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Sound View Wealth Advisors Group’s Procter & Gamble PG Stock Holding History

Sound View Wealth Advisors Group’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 		$11.3M Sell
78,510
-1,770
-2% -$268K 0.77% 36
2025
Q4 		$11.5M Sell
80,280
-3,334
-4% -$492K 0.77% 34
2025
Q3 		$12.8M Sell
83,614
-2,919
-3% -$456K 0.88% 31
2025
Q2 		$13.8M Buy
86,533
+1,749
+2% +$285K 1.02% 26
2025
Q1 		$14.4M Sell
84,784
-5,718
-6% -$958K 1.19% 20
2024
Q4 		$15.2M Buy
90,502
+1,106
+1% +$188K 1.22% 20
2024
Q3 		$15.5M Buy
89,396
+7,236
+9% +$1.23M 1.26% 19
2024
Q2 		$13.5M Sell
82,160
-1,400
-2% -$229K 1.4% 17
2024
Q1 		$13.6M Sell
83,560
-5,478
-6% -$859K 1.45% 15
2023
Q4 		$13M Sell
89,038
-1,720
-2% -$255K 1.44% 13
2023
Q3 		$13.2M Buy
90,758
+8,232
+10% +$1.26M 1.65% 13
2023
Q2 		$12.5M Sell
82,526
-6,576
-7% -$991K 1.64% 13
2023
Q1 		$13.2M Buy
89,102
+64
+0.1% +$9.15K 1.82% 9
2022
Q4 		$13M Buy
89,038
+34,167
+62% +$4.79M 1.44% 13
2022
Q3 		$6.93M Sell
54,871
-1,503
-3% -$214K 1.55% 13
2022
Q2 		$8.11M Buy
56,374
+354
+0.6% +$53.2K 1.7% 11
2022
Q1 		$8.56M Buy
56,020
+2,591
+5% +$405K 1.63% 13
2021
Q4 		$8.74M Buy
53,429
+91
+0.2% +$13.5K 1.65% 13
2021
Q3 		$7.46M Sell
53,338
-2,094
-4% -$297K 1.56% 14
2021
Q2 		$7.48M Sell
55,432
-1,546
-3% -$209K 1.57% 14
2021
Q1 		$7.72M Buy
56,978
+80
+0.1% +$10.4K 1.8% 11
2020
Q4 		$7.92M Buy
56,898
+41
+0.1% +$5.73K 1.93% 8
2020
Q3 		$7.9M Sell
56,857
-347
-0.6% -$46.1K 2.08% 7
2020
Q2 		$6.84M Buy
57,204
+2,287
+4% +$267K 1.93% 9
2020
Q1 		$6.04M Buy
54,917
+93
+0.2% +$11.2K 2.09% 7
2019
Q4 		$6.85M Sell
54,824
-15,246
-22% -$1.87M 1.93% 6
2019
Q3 		$8.71M Sell
70,070
-12,513
-15% -$1.48M 2.6% 2
2019
Q2 		$9.05M Buy
+82,583
New +$8.8M 2.68% 2

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

Sound View Wealth Advisors Group's PG Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its Procter & Gamble (PG) stake by 2.2% in Q1 2026, selling an estimated $268K and leaving 78,510 shares worth $11.3M. The position accounts for 0.77% of the portfolio, ranked #36.

Sound View Wealth Advisors Group first reported a position in PG in Q2 2019 and has held it in 28 quarters since. The position peaked at $15.5M in Q3 2024. 3,987 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Sound View Wealth Advisors Group held 78,510 shares of Procter & Gamble worth $11.3M as of Q1 2026.
  • Sound View Wealth Advisors Group sold 1,770 Procter & Gamble shares in Q1 2026, an estimated $268K.
  • Procter & Gamble made up 0.77% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #36 holding.
  • Sound View Wealth Advisors Group first reported a position in Procter & Gamble in Q2 2019 and has held it in 28 quarters since.
  • Sound View Wealth Advisors Group's Procter & Gamble position peaked at $15.5M in Q3 2024.
  • 3,987 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.