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Paces Ferry Wealth Advisors’s Procter & Gamble PG Stock Holding History

Paces Ferry 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 		$290K Buy
1,981
+30
+2% +$4.37K 0.11% 106
2026
Q1 		$282K Buy
1,951
+391
+25% +$59.3K 0.12% 103
2025
Q4 		$224K Sell
1,560
-342
-18% -$50.4K 0.09% 121
2025
Q3 		$292K Sell
1,902
-24
-1% -$3.75K 0.12% 100
2025
Q2 		$307K Buy
1,926
+9
+0.5% +$1.47K 0.14% 90
2025
Q1 		$327K Sell
1,917
-2
-0.1% -$335 0.16% 87
2024
Q4 		$322K Sell
1,919
-70
-4% -$11.9K 0.16% 86
2024
Q3 		$345K Sell
1,989
-402
-17% -$68.2K 0.2% 81
2024
Q2 		$394K Buy
2,391
+367
+18% +$60K 0.24% 72
2024
Q1 		$328K Sell
2,024
-75
-4% -$11.8K 0.21% 78
2023
Q4 		$308K Sell
2,099
-8
-0.4% -$1.19K 0.21% 85
2023
Q3 		$307K Sell
2,107
-13
-0.6% -$1.99K 0.24% 76
2023
Q2 		$322K Buy
2,120
+4
+0.2% +$603 0.24% 78
2023
Q1 		$315K Buy
2,116
+110
+5% +$15.7K 0.25% 83
2022
Q4 		$304K Sell
2,006
-392
-16% -$55K 0.3% 77
2022
Q3 		$303K Sell
2,398
-32
-1% -$4.55K 0.33% 70
2022
Q2 		$349K Buy
2,430
+111
+5% +$16.7K 0.34% 65
2022
Q1 		$354K Sell
2,319
-766
-25% -$120K 0.28% 77
2021
Q4 		$505K Sell
3,085
-511
-14% -$75.9K 0.36% 57
2021
Q3 		$503K Sell
3,596
-64
-2% -$9.07K 0.4% 62
2021
Q2 		$494K Buy
3,660
+11
+0.3% +$1.49K 0.38% 63
2021
Q1 		$494K Buy
3,649
+217
+6% +$28.3K 0.43% 54
2020
Q4 		$478K Sell
3,432
-60
-2% -$8.39K 0.44% 57
2020
Q3 		$485K Buy
+3,492
New +$464K 0.42% 52

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

Paces Ferry Wealth Advisors's PG Position: Q2 2026 in Review

Paces Ferry Wealth Advisors increased its Procter & Gamble (PG) stake by 1.5% in Q2 2026, buying an estimated $4.37K and bringing the position to 1,981 shares worth $290K. The position accounts for 0.11% of the portfolio, ranked #106.

Paces Ferry Wealth Advisors first reported a position in PG in Q3 2020 and has held it in 24 quarters since. The position peaked at $505K in Q4 2021. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Paces Ferry Wealth Advisors held 1,981 shares of Procter & Gamble worth $290K as of Q2 2026.
  • Paces Ferry Wealth Advisors bought 30 Procter & Gamble shares in Q2 2026, an estimated $4.37K.
  • Procter & Gamble made up 0.11% of Paces Ferry Wealth Advisors's portfolio in Q2 2026, its #106 holding.
  • Paces Ferry Wealth Advisors first reported a position in Procter & Gamble in Q3 2020 and has held it in 24 quarters since.
  • Paces Ferry Wealth Advisors's Procter & Gamble position peaked at $505K in Q4 2021.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Paces Ferry Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.