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Safeguard Investment Advisory Group’s Procter & Gamble PG Stock Holding History

Safeguard Investment Advisory Group’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 		$890K Buy
6,068
+1,597
+36% +$232K 0.21% 54
2026
Q1 		$646K Buy
4,471
+672
+18% +$102K 0.18% 58
2025
Q4 		$545K Sell
3,799
-562
-13% -$82.9K 0.14% 66
2025
Q3 		$670K Sell
4,361
-98
-2% -$15.3K 0.17% 60
2025
Q2 		$710K Sell
4,459
-1,008
-18% -$165K 0.18% 61
2025
Q1 		$933K Buy
5,467
+1,554
+40% +$260K 0.25% 44
2024
Q4 		$656K Buy
3,913
+254
+7% +$43.3K 0.18% 53
2024
Q3 		$634K Buy
3,659
+877
+32% +$149K 0.18% 51
2024
Q2 		$459K Buy
2,782
+260
+10% +$42.5K 0.14% 59
2024
Q1 		$409K Sell
2,522
-101
-4% -$15.8K 0.14% 62
2023
Q4 		$384K Buy
2,623
+42
+2% +$6.22K 0.14% 59
2023
Q3 		$376K Sell
2,581
-22
-0.8% -$3.36K 0.16% 60
2023
Q2 		$395K Sell
2,603
-104
-4% -$15.7K 0.17% 62
2023
Q1 		$402K Buy
2,707
+127
+5% +$18.2K 0.19% 62
2022
Q4 		$391K Buy
2,580
+52
+2% +$7.29K 0.24% 57
2022
Q3 		$319K Buy
2,528
+60
+2% +$8.52K 0.22% 65
2022
Q2 		$377K Hold
2,468
– – 0.23% 62
2022
Q1 		$377K Buy
2,468
+577
+31% +$90.3K 0.26% 54
2021
Q4 		$309K Buy
1,891
+10
+0.5% +$1.49K 0.18% 72
2021
Q3 		$263K Sell
1,881
-50
-3% -$7.09K 0.17% 75
2021
Q2 		$260K Buy
1,931
+10
+0.5% +$1.35K 0.19% 72
2021
Q1 		$260K Sell
1,921
-20
-1% -$2.61K 0.23% 64
2020
Q4 		$270K Buy
+1,941
New +$271K 0.24% 63

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

Safeguard Investment Advisory Group's PG Position: Q2 2026 in Review

Safeguard Investment Advisory Group increased its Procter & Gamble (PG) stake by 36% in Q2 2026, buying an estimated $232K and bringing the position to 6,068 shares worth $890K. The position accounts for 0.21% of the portfolio, ranked #54.

Safeguard Investment Advisory Group first reported a position in PG in Q4 2020 and has held it in 23 quarters since. The position peaked at $933K in Q1 2025. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Safeguard Investment Advisory Group held 6,068 shares of Procter & Gamble worth $890K as of Q2 2026.
  • Safeguard Investment Advisory Group bought 1,597 Procter & Gamble shares in Q2 2026, an estimated $232K.
  • Procter & Gamble made up 0.21% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #54 holding.
  • Safeguard Investment Advisory Group first reported a position in Procter & Gamble in Q4 2020 and has held it in 23 quarters since.
  • Safeguard Investment Advisory Group's Procter & Gamble position peaked at $933K in Q1 2025.
  • 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.