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Moss Adams Wealth Advisors’s Procter & Gamble PG Stock Holding History

Moss Adams Wealth 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 		$1.15M Buy
7,952
+1,848
+30% +$280K 0.08% 77
2025
Q4 		$875K Sell
6,104
-905
-13% -$133K 0.06% 91
2025
Q3 		$1.08M Sell
7,009
-675
-9% -$105K 0.08% 73
2025
Q2 		$1.22M Buy
7,684
+324
+4% +$52.9K 0.11% 65
2025
Q1 		$1.25M Buy
7,360
+1,073
+17% +$180K 0.13% 53
2024
Q4 		$1.05M Sell
6,287
-331
-5% -$56.4K 0.11% 57
2024
Q3 		$1.15M Buy
6,618
+393
+6% +$66.7K 0.13% 49
2024
Q2 		$1.03M Buy
6,225
+918
+17% +$150K 0.14% 48
2024
Q1 		$861K Buy
5,307
+518
+11% +$81.2K 0.14% 52
2023
Q4 		$702K Sell
4,789
-39
-0.8% -$5.78K 0.15% 43
2023
Q3 		$704K Buy
4,828
+1,795
+59% +$274K 0.24% 33
2023
Q2 		$460K Sell
3,033
-295
-9% -$44.5K 0.15% 46
2023
Q1 		$495K Sell
3,328
-83
-2% -$11.9K 0.17% 43
2022
Q4 		$517K Buy
+3,411
New +$478K 0.26% 54

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

Moss Adams Wealth Advisors's PG Position: Q1 2026 in Review

Moss Adams Wealth Advisors increased its Procter & Gamble (PG) stake by 30% in Q1 2026, buying an estimated $280K and bringing the position to 7,952 shares worth $1.15M. The position accounts for 0.08% of the portfolio, ranked #77.

Moss Adams Wealth Advisors first reported a position in PG in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.25M in Q1 2025. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Moss Adams Wealth Advisors held 7,952 shares of Procter & Gamble worth $1.15M as of Q1 2026.
  • Moss Adams Wealth Advisors bought 1,848 Procter & Gamble shares in Q1 2026, an estimated $280K.
  • Procter & Gamble made up 0.08% of Moss Adams Wealth Advisors's portfolio in Q1 2026, its #77 holding.
  • Moss Adams Wealth Advisors first reported a position in Procter & Gamble in Q4 2022 and has held it in 14 quarters since.
  • Moss Adams Wealth Advisors's Procter & Gamble position peaked at $1.25M in Q1 2025.
  • 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.