ROI Financial Advisors’s Procter & Gamble PG Stock Holding History

ROI Financial 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	$1.58M	Sell	10,942 -3,358	-23%	-$509K	0.95%	27
2025 Q4	$2.05M	Sell	14,300 -2,380	-14%	-$351K	1.18%	22
2025 Q3	$2.56M	Sell	16,680 -1,579	-9%	-$247K	1.53%	20
2025 Q2	$2.91M	Sell	18,259 -132	-0.7%	-$21.5K	1.85%	18
2025 Q1	$3.13M	Sell	18,391 -492	-3%	-$82.4K	2.28%	17
2024 Q4	$3.17M	Buy	18,883 +34	+0.2%	+$5.79K	2.16%	16
2024 Q3	$3.26M	Buy	18,849 +194	+1%	+$32.9K	2.25%	15
2024 Q2	$3.08M	Sell	18,655 -214	-1%	-$35K	2.23%	14
2024 Q1	$3.06M	Sell	18,869 -341	-2%	-$53.5K	2.41%	13
2023 Q4	$2.81M	Buy	+19,210	New	+$2.85M	2.33%	14

Other funds holding PG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ROI Financial Advisors's PG Position: Q1 2026 in Review

ROI Financial Advisors reduced its Procter & Gamble (PG) stake by 23% in Q1 2026, selling an estimated $509K and leaving 10,942 shares worth $1.58M. The position accounts for 0.95% of the portfolio, ranked #27.

ROI Financial Advisors first reported a position in PG in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.26M in Q3 2024. 3,990 funds tracked by Wall St. Rank hold PG as of Q1 2026.

ROI Financial Advisors held 10,942 shares of Procter & Gamble worth $1.58M as of Q1 2026.
ROI Financial Advisors sold 3,358 Procter & Gamble shares in Q1 2026, an estimated $509K.
Procter & Gamble made up 0.95% of ROI Financial Advisors's portfolio in Q1 2026, its #27 holding.
ROI Financial Advisors first reported a position in Procter & Gamble in Q4 2023 and has held it in 10 quarters since.
ROI Financial Advisors's Procter & Gamble position peaked at $3.26M in Q3 2024.
3,990 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on ROI Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.