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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
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 $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

Paces Ferry Wealth Advisors's PG Position: Q1 2026 in Review

Paces Ferry Wealth Advisors increased its Procter & Gamble (PG) stake by 25% in Q1 2026, buying an estimated $59.3K and bringing the position to 1,951 shares worth $282K. The position accounts for 0.12% of the portfolio, ranked #103.

Paces Ferry Wealth Advisors first reported a position in PG in Q3 2020 and has held it in 23 quarters since. The position peaked at $505K in Q4 2021. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Paces Ferry Wealth Advisors held 1,951 shares of Procter & Gamble worth $282K as of Q1 2026.
  • Paces Ferry Wealth Advisors bought 391 Procter & Gamble shares in Q1 2026, an estimated $59.3K.
  • Procter & Gamble made up 0.12% of Paces Ferry Wealth Advisors's portfolio in Q1 2026, its #103 holding.
  • Paces Ferry Wealth Advisors first reported a position in Procter & Gamble in Q3 2020 and has held it in 23 quarters since.
  • Paces Ferry Wealth Advisors's Procter & Gamble position peaked at $505K in Q4 2021.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Paces Ferry Wealth Advisors's 13F filing for Q1 2026, filed 6 May 2026.