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Roehl & Yi Investment Advisors’s Procter & Gamble PG Stock Holding History

Roehl & Yi Investment 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 		$1.69M Buy
11,496
+1,601
+16% +$233K 0.55% 37
2026
Q1 		$1.43M Sell
9,895
-40
-0.4% -$6.06K 0.54% 37
2025
Q4 		$1.42M Buy
9,935
+100
+1% +$14.7K 0.57% 36
2025
Q3 		$1.51M Sell
9,835
-187
-2% -$29.2K 0.66% 32
2025
Q2 		$1.6M Sell
10,022
-96
-0.9% -$15.7K 0.82% 25
2025
Q1 		$1.72M Buy
10,118
+221
+2% +$37K 0.94% 21
2024
Q4 		$1.66M Buy
+9,897
New +$1.69M 0.91% 21

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

Roehl & Yi Investment Advisors's PG Position: Q2 2026 in Review

Roehl & Yi Investment Advisors increased its Procter & Gamble (PG) stake by 16% in Q2 2026, buying an estimated $233K and bringing the position to 11,496 shares worth $1.69M. The position accounts for 0.55% of the portfolio, ranked #37.

Roehl & Yi Investment Advisors first reported a position in PG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.72M in Q1 2025. 4,010 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Roehl & Yi Investment Advisors held 11,496 shares of Procter & Gamble worth $1.69M as of Q2 2026.
  • Roehl & Yi Investment Advisors bought 1,601 Procter & Gamble shares in Q2 2026, an estimated $233K.
  • Procter & Gamble made up 0.55% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #37 holding.
  • Roehl & Yi Investment Advisors first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
  • Roehl & Yi Investment Advisors's Procter & Gamble position peaked at $1.72M in Q1 2025.
  • 4,010 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.