PAG
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Private Advisory Group’s Procter & Gamble PG Stock Holding History

Private Advisory Group’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 		$381K Sell
2,598
-684
-21% -$99.6K 0.02% 235
2026
Q1 		$474K Buy
3,282
+979
+43% +$148K 0.03% 205
2025
Q4 		$330K Sell
2,303
-59,559
-96% -$8.78M 0.03% 192
2025
Q3 		$9.51M Buy
61,862
+4,934
+9% +$771K 0.78% 44
2025
Q2 		$9.07M Buy
56,928
+441
+0.8% +$72K 0.82% 42
2025
Q1 		$9.63M Buy
56,487
+19,623
+53% +$3.29M 1.08% 24
2024
Q4 		$6.18M Buy
36,864
+4,199
+13% +$715K 0.69% 35
2024
Q3 		$5.66M Buy
32,665
+2,733
+9% +$464K 0.68% 36
2024
Q2 		$4.94M Buy
29,932
+3,133
+12% +$512K 0.64% 44
2024
Q1 		$4.35M Buy
26,799
+10,795
+67% +$1.69M 0.62% 51
2023
Q4 		$2.35M Buy
16,004
+419
+3% +$62.1K 0.41% 63
2023
Q3 		$2.27M Buy
15,585
+554
+4% +$84.6K 0.45% 59
2023
Q2 		$2.28M Sell
15,031
-389
-3% -$58.6K 0.45% 56
2023
Q1 		$2.29M Sell
15,420
-1,360
-8% -$194K 0.49% 53
2022
Q4 		$2.54M Sell
16,780
-1,996
-11% -$280K 0.56% 47
2022
Q3 		$2.37M Sell
18,776
-2,478
-12% -$352K 0.54% 51
2022
Q2 		$3.06M Buy
21,254
+1,790
+9% +$269K 0.69% 43
2022
Q1 		$2.97M Sell
19,464
-757
-4% -$118K 0.58% 52
2021
Q4 		$3.31M Buy
20,221
+1,238
+7% +$184K 0.62% 40
2021
Q3 		$2.65M Buy
18,983
+914
+5% +$130K 0.65% 39
2021
Q2 		$2.44M Buy
18,069
+6,389
+55% +$864K 0.61% 41
2021
Q1 		$1.58M Buy
11,680
+5,137
+79% +$670K 0.45% 46
2020
Q4 		$910K Buy
6,543
+3,379
+107% +$472K 0.3% 56
2020
Q3 		$440K Buy
3,164
+300
+10% +$39.8K 0.18% 83
2020
Q2 		$342K Buy
+2,864
New +$334K 0.14% 96

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

Private Advisory Group's PG Position: Q2 2026 in Review

Private Advisory Group reduced its Procter & Gamble (PG) stake by 21% in Q2 2026, selling an estimated $99.6K and leaving 2,598 shares worth $381K. The position accounts for 0.02% of the portfolio, ranked #235.

Private Advisory Group first reported a position in PG in Q2 2020 and has held it in 25 quarters since. The position peaked at $9.63M in Q1 2025. 4,028 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Private Advisory Group held 2,598 shares of Procter & Gamble worth $381K as of Q2 2026.
  • Private Advisory Group sold 684 Procter & Gamble shares in Q2 2026, an estimated $99.6K.
  • Procter & Gamble made up 0.02% of Private Advisory Group's portfolio in Q2 2026, its #235 holding.
  • Private Advisory Group first reported a position in Procter & Gamble in Q2 2020 and has held it in 25 quarters since.
  • Private Advisory Group's Procter & Gamble position peaked at $9.63M in Q1 2025.
  • 4,028 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.