Optivise Advisory Services
PG icon

Optivise Advisory Services’s Procter & Gamble PG Stock Holding History

Optivise Advisory Services’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
Q3 		$498K Buy
3,428
+60
+2% +$8.79K 0.24% 108
2026
Q2 		$494K Buy
3,368
+262
+8% +$38.1K 0.25% 107
2026
Q1 		$449K Sell
3,106
-841
-21% -$127K 0.27% 93
2025
Q4 		$566K Buy
3,947
+428
+12% +$63.1K 0.33% 83
2025
Q3 		$541K Buy
3,519
+116
+3% +$18.1K 0.32% 81
2025
Q2 		$542K Buy
3,403
+327
+11% +$53.4K 0.28% 87
2025
Q1 		$524K Sell
3,076
-124
-4% -$20.8K 0.29% 81
2024
Q4 		$536K Buy
3,200
+54
+2% +$9.2K 0.29% 83
2024
Q3 		$545K Sell
3,146
-441
-12% -$74.9K 0.29% 72
2024
Q2 		$592K Buy
+3,587
New +$586K 0.32% 73

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Optivise Advisory Services's PG Position: Q3 2026 in Review

Optivise Advisory Services increased its Procter & Gamble (PG) stake by 1.8% in Q3 2026, buying an estimated $8.79K and bringing the position to 3,428 shares worth $498K. The position accounts for 0.24% of the portfolio, ranked #108.

Optivise Advisory Services first reported a position in PG in Q2 2024 and has held it in 10 quarters since. The position peaked at $592K in Q2 2024. 3,376 funds tracked by Wall St. Rank hold PG as of Q3 2026.

  • Optivise Advisory Services held 3,428 shares of Procter & Gamble worth $498K as of Q3 2026.
  • Optivise Advisory Services bought 60 Procter & Gamble shares in Q3 2026, an estimated $8.79K.
  • Procter & Gamble made up 0.24% of Optivise Advisory Services's portfolio in Q3 2026, its #108 holding.
  • Optivise Advisory Services first reported a position in Procter & Gamble in Q2 2024 and has held it in 10 quarters since.
  • Optivise Advisory Services's Procter & Gamble position peaked at $592K in Q2 2024.
  • 3,376 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.