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River Wealth Advisors’s Procter & Gamble PG Stock Holding History

River Wealth 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 		$1.56M Sell
10,812
-644
-6% -$97.6K 0.18% 87
2025
Q4 		$1.64M Sell
11,456
-564
-5% -$83.2K 0.18% 86
2025
Q3 		$1.85M Sell
12,020
-504
-4% -$78.7K 0.22% 83
2025
Q2 		$2M Sell
12,524
-240
-2% -$39.2K 0.25% 81
2025
Q1 		$2.18M Sell
12,764
-1,258
-9% -$211K 0.3% 72
2024
Q4 		$2.35M Sell
14,022
-675
-5% -$115K 0.31% 72
2024
Q3 		$2.55M Sell
14,697
-94
-0.6% -$16K 0.34% 74
2024
Q2 		$2.44M Buy
14,791
+44
+0.3% +$7.19K 0.35% 71
2024
Q1 		$2.39M Buy
14,747
+1,085
+8% +$170K 0.35% 74
2023
Q4 		$2M Sell
13,662
-117
-0.8% -$17.3K 0.32% 78
2023
Q3 		$2.01M Sell
13,779
-821
-6% -$125K 0.36% 73
2023
Q2 		$2.22M Sell
14,600
-394
-3% -$59.4K 0.38% 74
2023
Q1 		$2.23M Buy
14,994
+203
+1% +$29K 0.41% 74
2022
Q4 		$2.24M Buy
14,791
+1,433
+11% +$201K 0.43% 70
2022
Q3 		$1.69M Sell
13,358
-210
-2% -$29.8K 0.36% 74
2022
Q2 		$1.95M Buy
13,568
+4,821
+55% +$725K 0.36% 77
2022
Q1 		$1.34M Buy
8,747
+443
+5% +$69.3K 0.21% 98
2021
Q4 		$1.36M Buy
8,304
+199
+2% +$29.5K 0.21% 100
2021
Q3 		$1.13M Sell
8,105
-103
-1% -$14.6K 0.19% 103
2021
Q2 		$1.11M Buy
8,208
+36
+0.4% +$4.87K 0.19% 104
2021
Q1 		$1.11M Sell
8,172
-430
-5% -$56.1K 0.21% 101
2020
Q4 		$1.2M Buy
8,602
+192
+2% +$26.8K 0.26% 93
2020
Q3 		$1.17M Buy
8,410
+697
+9% +$92.5K 0.31% 87
2020
Q2 		$922K Sell
7,713
-131
-2% -$15.3K 0.28% 95
2020
Q1 		$863K Buy
7,844
+190
+2% +$22.8K 0.34% 80
2019
Q4 		$956K Buy
7,654
+713
+10% +$87.2K 0.32% 83
2019
Q3 		$863K Sell
6,941
-196
-3% -$23.2K 0.33% 83
2019
Q2 		$783K Sell
7,137
-46
-0.6% -$4.9K 0.31% 87
2019
Q1 		$747K Buy
7,183
+237
+3% +$23.1K 0.31% 87
2018
Q4 		$638K Sell
6,946
-1,564
-18% -$140K 0.28% 90
2018
Q3 		$708K Sell
8,510
-1,002
-11% -$81.9K 0.26% 97
2018
Q2 		$743K Sell
9,512
-1,010
-10% -$76K 0.29% 97
2018
Q1 		$834K Sell
10,522
-694
-6% -$57.9K 0.35% 93
2017
Q4 		$1.03M Sell
11,216
-36
-0.3% -$3.24K 0.43% 82
2017
Q3 		$1.02M Buy
11,252
+1,134
+11% +$103K 0.46% 80
2017
Q2 		$882K Buy
10,118
+354
+4% +$31.2K 0.41% 84
2017
Q1 		$877K Sell
9,764
-206
-2% -$18.3K 0.43% 83
2016
Q4 		$838K Sell
9,970
-561
-5% -$47.8K 0.42% 83
2016
Q3 		$945K Sell
10,531
-76
-0.7% -$6.6K 0.52% 70
2016
Q2 		$898K Sell
10,607
-13
-0.1% -$1.07K 0.52% 71
2016
Q1 		$874K Buy
10,620
+139
+1% +$11.2K 0.52% 70
2015
Q4 		$832K Sell
10,481
-681
-6% -$52K 0.53% 67
2015
Q3 		$803K Sell
11,162
-207
-2% -$15.5K 0.55% 66
2015
Q2 		$889K Buy
11,369
+169
+2% +$13.6K 0.57% 67
2015
Q1 		$918K Buy
+11,200
New +$963K 0.57% 65

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

River Wealth Advisors's PG Position: Q1 2026 in Review

River Wealth Advisors reduced its Procter & Gamble (PG) stake by 5.6% in Q1 2026, selling an estimated $97.6K and leaving 10,812 shares worth $1.56M. The position accounts for 0.18% of the portfolio, ranked #87.

River Wealth Advisors first reported a position in PG in Q1 2015 and has held it in 45 quarters since. The position peaked at $2.55M in Q3 2024. 3,989 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • River Wealth Advisors held 10,812 shares of Procter & Gamble worth $1.56M as of Q1 2026.
  • River Wealth Advisors sold 644 Procter & Gamble shares in Q1 2026, an estimated $97.6K.
  • Procter & Gamble made up 0.18% of River Wealth Advisors's portfolio in Q1 2026, its #87 holding.
  • River Wealth Advisors first reported a position in Procter & Gamble in Q1 2015 and has held it in 45 quarters since.
  • River Wealth Advisors's Procter & Gamble position peaked at $2.55M in Q3 2024.
  • 3,989 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.