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

Physician 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 		$452K Buy
3,127
+137
+5% +$20.8K 0.06% 112
2025
Q4 		$428K Sell
2,990
-1,388
-32% -$205K 0.06% 117
2025
Q3 		$673K Sell
4,378
-34
-0.8% -$5.31K 0.1% 88
2025
Q2 		$703K Sell
4,412
-33
-0.7% -$5.39K 0.11% 81
2025
Q1 		$758K Sell
4,445
-7
-0.2% -$1.17K 0.13% 78
2024
Q4 		$746K Buy
4,452
+56
+1% +$9.54K 0.13% 79
2024
Q3 		$763K Buy
4,396
+4
+0.1% +$679 0.14% 75
2024
Q2 		$733K Buy
4,392
+122
+3% +$19.9K 0.14% 76
2024
Q1 		$666K Sell
4,270
-265
-6% -$41.6K 0.14% 77
2023
Q4 		$671K Buy
4,535
+1
+0% +$148 0.15% 74
2023
Q3 		$650K Sell
4,534
-4
-0.1% -$611 0.17% 69
2023
Q2 		$692K Buy
4,538
+1,574
+53% +$237K 0.17% 67
2023
Q1 		$448K Buy
2,964
+1
+0% +$143 0.12% 83
2022
Q4 		$420K Buy
2,963
+27
+0.9% +$3.79K 0.11% 86
2022
Q3 		$379K Sell
2,936
-26
-0.9% -$3.69K 0.12% 89
2022
Q2 		$423K Buy
2,962
+39
+1% +$5.86K 0.12% 87
2022
Q1 		$460K Buy
2,923
+108
+4% +$16.9K 0.12% 90
2021
Q4 		$458K Buy
2,815
+61
+2% +$9.06K 0.12% 92
2021
Q3 		$398K Buy
2,754
+43
+2% +$6.09K 0.11% 96
2021
Q2 		$374K Sell
2,711
-25
-0.9% -$3.38K 0.11% 98
2021
Q1 		$373K Hold
2,736
– – 0.12% 95
2020
Q4 		$354K Sell
2,736
-117
-4% -$16.4K 0.12% 93
2020
Q3 		$395K Buy
2,853
+1
+0% +$133 0.16% 81
2020
Q2 		$383K Buy
2,852
+27
+1% +$3.15K 0.15% 83
2020
Q1 		$337K Buy
2,825
+1
+0% +$120 0.17% 76
2019
Q4 		$353K Sell
2,824
-13
-0.5% -$1.59K 0.16% 80
2019
Q3 		$342K Buy
+2,837
New +$335K 0.17% 74

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

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

Physician Wealth Advisors increased its Procter & Gamble (PG) stake by 4.6% in Q1 2026, buying an estimated $20.8K and bringing the position to 3,127 shares worth $452K. The position accounts for 0.06% of the portfolio, ranked #112.

Physician Wealth Advisors first reported a position in PG in Q3 2019 and has held it in 27 quarters since. The position peaked at $763K in Q3 2024. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Physician Wealth Advisors held 3,127 shares of Procter & Gamble worth $452K as of Q1 2026.
  • Physician Wealth Advisors bought 137 Procter & Gamble shares in Q1 2026, an estimated $20.8K.
  • Procter & Gamble made up 0.06% of Physician Wealth Advisors's portfolio in Q1 2026, its #112 holding.
  • Physician Wealth Advisors first reported a position in Procter & Gamble in Q3 2019 and has held it in 27 quarters since.
  • Physician Wealth Advisors's Procter & Gamble position peaked at $763K in Q3 2024.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.