PAG
PG icon

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
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 $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

Private Advisory Group's PG Position: Q1 2026 in Review

Private Advisory Group increased its Procter & Gamble (PG) stake by 43% in Q1 2026, buying an estimated $148K and bringing the position to 3,282 shares worth $474K. The position accounts for 0.03% of the portfolio, ranked #205.

Private Advisory Group first reported a position in PG in Q2 2020 and has held it in 24 quarters since. The position peaked at $9.63M in Q1 2025. 3,990 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Private Advisory Group held 3,282 shares of Procter & Gamble worth $474K as of Q1 2026.
  • Private Advisory Group bought 979 Procter & Gamble shares in Q1 2026, an estimated $148K.
  • Procter & Gamble made up 0.03% of Private Advisory Group's portfolio in Q1 2026, its #205 holding.
  • Private Advisory Group first reported a position in Procter & Gamble in Q2 2020 and has held it in 24 quarters since.
  • Private Advisory Group's Procter & Gamble position peaked at $9.63M in Q1 2025.
  • 3,990 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Private Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.