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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
Q2 		$4.39M Buy
29,937
+432
+1% +$62.9K 1% 31
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 $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

Roberts Wealth Advisors's PG Position: Q2 2026 in Review

Roberts Wealth Advisors increased its Procter & Gamble (PG) stake by 1.5% in Q2 2026, buying an estimated $62.9K and bringing the position to 29,937 shares worth $4.39M. The position accounts for 1% of the portfolio, ranked #31.

Roberts Wealth Advisors first reported a position in PG in Q3 2021 and has held it in 20 quarters since. The position peaked at $11.8M in Q4 2023. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Roberts Wealth Advisors held 29,937 shares of Procter & Gamble worth $4.39M as of Q2 2026.
  • Roberts Wealth Advisors bought 432 Procter & Gamble shares in Q2 2026, an estimated $62.9K.
  • Procter & Gamble made up 1% of Roberts Wealth Advisors's portfolio in Q2 2026, its #31 holding.
  • Roberts Wealth Advisors first reported a position in Procter & Gamble in Q3 2021 and has held it in 20 quarters since.
  • Roberts Wealth Advisors's Procter & Gamble position peaked at $11.8M in Q4 2023.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Roberts Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.