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Prudent Man Advisors’s Procter & Gamble PG Stock Holding History

Prudent Man 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 		$1.18M Buy
8,054
+804
+11% +$117K 0.27% 77
2026
Q1 		$1.05M Buy
7,250
+3,192
+79% +$484K 0.31% 73
2025
Q4 		$582K Sell
4,058
-49
-1% -$7.22K 0.21% 88
2025
Q3 		$631K Sell
4,107
-3,404
-45% -$532K 0.23% 84
2025
Q2 		$1.2M Sell
7,511
-348
-4% -$56.8K 0.38% 64
2025
Q1 		$1.34M Buy
7,859
+186
+2% +$31.2K 0.49% 39
2024
Q4 		$1.29M Sell
7,673
-969
-11% -$165K 0.47% 43
2024
Q3 		$1.5M Sell
8,642
-149
-2% -$25.3K 0.5% 38
2024
Q2 		$1.45M Buy
8,791
+334
+4% +$54.6K 0.51% 37
2024
Q1 		$1.37M Buy
8,457
+355
+4% +$55.7K 0.51% 37
2023
Q4 		$1.19M Sell
8,102
-507
-6% -$75.1K 0.44% 49
2023
Q3 		$1.26M Buy
8,609
+1,716
+25% +$262K 0.5% 38
2023
Q2 		$1.05M Sell
6,893
-38
-0.5% -$5.73K 0.39% 51
2023
Q1 		$1.03M Sell
6,931
-134
-2% -$19.2K 0.4% 54
2022
Q4 		$1.07M Sell
7,065
-30
-0.4% -$4.21K 0.43% 48
2022
Q3 		$896K Buy
7,095
+150
+2% +$21.3K 0.42% 45
2022
Q2 		$999K Sell
6,945
-95
-1% -$14.3K 0.47% 40
2022
Q1 		$1.08M Sell
7,040
-128
-2% -$20K 0.44% 45
2021
Q4 		$1.17M Sell
7,168
-1,350
-16% -$200K 0.45% 45
2021
Q3 		$1.19M Buy
8,518
+43
+0.5% +$6.09K 0.45% 47
2021
Q2 		$1.14M Sell
8,475
-38
-0.4% -$5.14K 0.44% 49
2021
Q1 		$1.15M Sell
8,513
-84
-1% -$11K 0.48% 43
2020
Q4 		$1.2M Buy
8,597
+241
+3% +$33.7K 0.5% 36
2020
Q3 		$1.16M Buy
8,356
+54
+0.7% +$7.17K 0.62% 33
2020
Q2 		$993K Buy
+8,302
New +$968K 0.88% 27

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

Prudent Man Advisors's PG Position: Q2 2026 in Review

Prudent Man Advisors increased its Procter & Gamble (PG) stake by 11% in Q2 2026, buying an estimated $117K and bringing the position to 8,054 shares worth $1.18M. The position accounts for 0.27% of the portfolio, ranked #77.

Prudent Man Advisors first reported a position in PG in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.5M in Q3 2024. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Prudent Man Advisors held 8,054 shares of Procter & Gamble worth $1.18M as of Q2 2026.
  • Prudent Man Advisors bought 804 Procter & Gamble shares in Q2 2026, an estimated $117K.
  • Procter & Gamble made up 0.27% of Prudent Man Advisors's portfolio in Q2 2026, its #77 holding.
  • Prudent Man Advisors first reported a position in Procter & Gamble in Q2 2020 and has held it in 25 quarters since.
  • Prudent Man Advisors's Procter & Gamble position peaked at $1.5M in Q3 2024.
  • 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Prudent Man Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.