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Pacific Point Advisors’s Procter & Gamble PG Stock Holding History

Pacific Point 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 		$843K Sell
5,746
-3,502
-38% -$510K 0.38% 73
2026
Q1 		$1.34M Buy
9,248
+253
+3% +$38.4K 0.7% 46
2025
Q4 		$1.29M Sell
8,995
-445
-5% -$65.6K 0.69% 48
2025
Q3 		$1.45M Buy
9,440
+205
+2% +$32K 0.85% 37
2025
Q2 		$1.47M Buy
9,235
+296
+3% +$48.3K 0.8% 36
2025
Q1 		$1.52M Buy
8,939
+745
+9% +$125K 0.85% 26
2024
Q4 		$1.38M Buy
+8,194
New +$1.4M 0.84% 23

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

Pacific Point Advisors's PG Position: Q2 2026 in Review

Pacific Point Advisors reduced its Procter & Gamble (PG) stake by 38% in Q2 2026, selling an estimated $510K and leaving 5,746 shares worth $843K. The position accounts for 0.38% of the portfolio, ranked #73.

Pacific Point Advisors first reported a position in PG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.52M in Q1 2025. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Pacific Point Advisors held 5,746 shares of Procter & Gamble worth $843K as of Q2 2026.
  • Pacific Point Advisors sold 3,502 Procter & Gamble shares in Q2 2026, an estimated $510K.
  • Procter & Gamble made up 0.38% of Pacific Point Advisors's portfolio in Q2 2026, its #73 holding.
  • Pacific Point Advisors first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
  • Pacific Point Advisors's Procter & Gamble position peaked at $1.52M in Q1 2025.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Pacific Point Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.