Moneta Group Investment Advisors’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.7M | Sell |
95,117
-13,370
| -12% | -$2.03M | 0.1% | 96 |
|
|
2025
Q4 | $15.5M | Sell |
108,487
-1,854
| -2% | -$273K | 0.12% | 84 |
|
|
2025
Q3 | $17M | Buy |
110,341
+14,376
| +15% | +$2.25M | 0.13% | 80 |
|
|
2025
Q2 | $15.3M | Buy |
95,965
+14,127
| +17% | +$2.31M | 0.18% | 72 |
|
|
2025
Q1 | $13.9M | Sell |
81,838
-2,912
| -3% | -$488K | 0.19% | 72 |
|
|
2024
Q4 | $14.2M | Sell |
84,750
-1,030
| -1% | -$175K | 0.2% | 69 |
|
|
2024
Q3 | $14.9M | Buy |
85,780
+15,408
| +22% | +$2.62M | 0.22% | 67 |
|
|
2024
Q2 | $11.6M | Sell |
70,372
-222
| -0.3% | -$36.3K | 0.19% | 71 |
|
|
2024
Q1 | $11.5M | Buy |
70,594
+12,153
| +21% | +$1.91M | 0.19% | 74 |
|
|
2023
Q4 | $8.56M | Sell |
58,441
-726
| -1% | -$108K | 0.17% | 78 |
|
|
2023
Q3 | $8.63M | Buy |
59,167
+1,581
| +3% | +$241K | 0.2% | 72 |
|
|
2023
Q2 | $8.74M | Buy |
57,586
+8,818
| +18% | +$1.33M | 0.19% | 72 |
|
|
2023
Q1 | $7.25M | Buy |
48,768
+6,314
| +15% | +$903K | 0.17% | 77 |
|
|
2022
Q4 | $6.04M | Buy |
42,454
+2,573
| +6% | +$361K | 0.17% | 88 |
|
|
2022
Q3 | $5.04M | Sell |
39,881
-1,151
| -3% | -$164K | 0.19% | 87 |
|
|
2022
Q2 | $5.9M | Buy |
41,032
+10,050
| +32% | +$1.51M | 0.2% | 85 |
|
|
2022
Q1 | $4.73M | Sell |
30,982
-226
| -0.7% | -$35.4K | 0.19% | 87 |
|
|
2021
Q4 | $5.11M | Buy |
31,208
+7,875
| +34% | +$1.17M | 0.21% | 79 |
|
|
2021
Q3 | $3.26M | Sell |
23,333
-4,696
| -17% | -$666K | 0.15% | 99 |
|
|
2021
Q2 | $3.78M | Buy |
28,029
+6,439
| +30% | +$871K | 0.17% | 97 |
|
|
2021
Q1 | $2.92M | Buy |
21,590
+14,072
| +187% | +$1.84M | 0.15% | 102 |
|
|
2020
Q4 | $1.05M | Buy |
7,518
+338
| +5% | +$47.2K | 0.08% | 142 |
|
|
2020
Q3 | $998K | Sell |
7,180
-5,415
| -43% | -$719K | 0.09% | 123 |
|
|
2020
Q2 | $1.51M | Buy |
12,595
+1,559
| +14% | +$182K | 0.14% | 95 |
|
|
2020
Q1 | $1.21M | Buy |
11,036
+35
| +0.3% | +$4.2K | 0.13% | 100 |
|
|
2019
Q4 | $1.37M | Sell |
11,001
-9,404
| -46% | -$1.15M | 0.12% | 103 |
|
|
2019
Q3 | $2.54M | Buy |
20,405
+387
| +2% | +$45.7K | 0.24% | 74 |
|
|
2019
Q2 | $2.19M | Buy |
20,018
+412
| +2% | +$43.9K | 0.22% | 73 |
|
|
2019
Q1 | $2.04M | Sell |
19,606
-2,881
| -13% | -$280K | 0.21% | 73 |
|
|
2018
Q4 | $2.07M | Buy |
22,487
+238
| +1% | +$21.3K | 0.25% | 70 |
|
|
2018
Q3 | $1.85M | Sell |
22,249
-9,896
| -31% | -$809K | 0.19% | 78 |
|
|
2018
Q2 | $2.51M | Sell |
32,145
-29,530
| -48% | -$2.22M | 0.28% | 59 |
|
|
2018
Q1 | $1.71M | Buy |
61,675
+43,755
| +244% | +$3.65M | 0.23% | 57 |
|
|
2017
Q4 | $1.65M | Buy |
17,920
+201
| +1% | +$18.1K | 0.25% | 51 |
|
|
2017
Q3 | $1.61M | Sell |
17,719
-2,162
| -11% | -$197K | 0.25% | 49 |
|
|
2017
Q2 | $1.73M | Buy |
19,881
+1,090
| +6% | +$96.1K | 0.28% | 61 |
|
|
2017
Q1 | $1.69M | Sell |
18,791
-1,600
| -8% | -$142K | 0.33% | 40 |
|
|
2016
Q4 | $1.71M | Sell |
20,391
-3,006
| -13% | -$256K | 0.35% | 40 |
|
|
2016
Q3 | $2.1M | Sell |
23,397
-12,115
| -34% | -$1.05M | 0.48% | 30 |
|
|
2016
Q2 | $3.01M | Buy |
35,512
+1,923
| +6% | +$158K | 0.66% | 27 |
|
|
2016
Q1 | $2.77M | Buy |
33,589
+10,105
| +43% | +$814K | 0.61% | 27 |
|
|
2015
Q4 | $1.86M | Sell |
23,484
-2,055
| -8% | -$157K | 0.46% | 32 |
|
|
2015
Q3 | $1.84M | Sell |
25,539
-305
| -1% | -$22.9K | 0.51% | 29 |
|
|
2015
Q2 | $2.02M | Sell |
25,844
-2,182
| -8% | -$176K | 0.62% | 22 |
|
|
2015
Q1 | $2.3M | Sell |
28,026
-630
| -2% | -$54.2K | 0.98% | 14 |
|
|
2014
Q4 | $2.61M | Sell |
28,656
-725
| -2% | -$63.8K | 1.26% | 14 |
|
|
2014
Q3 | $2.46M | Buy |
29,381
+1,021
| +4% | +$83.7K | 1.28% | 14 |
|
|
2014
Q2 | $2.23M | Sell |
28,360
-44
| -0.2% | -$3.55K | 1.2% | 12 |
|
|
2014
Q1 | $2.29M | Sell |
28,404
-856
| -3% | -$67.5K | 1.35% | 12 |
|
|
2013
Q4 | $2.38M | Sell |
29,260
-1,214
| -4% | -$98.9K | 1.44% | 12 |
|
|
2013
Q3 | $2.3M | Buy |
30,474
+598
| +2% | +$47.6K | 1.52% | 12 |
|
|
2013
Q2 | $2.3M | Buy |
+29,876
| New | +$2.34M | 1.62% | 12 |
|
Other funds holding PG
VCM
VPM
Moneta Group Investment Advisors's PG Position: Q1 2026 in Review
Moneta Group Investment Advisors reduced its Procter & Gamble (PG) stake by 12% in Q1 2026, selling an estimated $2.03M and leaving 95,117 shares worth $13.7M. The position accounts for 0.1% of the portfolio, ranked #96.
Moneta Group Investment Advisors first reported a position in PG in Q2 2013 and has held it in 52 quarters since. The position peaked at $17M in Q3 2025. 3,989 funds tracked by Wall St. Rank hold PG as of Q1 2026.
- Moneta Group Investment Advisors held 95,117 shares of Procter & Gamble worth $13.7M as of Q1 2026.
- Moneta Group Investment Advisors sold 13,370 Procter & Gamble shares in Q1 2026, an estimated $2.03M.
- Procter & Gamble made up 0.1% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #96 holding.
- Moneta Group Investment Advisors first reported a position in Procter & Gamble in Q2 2013 and has held it in 52 quarters since.
- Moneta Group Investment Advisors's Procter & Gamble position peaked at $17M in Q3 2025.
- 3,989 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.
Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.