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Savvy Advisors Inc’s Procter & Gamble PG Stock Holding History

Savvy Advisors Inc’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 		$28.2M Buy
192,221
+4,223
+2% +$615K 0.6% 32
2026
Q1 		$27.2M Buy
187,998
+34,948
+23% +$5.3M 0.73% 28
2025
Q4 		$21.9M Buy
153,050
+59,010
+63% +$8.7M 0.71% 28
2025
Q3 		$14.4M Buy
94,040
+9,989
+12% +$1.56M 0.66% 30
2025
Q2 		$13.4M Buy
84,051
+687
+0.8% +$112K 0.89% 19
2025
Q1 		$14.2M Buy
83,364
+10,565
+15% +$1.77M 1.43% 12
2024
Q4 		$12.2M Buy
72,799
+13,621
+23% +$2.32M 1.47% 10
2024
Q3 		$10.2M Buy
59,178
+17,227
+41% +$2.92M 2.08% 8
2024
Q2 		$6.92M Buy
41,951
+38,620
+1,159% +$6.31M 2.25% 7
2024
Q1 		$540K Buy
3,331
+1,284
+63% +$201K 0.31% 81
2023
Q4 		$300K Buy
+2,047
New +$303K 0.29% 110

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

Savvy Advisors Inc's PG Position: Q2 2026 in Review

Savvy Advisors Inc increased its Procter & Gamble (PG) stake by 2.2% in Q2 2026, buying an estimated $615K and bringing the position to 192,221 shares worth $28.2M. The position accounts for 0.6% of the portfolio, ranked #32.

Savvy Advisors Inc first reported a position in PG in Q4 2023 and has held it in 11 quarters since. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Savvy Advisors Inc held 192,221 shares of Procter & Gamble worth $28.2M as of Q2 2026.
  • Savvy Advisors Inc bought 4,223 Procter & Gamble shares in Q2 2026, an estimated $615K.
  • Procter & Gamble made up 0.6% of Savvy Advisors Inc's portfolio in Q2 2026, its #32 holding.
  • Savvy Advisors Inc first reported a position in Procter & Gamble in Q4 2023 and has held it in 11 quarters since.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.