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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
Q2 		$829K Sell
5,651
-96
-2% -$14K 0.28% 63
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 $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

Phoenix Wealth Advisors's PG Position: Q2 2026 in Review

Phoenix Wealth Advisors reduced its Procter & Gamble (PG) stake by 1.7% in Q2 2026, selling an estimated $14K and leaving 5,651 shares worth $829K. The position accounts for 0.28% of the portfolio, ranked #63.

Phoenix Wealth Advisors first reported a position in PG in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.4M in Q4 2021. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Phoenix Wealth Advisors held 5,651 shares of Procter & Gamble worth $829K as of Q2 2026.
  • Phoenix Wealth Advisors sold 96 Procter & Gamble shares in Q2 2026, an estimated $14K.
  • Procter & Gamble made up 0.28% of Phoenix Wealth Advisors's portfolio in Q2 2026, its #63 holding.
  • Phoenix Wealth Advisors first reported a position in Procter & Gamble in Q4 2020 and has held it in 23 quarters since.
  • Phoenix Wealth Advisors's Procter & Gamble position peaked at $3.4M in Q4 2021.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.