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

Pure 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
Q1 		$2.66M Buy
18,385
+395
+2% +$59.9K 0.04% 146
2025
Q4 		$2.58M Sell
17,990
-2,693
-13% -$397K 0.04% 145
2025
Q3 		$3.18M Sell
20,683
-139
-0.7% -$21.7K 0.05% 131
2025
Q2 		$3.32M Buy
20,822
+1,499
+8% +$245K 0.06% 127
2025
Q1 		$3.29M Buy
19,323
+83
+0.4% +$13.9K 0.07% 103
2024
Q4 		$3.23M Sell
19,240
-2,076
-10% -$354K 0.07% 95
2024
Q3 		$3.69M Buy
21,316
+3,021
+17% +$513K 0.09% 88
2024
Q2 		$3.02M Sell
18,295
-127
-0.7% -$20.8K 0.08% 96
2024
Q1 		$2.99M Buy
18,422
+868
+5% +$136K 0.09% 96
2023
Q4 		$2.57M Buy
17,554
+7,128
+68% +$1.06M 0.09% 97
2023
Q3 		$1.52M Buy
10,426
+979
+10% +$150K 0.06% 105
2023
Q2 		$1.43M Buy
9,447
+95
+1% +$14.3K 0.06% 108
2023
Q1 		$1.39M Buy
9,352
+1,466
+19% +$210K 0.06% 105
2022
Q4 		$1.2M Buy
7,886
+438
+6% +$61.4K 0.06% 110
2022
Q3 		$940K Buy
7,448
+877
+13% +$125K 0.05% 115
2022
Q2 		$945K Sell
6,571
-464
-7% -$69.7K 0.06% 114
2022
Q1 		$1.07M Buy
7,035
+3,713
+112% +$581K 0.05% 101
2021
Q4 		$543K Buy
3,322
+505
+18% +$75K 0.03% 132
2021
Q3 		$394K Buy
2,817
+128
+5% +$18.1K 0.03% 137
2021
Q2 		$363K Hold
2,689
– – 0.03% 140
2021
Q1 		$364K Buy
2,689
+634
+31% +$82.7K 0.04% 132
2020
Q4 		$286K Hold
2,055
– – 0.03% 149
2020
Q3 		$286K Buy
2,055
+248
+14% +$32.9K 0.04% 130
2020
Q2 		$216K Buy
+1,807
New +$211K 0.03% 131

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T 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

Pure Financial Advisors's PG Position: Q1 2026 in Review

Pure Financial Advisors increased its Procter & Gamble (PG) stake by 2.2% in Q1 2026, buying an estimated $59.9K and bringing the position to 18,385 shares worth $2.66M. The position accounts for 0.04% of the portfolio, ranked #146.

Pure Financial Advisors first reported a position in PG in Q2 2020 and has held it in 24 quarters since. The position peaked at $3.69M in Q3 2024. 3,998 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Pure Financial Advisors held 18,385 shares of Procter & Gamble worth $2.66M as of Q1 2026.
  • Pure Financial Advisors bought 395 Procter & Gamble shares in Q1 2026, an estimated $59.9K.
  • Procter & Gamble made up 0.04% of Pure Financial Advisors's portfolio in Q1 2026, its #146 holding.
  • Pure Financial Advisors first reported a position in Procter & Gamble in Q2 2020 and has held it in 24 quarters since.
  • Pure Financial Advisors's Procter & Gamble position peaked at $3.69M in Q3 2024.
  • 3,998 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Pure Financial Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.