PAG
PG icon

Paladin Advisory Group’s Procter & Gamble PG Stock Holding History

Paladin Advisory Group’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
2023
Q1 		– Sell
-568
Closed -$86.1K – 434
2022
Q4 		$86.1K Sell
568
-18
-3% -$2.52K 0.07% 130
2022
Q3 		$73K Hold
586
– – 0.07% 136
2022
Q2 		$84K Buy
+586
New +$88.1K 0.07% 135
2022
Q1 		– Sell
-714
Closed -$116K – 448
2021
Q4 		$116K Buy
+714
New +$106K 0.09% 128

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

Paladin Advisory Group's PG Position: Q1 2026 in Review

Paladin Advisory Group held its Procter & Gamble (PG) position steady in Q1 2026 at 559 shares worth $80.7K. The position accounts for 0.06% of the portfolio, ranked #133.

Paladin Advisory Group first reported a position in PG in Q1 2022 and has held it in 14 quarters since. The position peaked at $98.4K in Q3 2024. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Paladin Advisory Group held 559 shares of Procter & Gamble worth $80.7K as of Q1 2026.
  • Paladin Advisory Group left its Procter & Gamble share count unchanged in Q1 2026.
  • Procter & Gamble made up 0.06% of Paladin Advisory Group's portfolio in Q1 2026, its #133 holding.
  • Paladin Advisory Group first reported a position in Procter & Gamble in Q1 2022 and has held it in 14 quarters since.
  • Paladin Advisory Group's Procter & Gamble position peaked at $98.4K in Q3 2024.
  • 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.