.8K 0.46% 51
2019
Q2 		$496K Sell
4,527
-411
-8% -$43.8K 0.4% 57
2019
Q1 		$514K Buy
4,938
+677
+16% +$65.9K 0.42% 57
2018
Q4 		$392K Buy
+4,261
New +$381K 0.46% 48

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

MONECO Advisors's PG Position: Q1 2026 in Review

MONECO Advisors reduced its Procter & Gamble (PG) stake by 3.5% in Q1 2026, selling an estimated $94.1K and leaving 16,941 shares worth $2.45M. The position accounts for 0.19% of the portfolio, ranked #119.

MONECO Advisors first reported a position in PG in Q4 2018 and has held it in 30 quarters since. The position peaked at $4.55M in Q4 2024. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • MONECO Advisors held 16,941 shares of Procter & Gamble worth $2.45M as of Q1 2026.
  • MONECO Advisors sold 621 Procter & Gamble shares in Q1 2026, an estimated $94.1K.
  • Procter & Gamble made up 0.19% of MONECO Advisors's portfolio in Q1 2026, its #119 holding.
  • MONECO Advisors first reported a position in Procter & Gamble in Q4 2018 and has held it in 30 quarters since.
  • MONECO Advisors's Procter & Gamble position peaked at $4.55M in Q4 2024.
  • 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.