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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
Q2 		$1.54M Buy
10,503
+2,551
+32% +$371K 0.1% 69
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Moss Adams Wealth Advisors's PG Position: Q2 2026 in Review

Moss Adams Wealth Advisors increased its Procter & Gamble (PG) stake by 32% in Q2 2026, buying an estimated $371K and bringing the position to 10,503 shares worth $1.54M. The position accounts for 0.1% of the portfolio, ranked #69.

Moss Adams Wealth Advisors first reported a position in PG in Q4 2022 and has held it in 15 quarters since. 4,033 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Moss Adams Wealth Advisors held 10,503 shares of Procter & Gamble worth $1.54M as of Q2 2026.
  • Moss Adams Wealth Advisors bought 2,551 Procter & Gamble shares in Q2 2026, an estimated $371K.
  • Procter & Gamble made up 0.1% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #69 holding.
  • Moss Adams Wealth Advisors first reported a position in Procter & Gamble in Q4 2022 and has held it in 15 quarters since.
  • 4,033 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.