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
Q2 		$6.68M Buy
45,569
+740
+2% +$108K 1.45% 19
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 $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

RIA Advisory Group's PG Position: Q2 2026 in Review

RIA Advisory Group increased its Procter & Gamble (PG) stake by 1.7% in Q2 2026, buying an estimated $108K and bringing the position to 45,569 shares worth $6.68M. The position accounts for 1.45% of the portfolio, ranked #19.

RIA Advisory Group first reported a position in PG in Q4 2022 and has held it in 14 quarters since. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • RIA Advisory Group held 45,569 shares of Procter & Gamble worth $6.68M as of Q2 2026.
  • RIA Advisory Group bought 740 Procter & Gamble shares in Q2 2026, an estimated $108K.
  • Procter & Gamble made up 1.45% of RIA Advisory Group's portfolio in Q2 2026, its #19 holding.
  • RIA Advisory Group first reported a position in Procter & Gamble in Q4 2022 and has held it in 14 quarters since.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on RIA Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.