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SC&H Financial Advisors’s Procter & Gamble PG Stock Holding History

SC&H 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
Q2 		$620K Sell
4,225
-450
-10% -$65.5K 0.08% 85
2026
Q1 		$675K Sell
4,675
-62
-1% -$9.4K 0.1% 81
2025
Q4 		$679K Buy
4,737
+1
+0% +$147 0.11% 83
2025
Q3 		$728K Sell
4,736
-1,136
-19% -$177K 0.12% 80
2025
Q2 		$936K Buy
5,872
+1
+0% +$163 0.16% 70
2025
Q1 		$1M Sell
5,871
-600
-9% -$100K 0.2% 59
2024
Q4 		$1.08M Buy
6,471
+1
+0% +$170 0.22% 57
2024
Q3 		$1.12M Buy
6,470
+11
+0.2% +$1.87K 0.24% 58
2024
Q2 		$1.07M Buy
6,459
+1,731
+37% +$283K 0.26% 54
2024
Q1 		$767K Sell
4,728
-28
-0.6% -$4.39K 0.2% 73
2023
Q4 		$697K Sell
4,756
-526
-10% -$77.9K 0.2% 73
2023
Q3 		$770K Sell
5,282
-460
-8% -$70.3K 0.26% 66
2023
Q2 		$871K Sell
5,742
-314
-5% -$47.3K 0.29% 65
2023
Q1 		$900K Sell
6,056
-33,116
-85% -$4.73M 0.33% 60
2022
Q4 		$5.94M Sell
39,172
-219
-0.6% -$30.7K 2.46% 13
2022
Q3 		$4.97M Buy
39,391
+123
+0.3% +$17.5K 2.49% 12
2022
Q2 		$5.65M Buy
39,268
+1,151
+3% +$173K 2.63% 11
2022
Q1 		$5.82M Sell
38,117
-164
-0.4% -$25.7K 2.77% 8
2021
Q4 		$6.26M Buy
+38,281
New +$5.68M 3.46% 6

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

SC&H Financial Advisors's PG Position: Q2 2026 in Review

SC&H Financial Advisors reduced its Procter & Gamble (PG) stake by 9.6% in Q2 2026, selling an estimated $65.5K and leaving 4,225 shares worth $620K. The position accounts for 0.08% of the portfolio, ranked #85.

SC&H Financial Advisors first reported a position in PG in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.26M in Q4 2021. 4,015 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • SC&H Financial Advisors held 4,225 shares of Procter & Gamble worth $620K as of Q2 2026.
  • SC&H Financial Advisors sold 450 Procter & Gamble shares in Q2 2026, an estimated $65.5K.
  • Procter & Gamble made up 0.08% of SC&H Financial Advisors's portfolio in Q2 2026, its #85 holding.
  • SC&H Financial Advisors first reported a position in Procter & Gamble in Q4 2021 and has held it in 19 quarters since.
  • SC&H Financial Advisors's Procter & Gamble position peaked at $6.26M in Q4 2021.
  • 4,015 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.