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

Roberts 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 		$4.26M Buy
29,505
+1,612
+6% +$244K 1.08% 29
2025
Q4 		$4M Buy
27,893
+125
+0.5% +$18.4K 1.04% 31
2025
Q3 		$4.27M Sell
27,768
-426
-2% -$66.5K 1.13% 30
2025
Q2 		$4.49M Buy
28,194
+66
+0.2% +$10.8K 1.29% 26
2025
Q1 		$4.79M Sell
28,128
-506
-2% -$84.8K 1.48% 23
2024
Q4 		$4.57M Buy
28,634
+1,564
+6% +$266K 1.39% 24
2024
Q3 		$4.55M Buy
27,070
+809
+3% +$137K 1.47% 21
2024
Q2 		$4.35M Sell
26,261
-181
-0.7% -$29.6K 1.48% 21
2024
Q1 		$4.11M Buy
26,442
+348
+1% +$54.6K 1.54% 22
2023
Q4 		$11.8M Sell
26,094
-139
-0.5% -$20.6K 1.83% 21
2023
Q3 		$3.83M Sell
26,233
-3
-0% -$458 1.68% 17
2023
Q2 		$3.98M Sell
26,236
-798
-3% -$120K 1.75% 17
2023
Q1 		$4.06M Buy
27,034
+433
+2% +$61.9K 1.86% 15
2022
Q4 		$4.03M Buy
26,601
+1,292
+5% +$181K 1.95% 12
2022
Q3 		$3.2M Buy
25,309
+283
+1% +$40.2K 1.57% 21
2022
Q2 		$3.63M Buy
25,026
+533
+2% +$80.1K 1.58% 15
2022
Q1 		$3.8M Buy
24,493
+131
+0.5% +$20.5K 1.49% 21
2021
Q4 		$3.97M Buy
24,362
+428
+2% +$63.5K 1.43% 22
2021
Q3 		$3.35M Buy
+23,934
New +$3.39M 1.32% 25

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

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

Roberts Wealth Advisors increased its Procter & Gamble (PG) stake by 5.8% in Q1 2026, buying an estimated $244K and bringing the position to 29,505 shares worth $4.26M. The position accounts for 1.08% of the portfolio, ranked #29.

Roberts Wealth Advisors first reported a position in PG in Q3 2021 and has held it in 19 quarters since. The position peaked at $11.8M in Q4 2023. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Roberts Wealth Advisors held 29,505 shares of Procter & Gamble worth $4.26M as of Q1 2026.
  • Roberts Wealth Advisors bought 1,612 Procter & Gamble shares in Q1 2026, an estimated $244K.
  • Procter & Gamble made up 1.08% of Roberts Wealth Advisors's portfolio in Q1 2026, its #29 holding.
  • Roberts Wealth Advisors first reported a position in Procter & Gamble in Q3 2021 and has held it in 19 quarters since.
  • Roberts Wealth Advisors's Procter & Gamble position peaked at $11.8M in Q4 2023.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Roberts Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.