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SS&H Financial Advisors’s Procter & Gamble PG Stock Holding History

SS&H Financial 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
Q2 		$9.3M Buy
+63,410
New +$9.23M 2.38% 11
2025
Q4 		$8.98M Sell
62,660
-538
-0.9% -$79.3K 2.62% 8
2025
Q3 		$9.71M Sell
63,198
-2,963
-4% -$463K 2.95% 7
2025
Q2 		$10.5M Buy
66,161
+22,077
+50% +$3.6M 3.52% 5
2025
Q1 		$7.51M Sell
44,084
-637
-1% -$107K 2.8% 7
2024
Q4 		$7.5M Sell
44,721
-390
-0.9% -$66.4K 2.73% 6
2024
Q3 		$7.81M Sell
45,111
-10
-0% -$1.7K 2.85% 7
2024
Q2 		$7.44M Sell
45,121
-100
-0.2% -$16.3K 2.91% 6
2024
Q1 		$7.34M Sell
45,221
-25,533
-36% -$4M 3.06% 7
2023
Q4 		$10.4M Sell
70,754
-145
-0.2% -$21.5K 4.4% 4
2023
Q3 		$10.3M Buy
+70,899
New +$10.8M 4.84% 4
2023
Q1 		$10.7M Sell
72,212
-871
-1% -$125K 4.92% 4
2022
Q4 		$11.1M Sell
73,083
-500
-0.7% -$70.1K 5.27% 3
2022
Q3 		$9.29M Sell
73,583
-1,000
-1% -$142K 4.8% 4
2022
Q2 		$10.7M Sell
74,583
-560
-0.7% -$84.2K 4.95% 4
2022
Q1 		$11.5M Buy
+75,143
New +$11.8M 4.49% 4

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

SS&H Financial Advisors's PG Position: Q2 2026 in Review

SS&H Financial Advisors opened a new position in Procter & Gamble (PG) in Q2 2026: 63,410 shares worth $9.3M. The stake represents 2.38% of the portfolio and ranks #11 among its holdings. This is a return to the name: SS&H Financial Advisors previously reported a position in PG as recently as Q4 2025.

SS&H Financial Advisors first reported a position in PG in Q1 2022 and has held it in 16 quarters since. The position peaked at $11.5M in Q1 2022. 4,021 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • SS&H Financial Advisors held 63,410 shares of Procter & Gamble worth $9.3M as of Q2 2026.
  • Procter & Gamble was a new SS&H Financial Advisors position in Q2 2026.
  • Procter & Gamble made up 2.38% of SS&H Financial Advisors's portfolio in Q2 2026, its #11 holding.
  • SS&H Financial Advisors first reported a position in Procter & Gamble in Q1 2022 and has held it in 16 quarters since.
  • SS&H Financial Advisors's Procter & Gamble position peaked at $11.5M in Q1 2022.
  • 4,021 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on SS&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.