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SGL Investment Advisors’s Procter & Gamble PG Stock Holding History

SGL Investment 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
Q1 		$766K Sell
5,342
-51
-0.9% -$7.73K 0.29% 71
2025
Q4 		$855K Sell
5,393
-1,749
-24% -$258K 0.34% 64
2025
Q3 		$1.06M Buy
7,142
+2,843
+66% +$444K 0.44% 47
2025
Q2 		$679K Buy
4,299
+2,315
+117% +$378K 0.32% 63
2025
Q1 		$315K Buy
1,984
+230
+13% +$38.5K 0.16% 87
2024
Q4 		$297K Buy
1,754
+251
+17% +$42.7K 0.15% 85
2024
Q3 		$251K Buy
+1,503
New +$255K 0.13% 91

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

SGL Investment Advisors's PG Position: Q1 2026 in Review

SGL Investment Advisors reduced its Procter & Gamble (PG) stake by 0.95% in Q1 2026, selling an estimated $7.73K and leaving 5,342 shares worth $766K. The position accounts for 0.29% of the portfolio, ranked #71.

SGL Investment Advisors first reported a position in PG in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.06M in Q3 2025. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • SGL Investment Advisors held 5,342 shares of Procter & Gamble worth $766K as of Q1 2026.
  • SGL Investment Advisors sold 51 Procter & Gamble shares in Q1 2026, an estimated $7.73K.
  • Procter & Gamble made up 0.29% of SGL Investment Advisors's portfolio in Q1 2026, its #71 holding.
  • SGL Investment Advisors first reported a position in Procter & Gamble in Q3 2024 and has held it in 7 quarters since.
  • SGL Investment Advisors's Procter & Gamble position peaked at $1.06M in Q3 2025.
  • 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on SGL Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.