PIA
PG icon

Perennial Investment Advisors’s Procter & Gamble PG Stock Holding History

Perennial Investment 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 		$665K Sell
4,602
-22
-0.5% -$3.33K 0.05% 248
2025
Q4 		$663K Sell
4,624
-135
-3% -$19.9K 0.05% 241
2025
Q3 		$731K Sell
4,759
-1,247
-21% -$195K 0.06% 223
2025
Q2 		$957K Sell
6,006
-20
-0.3% -$3.26K 0.09% 182
2025
Q1 		$1.03M Sell
6,026
-29
-0.5% -$4.86K 0.12% 159
2024
Q4 		$1.02M Buy
6,055
+425
+8% +$72.4K 0.12% 147
2024
Q3 		$975K Sell
5,630
-135
-2% -$22.9K 0.13% 141
2024
Q2 		$951K Buy
5,765
+25
+0.4% +$4.09K 0.14% 124
2024
Q1 		$931K Sell
5,740
-397
-6% -$62.3K 0.14% 117
2023
Q4 		$899K Buy
6,137
+17
+0.3% +$2.52K 0.15% 115
2023
Q3 		$893K Sell
6,120
-28
-0.5% -$4.28K 0.16% 111
2023
Q2 		$933K Sell
6,148
-152
-2% -$22.9K 0.16% 109
2023
Q1 		$937K Buy
6,300
+229
+4% +$32.7K 0.17% 106
2022
Q4 		$920K Buy
6,071
+246
+4% +$34.5K 0.37% 53
2022
Q3 		$735K Buy
5,825
+133
+2% +$18.9K 0.33% 59
2022
Q2 		$818K Sell
5,692
-197
-3% -$29.6K 0.32% 63
2022
Q1 		$900K Buy
5,889
+65
+1% +$10.2K 0.28% 71
2021
Q4 		$950K Sell
5,824
-869
-13% -$129K 0.3% 71
2021
Q3 		$936K Buy
6,693
+103
+2% +$14.6K 0.33% 73
2021
Q2 		$889K Buy
6,590
+560
+9% +$75.8K 0.32% 72
2021
Q1 		$816K Sell
6,030
-11
-0.2% -$1.44K 0.32% 68
2020
Q4 		$841K Buy
6,041
+3
+0% +$419 0.36% 61
2020
Q3 		$840K Buy
6,038
+944
+19% +$125K 0.42% 51
2020
Q2 		$609K Buy
5,094
+23
+0.5% +$2.68K 0.41% 56
2020
Q1 		$557K Buy
5,071
+3
+0.1% +$360 0.5% 46
2019
Q4 		$631K Buy
+5,068
New +$620K 0.5% 51

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

Perennial Investment Advisors's PG Position: Q1 2026 in Review

Perennial Investment Advisors reduced its Procter & Gamble (PG) stake by 0.48% in Q1 2026, selling an estimated $3.33K and leaving 4,602 shares worth $665K. The position accounts for 0.05% of the portfolio, ranked #248.

Perennial Investment Advisors first reported a position in PG in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.03M in Q1 2025. 3,990 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Perennial Investment Advisors held 4,602 shares of Procter & Gamble worth $665K as of Q1 2026.
  • Perennial Investment Advisors sold 22 Procter & Gamble shares in Q1 2026, an estimated $3.33K.
  • Procter & Gamble made up 0.05% of Perennial Investment Advisors's portfolio in Q1 2026, its #248 holding.
  • Perennial Investment Advisors first reported a position in Procter & Gamble in Q4 2019 and has held it in 26 quarters since.
  • Perennial Investment Advisors's Procter & Gamble position peaked at $1.03M in Q1 2025.
  • 3,990 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.