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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
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 $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

Pacific Point Advisors's PG Position: Q1 2026 in Review

Pacific Point Advisors increased its Procter & Gamble (PG) stake by 2.8% in Q1 2026, buying an estimated $38.4K and bringing the position to 9,248 shares worth $1.34M. The position accounts for 0.7% of the portfolio, ranked #46.

Pacific Point Advisors first reported a position in PG in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.52M in Q1 2025. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Pacific Point Advisors held 9,248 shares of Procter & Gamble worth $1.34M as of Q1 2026.
  • Pacific Point Advisors bought 253 Procter & Gamble shares in Q1 2026, an estimated $38.4K.
  • Procter & Gamble made up 0.7% of Pacific Point Advisors's portfolio in Q1 2026, its #46 holding.
  • Pacific Point Advisors first reported a position in Procter & Gamble in Q4 2024 and has held it in 6 quarters since.
  • Pacific Point Advisors's Procter & Gamble position peaked at $1.52M in Q1 2025.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Pacific Point Advisors's 13F filing for Q1 2026, filed 4 May 2026.