SAI
PG icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Savvy Advisors Inc's PG Position: Q1 2026 in Review

Savvy Advisors Inc increased its Procter & Gamble (PG) stake by 23% in Q1 2026, buying an estimated $5.3M and bringing the position to 187,998 shares worth $27.2M. The position accounts for 0.73% of the portfolio, ranked #28.

Savvy Advisors Inc first reported a position in PG in Q4 2023 and has held it in 10 quarters since. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Savvy Advisors Inc held 187,998 shares of Procter & Gamble worth $27.2M as of Q1 2026.
  • Savvy Advisors Inc bought 34,948 Procter & Gamble shares in Q1 2026, an estimated $5.3M.
  • Procter & Gamble made up 0.73% of Savvy Advisors Inc's portfolio in Q1 2026, its #28 holding.
  • Savvy Advisors Inc first reported a position in Procter & Gamble in Q4 2023 and has held it in 10 quarters since.
  • 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.