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Resonant Capital Advisors’s Procter & Gamble PG Stock Holding History

Resonant Capital 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 		$3.94M Buy
27,267
+2,089
+8% +$317K 0.21% 79
2025
Q4 		$3.61M Buy
25,178
+931
+4% +$137K 0.2% 79
2025
Q3 		$3.73M Sell
24,247
-3,321
-12% -$519K 0.22% 80
2025
Q2 		$4.39M Buy
27,568
+1,916
+7% +$313K 0.28% 72
2025
Q1 		$4.37M Buy
25,652
+1,715
+7% +$287K 0.31% 65
2024
Q4 		$4.01M Buy
23,937
+476
+2% +$81.1K 0.29% 71
2024
Q3 		$4.06M Buy
23,461
+759
+3% +$129K 0.3% 69
2024
Q2 		$3.74M Buy
22,702
+956
+4% +$156K 0.3% 71
2024
Q1 		$3.53M Buy
21,746
+1,408
+7% +$221K 0.3% 74
2023
Q4 		$2.98M Sell
20,338
-567
-3% -$84K 0.29% 73
2023
Q3 		$3.05M Buy
20,905
+1,395
+7% +$213K 0.33% 71
2023
Q2 		$2.96M Buy
19,510
+1,998
+11% +$301K 0.32% 72
2023
Q1 		$2.6M Sell
17,512
-521
-3% -$74.5K 0.3% 81
2022
Q4 		$2.73M Buy
18,033
+1,618
+10% +$227K 0.34% 79
2022
Q3 		$2.07M Buy
16,415
+378
+2% +$53.7K 0.31% 78
2022
Q2 		$2.31M Sell
16,037
-428
-3% -$64.3K 0.36% 72
2022
Q1 		$2.55M Buy
16,465
+1,371
+9% +$214K 0.38% 68
2021
Q4 		$2.47M Buy
15,094
+2,296
+18% +$341K 0.37% 62
2021
Q3 		$1.79M Buy
12,798
+1,448
+13% +$205K 0.31% 71
2021
Q2 		$1.53M Buy
11,350
+263
+2% +$35.6K 0.3% 74
2021
Q1 		$1.5M Buy
11,087
+1,065
+11% +$139K 0.31% 71
2020
Q4 		$1.39M Buy
10,022
+478
+5% +$66.8K 0.33% 68
2020
Q3 		$1.33M Buy
9,544
+55
+0.6% +$7.3K 0.38% 58
2020
Q2 		$1.14M Sell
9,489
-2,404
-20% -$280K 0.33% 63
2020
Q1 		$1.31M Buy
11,893
+1,714
+17% +$206K 0.48% 69
2019
Q4 		$1.27M Buy
+10,179
New +$1.25M 0.4% 78

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

Resonant Capital Advisors's PG Position: Q1 2026 in Review

Resonant Capital Advisors increased its Procter & Gamble (PG) stake by 8.3% in Q1 2026, buying an estimated $317K and bringing the position to 27,267 shares worth $3.94M. The position accounts for 0.21% of the portfolio, ranked #79.

Resonant Capital Advisors first reported a position in PG in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.39M in Q2 2025. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Resonant Capital Advisors held 27,267 shares of Procter & Gamble worth $3.94M as of Q1 2026.
  • Resonant Capital Advisors bought 2,089 Procter & Gamble shares in Q1 2026, an estimated $317K.
  • Procter & Gamble made up 0.21% of Resonant Capital Advisors's portfolio in Q1 2026, its #79 holding.
  • Resonant Capital Advisors first reported a position in Procter & Gamble in Q4 2019 and has held it in 26 quarters since.
  • Resonant Capital Advisors's Procter & Gamble position peaked at $4.39M in Q2 2025.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Resonant Capital Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.