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

Soltis 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 		$8.94M Buy
61,922
+11,070
+22% +$1.68M 0.56% 40
2025
Q4 		$7.29M Buy
50,852
+1,101
+2% +$162K 0.48% 48
2025
Q3 		$7.64M Buy
49,751
+12,555
+34% +$1.96M 0.53% 46
2025
Q2 		$5.93M Buy
37,196
+3,440
+10% +$561K 0.47% 56
2025
Q1 		$5.75M Sell
33,756
-750
-2% -$126K 0.51% 52
2024
Q4 		$5.78M Buy
34,506
+801
+2% +$136K 0.54% 49
2024
Q3 		$5.84M Buy
33,705
+751
+2% +$127K 0.57% 51
2024
Q2 		$5.43M Sell
32,954
-75
-0.2% -$12.3K 0.58% 50
2024
Q1 		$5.36M Sell
33,029
-588
-2% -$92.2K 0.6% 56
2023
Q4 		$4.93M Sell
33,617
-2,312
-6% -$342K 0.56% 57
2023
Q3 		$5.24M Sell
35,929
-39
-0.1% -$5.96K 0.67% 47
2023
Q2 		$5.46M Buy
35,968
+1,781
+5% +$268K 0.63% 45
2023
Q1 		$5.08M Buy
34,187
+785
+2% +$112K 0.65% 43
2022
Q4 		$5.06M Buy
33,402
+4,630
+16% +$649K 0.67% 36
2022
Q3 		$3.63M Buy
28,772
+5,007
+21% +$711K 0.55% 46
2022
Q2 		$3.42M Buy
23,765
+3,662
+18% +$550K 0.5% 51
2022
Q1 		$3.07M Buy
20,103
+4,396
+28% +$688K 0.43% 51
2021
Q4 		$2.57M Buy
15,707
+1,766
+13% +$262K 0.36% 60
2021
Q3 		$1.95M Buy
13,941
+812
+6% +$115K 0.3% 68
2021
Q2 		$1.77M Buy
13,129
+2,101
+19% +$284K 0.28% 77
2021
Q1 		$1.49M Sell
11,028
-892
-7% -$116K 0.27% 74
2020
Q4 		$1.66M Buy
11,920
+2,049
+21% +$286K 0.31% 61
2020
Q3 		$1.37M Buy
9,871
+695
+8% +$92.3K 0.32% 66
2020
Q2 		$1.1M Buy
9,176
+1,502
+20% +$175K 0.28% 62
2020
Q1 		$844K Buy
7,674
+1,323
+21% +$159K 0.26% 57
2019
Q4 		$793K Buy
+6,351
New +$777K 0.15% 62

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

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

Soltis Investment Advisors increased its Procter & Gamble (PG) stake by 22% in Q1 2026, buying an estimated $1.68M and bringing the position to 61,922 shares worth $8.94M. The position accounts for 0.56% of the portfolio, ranked #40.

Soltis Investment Advisors first reported a position in PG in Q4 2019 and has held it in 26 quarters since. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Soltis Investment Advisors held 61,922 shares of Procter & Gamble worth $8.94M as of Q1 2026.
  • Soltis Investment Advisors bought 11,070 Procter & Gamble shares in Q1 2026, an estimated $1.68M.
  • Procter & Gamble made up 0.56% of Soltis Investment Advisors's portfolio in Q1 2026, its #40 holding.
  • Soltis Investment Advisors first reported a position in Procter & Gamble in Q4 2019 and has held it in 26 quarters since.
  • 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.