RAG
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RIA Advisory Group’s Procter & Gamble PG Stock Holding History

RIA 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 		$6.48M Buy
44,829
+2,675
+6% +$406K 1.54% 17
2025
Q4 		$6.04M Buy
42,154
+5,022
+14% +$740K 1.45% 16
2025
Q3 		$5.71M Buy
37,132
+2,683
+8% +$419K 1.46% 21
2025
Q2 		$5.49M Buy
34,449
+4,816
+16% +$786K 1.61% 20
2025
Q1 		$5.05M Sell
29,633
-2,193
-7% -$367K 1.64% 13
2024
Q4 		$5.34M Buy
31,826
+3,694
+13% +$629K 1.81% 12
2024
Q3 		$4.87M Buy
+28,132
New +$4.78M 1.72% 12
2024
Q1 		$4.39M Buy
27,051
+24,008
+789% +$3.77M 1.78% 13
2023
Q4 		$239K Sell
3,043
-27,148
-90% -$4.02M 0.1% 105
2023
Q3 		$4.4M Sell
30,191
-1,253
-4% -$191K 1.97% 9
2023
Q2 		$4.77M Buy
31,444
+2,410
+8% +$363K 2.05% 9
2023
Q1 		$4.32M Buy
29,034
+1,211
+4% +$173K 1.99% 10
2022
Q4 		$4.14M Buy
+27,823
New +$3.9M 2.4% 12

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

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

RIA Advisory Group increased its Procter & Gamble (PG) stake by 6.3% in Q1 2026, buying an estimated $406K and bringing the position to 44,829 shares worth $6.48M. The position accounts for 1.54% of the portfolio, ranked #17.

RIA Advisory Group first reported a position in PG in Q4 2022 and has held it in 13 quarters since. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • RIA Advisory Group held 44,829 shares of Procter & Gamble worth $6.48M as of Q1 2026.
  • RIA Advisory Group bought 2,675 Procter & Gamble shares in Q1 2026, an estimated $406K.
  • Procter & Gamble made up 1.54% of RIA Advisory Group's portfolio in Q1 2026, its #17 holding.
  • RIA Advisory Group first reported a position in Procter & Gamble in Q4 2022 and has held it in 13 quarters since.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on RIA Advisory Group's 13F filing for Q1 2026, filed 24 Apr 2026.