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Phoenix Wealth Advisors’s Procter & Gamble PG Stock Holding History

Phoenix 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 		$830K Sell
5,747
-178
-3% -$27K 0.33% 61
2025
Q4 		$849K Sell
5,925
-257
-4% -$37.9K 0.33% 64
2025
Q3 		$950K Sell
6,182
-27
-0.4% -$4.22K 0.37% 56
2025
Q2 		$989K Buy
6,209
+1
+0% +$163 0.41% 53
2025
Q1 		$1.06M Sell
6,208
-599
-9% -$100K 0.46% 46
2024
Q4 		$1.14M Buy
6,807
+55
+0.8% +$9.37K 0.49% 43
2024
Q3 		$1.17M Sell
6,752
-202
-3% -$34.3K 0.54% 46
2024
Q2 		$1.15M Buy
6,954
+326
+5% +$53.3K 0.58% 45
2024
Q1 		$1.08M Sell
6,628
-14
-0.2% -$2.2K 0.66% 40
2023
Q4 		$988K Sell
6,642
-26
-0.4% -$3.85K 0.69% 37
2023
Q3 		$973K Buy
6,668
+61
+0.9% +$9.32K 0.57% 37
2023
Q2 		$1M Sell
6,607
-33
-0.5% -$4.97K 0.58% 37
2023
Q1 		$987K Sell
6,640
-12,613
-66% -$1.8M 0.61% 34
2022
Q4 		$2.92M Sell
19,253
-412
-2% -$57.8K 1.75% 16
2022
Q3 		$2.48M Sell
19,665
-673
-3% -$95.6K 2.48% 12
2022
Q2 		$2.92M Buy
20,338
+35
+0.2% +$5.26K 2.88% 5
2022
Q1 		$3.18M Sell
20,303
-488
-2% -$76.3K 3.29% 7
2021
Q4 		$3.4M Sell
20,791
-1,058
-5% -$157K 2.57% 6
2021
Q3 		$3.05M Buy
21,849
+164
+0.8% +$23.2K 2.28% 9
2021
Q2 		$2.95M Buy
21,685
+831
+4% +$112K 2.13% 8
2021
Q1 		$2.8M Buy
20,854
+573
+3% +$74.8K 2.18% 9
2020
Q4 		$2.82M Buy
+20,281
New +$2.83M 2.14% 7

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

Phoenix Wealth Advisors's PG Position: Q1 2026 in Review

Phoenix Wealth Advisors reduced its Procter & Gamble (PG) stake by 3% in Q1 2026, selling an estimated $27K and leaving 5,747 shares worth $830K. The position accounts for 0.33% of the portfolio, ranked #61.

Phoenix Wealth Advisors first reported a position in PG in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.4M in Q4 2021. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Phoenix Wealth Advisors held 5,747 shares of Procter & Gamble worth $830K as of Q1 2026.
  • Phoenix Wealth Advisors sold 178 Procter & Gamble shares in Q1 2026, an estimated $27K.
  • Procter & Gamble made up 0.33% of Phoenix Wealth Advisors's portfolio in Q1 2026, its #61 holding.
  • Phoenix Wealth Advisors first reported a position in Procter & Gamble in Q4 2020 and has held it in 22 quarters since.
  • Phoenix Wealth Advisors's Procter & Gamble position peaked at $3.4M in Q4 2021.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.