SOA Wealth Advisors
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SOA Wealth Advisors’s Procter & Gamble PG Stock Holding History

SOA Wealth 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
Q3 		$480K Sell
4,585
-40
-0.9% -$5.86K 0.08% 127
2026
Q2 		$490K Sell
4,625
-10,563
-70% -$1.54M 0.08% 126
2026
Q1 		$515K Sell
15,188
-287
-2% -$43.5K 0.1% 115
2025
Q4 		$552K Sell
15,475
-135
-0.9% -$19.9K 0.09% 117
2025
Q3 		$612K Buy
15,610
+41
+0.3% +$6.4K 0.1% 107
2025
Q2 		$627K Sell
15,569
-246
-2% -$40.2K 0.12% 104
2025
Q1 		$649K Buy
15,815
+11,913
+305% +$2M 0.14% 94
2024
Q4 		$654K Sell
3,902
-112
-3% -$19.1K 0.12% 96
2024
Q3 		$695K Buy
4,014
+216
+6% +$36.7K 0.13% 92
2024
Q2 		$626K Sell
3,798
-344
-8% -$56.2K 0.13% 94
2024
Q1 		$672K Sell
4,142
-99
-2% -$15.5K 0.14% 84
2023
Q4 		$621K Sell
4,241
-403
-9% -$59.7K 0.14% 84
2023
Q3 		$677K Buy
4,644
+450
+11% +$68.7K 0.17% 71
2023
Q2 		$636K Buy
4,194
+5
+0.1% +$754 0.15% 78
2023
Q1 		$623K Sell
4,189
-361
-8% -$51.6K 0.15% 75
2022
Q4 		$690K Sell
4,550
-43
-0.9% -$6.03K 0.19% 66
2022
Q3 		$579K Buy
4,593
+6
+0.1% +$852 0.17% 73
2022
Q2 		$659K Sell
4,587
-1,007
-18% -$151K 0.19% 72
2022
Q1 		$854K Buy
5,594
+458
+9% +$71.7K 0.21% 72
2021
Q4 		$836K Sell
5,136
-515
-9% -$76.5K 0.2% 72
2021
Q3 		$790K Buy
5,651
+240
+4% +$34K 0.2% 74
2021
Q2 		$730K Buy
5,411
+688
+15% +$93.1K 0.19% 77
2021
Q1 		$639K Buy
4,723
+16
+0.3% +$2.09K 0.18% 82
2020
Q4 		$603K Buy
+4,707
New +$658K 0.16% 80

Other funds holding PG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

SOA Wealth Advisors's PG Position: Q3 2026 in Review

SOA Wealth Advisors reduced its Procter & Gamble (PG) stake by 0.86% in Q3 2026, selling an estimated $5.86K and leaving 4,585 shares worth $480K. The position accounts for 0.08% of the portfolio, ranked #127.

SOA Wealth Advisors first reported a position in PG in Q4 2020 and has held it in 24 quarters since. The position peaked at $854K in Q1 2022. 2,830 funds tracked by Wall St. Rank hold PG as of Q3 2026.

  • SOA Wealth Advisors held 4,585 shares of Procter & Gamble worth $480K as of Q3 2026.
  • SOA Wealth Advisors sold 40 Procter & Gamble shares in Q3 2026, an estimated $5.86K.
  • Procter & Gamble made up 0.08% of SOA Wealth Advisors's portfolio in Q3 2026, its #127 holding.
  • SOA Wealth Advisors first reported a position in Procter & Gamble in Q4 2020 and has held it in 24 quarters since.
  • SOA Wealth Advisors's Procter & Gamble position peaked at $854K in Q1 2022.
  • 2,830 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on SOA Wealth Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.