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SRH Advisors’s Procter & Gamble PG Stock Holding History

SRH 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 		$242K Buy
1,673
+4
+0.2% +$606 0.07% 50
2025
Q4 		$239K Sell
1,669
-996
-37% -$147K 0.07% 54
2025
Q3 		$410K Buy
2,665
+4
+0.2% +$625 0.12% 35
2025
Q2 		$424K Buy
2,661
+4
+0.2% +$653 0.13% 36
2025
Q1 		$453K Sell
2,657
-1,497
-36% -$251K 0.14% 37
2024
Q4 		$696K Buy
4,154
+4
+0.1% +$681 0.21% 29
2024
Q3 		$719K Buy
4,150
+3
+0.1% +$509 0.22% 27
2024
Q2 		$684K Sell
4,147
-14
-0.3% -$2.29K 0.23% 28
2024
Q1 		$675K Sell
4,161
-24
-0.6% -$3.76K 0.21% 29
2023
Q4 		$613K Buy
4,185
+4
+0.1% +$592 0.21% 31
2023
Q3 		$610K Buy
4,181
+6
+0.1% +$916 0.3% 28
2023
Q2 		$621K Hold
4,175
– – 0.33% 28
2023
Q1 		$621K Sell
4,175
-196
-4% -$28K 0.33% 28
2022
Q4 		$662K Sell
4,371
-346
-7% -$48.5K 0.37% 29
2022
Q3 		$596K Buy
4,717
+3
+0.1% +$426 0.78% 29
2022
Q2 		$678K Buy
4,714
+3
+0.1% +$451 0.84% 28
2022
Q1 		$720K Buy
4,711
+3
+0.1% +$469 0.8% 30
2021
Q4 		$770K Buy
4,708
+3
+0.1% +$445 0.87% 31
2021
Q3 		$658K Buy
4,705
+4
+0.1% +$567 0.8% 31
2021
Q2 		$634K Buy
4,701
+106
+2% +$14.3K 0.79% 28
2021
Q1 		$622K Buy
4,595
+3
+0.1% +$391 0.88% 24
2020
Q4 		$639K Buy
4,592
+353
+8% +$49.3K 1.06% 21
2020
Q3 		$589K Buy
4,239
+48
+1% +$6.37K 1.13% 20
2020
Q2 		$501K Buy
4,191
+4
+0.1% +$466 1.25% 18
2020
Q1 		$461K Buy
4,187
+3
+0.1% +$360 1.28% 18
2019
Q4 		$523K Buy
4,184
+3
+0.1% +$367 1.68% 14
2019
Q3 		$520K Buy
4,181
+3
+0.1% +$354 1.75% 14
2019
Q2 		$458K Buy
4,178
+4
+0.1% +$426 1.56% 14
2019
Q1 		$434K Buy
4,174
+3
+0.1% +$292 1.54% 14
2018
Q4 		$383K Buy
4,171
+4
+0.1% +$358 1.47% 15
2018
Q3 		$347K Buy
4,167
+97
+2% +$7.93K 1.19% 16
2018
Q2 		$318K Buy
4,070
+200
+5% +$15.1K 1.19% 17
2018
Q1 		$307K Hold
3,870
– – 1.22% 17
2017
Q4 		$356K Buy
3,870
+500
+15% +$45K 1.41% 16
2017
Q3 		$307K Hold
3,370
– – 1.3% 16
2017
Q2 		$294K Hold
3,370
– – 1.4% 18
2017
Q1 		$303K Hold
3,370
– – 1.41% 17
2016
Q4 		$283K Buy
3,370
+170
+5% +$14.5K 1.41% 18
2016
Q3 		$287K Sell
3,200
-200
-6% -$17.4K 1.5% 17
2016
Q2 		$288K Hold
3,400
– – 1.53% 16
2016
Q1 		$280K Hold
3,400
– – 1.54% 15
2015
Q4 		$270K Buy
3,400
+150
+5% +$11.5K 1.59% 13
2015
Q3 		$234K Buy
3,250
+750
+30% +$56.2K 1.37% 17
2015
Q2 		$196K Buy
2,500
+500
+25% +$40.2K 1.24% 16
2015
Q1 		$164K Hold
2,000
– – 1.08% 20
2014
Q4 		$182K Hold
2,000
– – 1.24% 20
2014
Q3 		$167K Hold
2,000
– – 1.29% 21
2014
Q2 		$157K Hold
2,000
– – 1.24% 22
2014
Q1 		$161K Hold
2,000
– – 1.29% 21
2013
Q4 		$163K Buy
+2,000
New +$163K 1.6% 18

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

SRH Advisors's PG Position: Q1 2026 in Review

SRH Advisors increased its Procter & Gamble (PG) stake by 0.24% in Q1 2026, buying an estimated $606 and bringing the position to 1,673 shares worth $242K. The position accounts for 0.07% of the portfolio, ranked #50.

SRH Advisors first reported a position in PG in Q4 2013 and has held it in 50 quarters since. The position peaked at $770K in Q4 2021. 3,987 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • SRH Advisors held 1,673 shares of Procter & Gamble worth $242K as of Q1 2026.
  • SRH Advisors bought 4 Procter & Gamble shares in Q1 2026, an estimated $606.
  • Procter & Gamble made up 0.07% of SRH Advisors's portfolio in Q1 2026, its #50 holding.
  • SRH Advisors first reported a position in Procter & Gamble in Q4 2013 and has held it in 50 quarters since.
  • SRH Advisors's Procter & Gamble position peaked at $770K in Q4 2021.
  • 3,987 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on SRH Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.