Plotkin Financial Advisors’s Procter & Gamble PG Stock Holding History

Plotkin Financial 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	$1.47M	Hold	10,017	–	–	0.61%	32
2026 Q1	$1.45M	Sell	10,017 -4	-0%	-$606	0.73%	30
2025 Q4	$1.44M	Hold	10,021	–	–	0.7%	31
2025 Q3	$1.54M	Buy	10,021 +52	+0.5%	+$8.12K	0.76%	28
2025 Q2	$1.59M	Hold	9,969	–	–	0.88%	28
2025 Q1	$1.7M	Hold	9,969	–	–	1.04%	23
2024 Q4	$1.67M	Hold	9,969	–	–	0.99%	25
2024 Q3	$1.73M	Buy	9,969 +25	+0.3%	+$4.24K	1.03%	23
2024 Q2	$1.64M	Hold	9,944	–	–	1.05%	26
2024 Q1	$1.61M	Buy	9,944 +6,581	+196%	+$1.03M	1.07%	25
2023 Q4	$493K	Hold	3,363	–	–	0.37%	44
2023 Q3	$491K	Hold	3,363	–	–	0.43%	42
2023 Q2	$510K	Hold	3,363	–	–	0.42%	40
2023 Q1	$500K	Hold	3,363	–	–	0.47%	36
2022 Q4	$510K	Hold	3,363	–	–	0.52%	35
2022 Q3	$425K	Sell	3,363 -206	-6%	-$29.3K	0.43%	40
2022 Q2	$513K	Hold	3,569	–	–	0.49%	37
2022 Q1	$545K	Hold	3,569	–	–	0.38%	39
2021 Q4	$584K	Sell	3,569 -313	-8%	-$46.5K	0.37%	45
2021 Q3	$543K	Buy	3,882 +295	+8%	+$41.8K	0.32%	51
2021 Q2	$484K	Sell	3,587 -330	-8%	-$44.7K	0.27%	58
2021 Q1	$530K	Buy	3,917 +25	+0.6%	+$3.26K	0.32%	44
2020 Q4	$542K	Buy	3,892 +18	+0.5%	+$2.52K	0.36%	35
2020 Q3	$538K	Hold	3,874	–	–	0.59%	32
2020 Q2	$463K	Hold	3,874	–	–	0.39%	37
2020 Q1	$426K	Hold	3,874	–	–	0.52%	33
2019 Q4	$484K	Buy	+3,874	New	+$474K	0.45%	38

Other funds holding PG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Plotkin Financial Advisors's PG Position: Q2 2026 in Review

Plotkin Financial Advisors held its Procter & Gamble (PG) position steady in Q2 2026 at 10,017 shares worth $1.47M. The position accounts for 0.61% of the portfolio, ranked #32.

Plotkin Financial Advisors first reported a position in PG in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.73M in Q3 2024. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Plotkin Financial Advisors held 10,017 shares of Procter & Gamble worth $1.47M as of Q2 2026.
Plotkin Financial Advisors left its Procter & Gamble share count unchanged in Q2 2026.
Procter & Gamble made up 0.61% of Plotkin Financial Advisors's portfolio in Q2 2026, its #32 holding.
Plotkin Financial Advisors first reported a position in Procter & Gamble in Q4 2019 and has held it in 27 quarters since.
Plotkin Financial Advisors's Procter & Gamble position peaked at $1.73M in Q3 2024.
4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Plotkin Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.