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MSH Capital Advisors’s Procter & Gamble PG Stock Holding History

MSH Capital 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 		$1.71M Sell
11,816
-277
-2% -$42K 0.36% 78
2025
Q4 		$1.73M Buy
12,093
+981
+9% +$145K 0.37% 72
2025
Q3 		$1.71M Buy
11,112
+821
+8% +$128K 0.46% 66
2025
Q2 		$1.64M Buy
10,291
+39
+0.4% +$6.37K 0.47% 62
2025
Q1 		$1.75M Buy
10,252
+15
+0.1% +$2.51K 0.54% 55
2024
Q4 		$1.72M Sell
10,237
-416
-4% -$70.8K 0.54% 54
2024
Q3 		$1.85M Sell
10,653
-231
-2% -$39.2K 0.56% 57
2024
Q2 		$1.8M Sell
10,884
-241
-2% -$39.4K 0.6% 55
2024
Q1 		$1.81M Buy
11,125
+128
+1% +$20.1K 0.63% 51
2023
Q4 		$1.61M Sell
10,997
-466
-4% -$69K 0.6% 55
2023
Q3 		$1.67M Buy
11,463
+324
+3% +$49.5K 0.66% 52
2023
Q2 		$1.69M Buy
11,139
+1,671
+18% +$252K 0.62% 55
2023
Q1 		$1.41M Sell
9,468
-38
-0.4% -$5.43K 0.6% 62
2022
Q4 		$1.44M Buy
9,506
+41
+0.4% +$5.75K 0.65% 54
2022
Q3 		$1.19M Sell
9,465
-46
-0.5% -$6.54K 0.59% 60
2022
Q2 		$1.37M Sell
9,511
-1
-0% -$150 0.64% 56
2022
Q1 		$1.45M Buy
9,512
+1,014
+12% +$159K 0.6% 55
2021
Q4 		$1.39M Buy
+8,498
New +$1.26M 0.62% 52

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

MSH Capital Advisors's PG Position: Q1 2026 in Review

MSH Capital Advisors reduced its Procter & Gamble (PG) stake by 2.3% in Q1 2026, selling an estimated $42K and leaving 11,816 shares worth $1.71M. The position accounts for 0.36% of the portfolio, ranked #78.

MSH Capital Advisors first reported a position in PG in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.85M in Q3 2024. 3,986 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • MSH Capital Advisors held 11,816 shares of Procter & Gamble worth $1.71M as of Q1 2026.
  • MSH Capital Advisors sold 277 Procter & Gamble shares in Q1 2026, an estimated $42K.
  • Procter & Gamble made up 0.36% of MSH Capital Advisors's portfolio in Q1 2026, its #78 holding.
  • MSH Capital Advisors first reported a position in Procter & Gamble in Q4 2021 and has held it in 18 quarters since.
  • MSH Capital Advisors's Procter & Gamble position peaked at $1.85M in Q3 2024.
  • 3,986 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.