SAG
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SageView Advisory Group’s Procter & Gamble PG Stock Holding History

SageView 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 		$13.5M Sell
92,074
-16
-0% -$2.33K 0.44% 27
2026
Q1 		$13.3M Sell
92,090
-8,727
-9% -$1.32M 0.49% 23
2025
Q4 		$14.4M Sell
100,817
-4,006
-4% -$591K 0.49% 23
2025
Q3 		$16.1M Buy
104,823
+7,307
+7% +$1.14M 0.56% 22
2025
Q2 		$15.3M Sell
97,516
-857
-0.9% -$140K 0.58% 20
2025
Q1 		$16.8M Buy
98,373
+129
+0.1% +$21.6K 0.71% 17
2024
Q4 		$16.5M Buy
98,244
+83,279
+556% +$14.2M 0.71% 18
2024
Q3 		$2.59M Sell
14,965
-2,908
-16% -$494K 0.13% 95
2024
Q2 		$2.95M Buy
+17,873
New +$2.92M 0.14% 94
2024
Q1 		– Sell
-23,298
Closed -$3.67M – 721
2023
Q4 		$3.67M Buy
23,298
+5,312
+30% +$787K 0.16% 82
2023
Q3 		$2.62M Sell
17,986
-1,838
-9% -$281K 0.15% 91
2023
Q2 		$3.01M Buy
19,824
+640
+3% +$96.5K 0.17% 85
2023
Q1 		$2.85M Buy
19,184
+8,546
+80% +$1.22M 0.18% 86
2022
Q4 		$1.61M Buy
+10,638
New +$1.49M 0.13% 111

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

SageView Advisory Group's PG Position: Q2 2026 in Review

SageView Advisory Group reduced its Procter & Gamble (PG) stake by 0.02% in Q2 2026, selling an estimated $2.33K and leaving 92,074 shares worth $13.5M. The position accounts for 0.44% of the portfolio, ranked #27.

SageView Advisory Group first reported a position in PG in Q4 2022 and has held it in 14 quarters since. The position peaked at $16.8M in Q1 2025. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • SageView Advisory Group held 92,074 shares of Procter & Gamble worth $13.5M as of Q2 2026.
  • SageView Advisory Group sold 16 Procter & Gamble shares in Q2 2026, an estimated $2.33K.
  • Procter & Gamble made up 0.44% of SageView Advisory Group's portfolio in Q2 2026, its #27 holding.
  • SageView Advisory Group first reported a position in Procter & Gamble in Q4 2022 and has held it in 14 quarters since.
  • SageView Advisory Group's Procter & Gamble position peaked at $16.8M in Q1 2025.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.