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Steward Partners Investment Advisory’s Procter & Gamble PG Stock Holding History

Steward Partners Investment Advisory’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 		$43.2M Buy
298,971
+17,840
+6% +$2.7M 0.22% 81
2025
Q4 		$40.3M Buy
281,131
+13,897
+5% +$2.05M 0.22% 90
2025
Q3 		$41.1M Sell
267,234
-27,168
-9% -$4.24M 0.24% 80
2025
Q2 		$46.9M Sell
294,402
-560
-0.2% -$91.4K 0.37% 48
2025
Q1 		$50.3M Buy
294,962
+3,758
+1% +$629K 0.44% 40
2024
Q4 		$48.8M Buy
291,204
+9,429
+3% +$1.61M 0.43% 40
2024
Q3 		$48.8M Buy
281,775
+19,487
+7% +$3.31M 0.45% 42
2024
Q2 		$43.3M Buy
262,288
+4,423
+2% +$723K 0.46% 40
2024
Q1 		$41.8M Buy
257,865
+6,513
+3% +$1.02M 0.46% 43
2023
Q4 		$36.8M Buy
251,352
+3,897
+2% +$577K 0.5% 37
2023
Q3 		$36.1M Sell
247,455
-6,247
-2% -$954K 0.56% 33
2023
Q2 		$38.5M Buy
253,702
+8,742
+4% +$1.32M 0.58% 28
2023
Q1 		$36.4M Buy
244,960
+5,320
+2% +$760K 0.58% 27
2022
Q4 		$36.3M Buy
239,640
+4,830
+2% +$677K 0.62% 24
2022
Q3 		$29.6M Buy
234,810
+28,184
+14% +$4M 0.55% 27
2022
Q2 		$29.7M Buy
206,626
+1,912
+0.9% +$287K 0.54% 29
2022
Q1 		$31.3M Buy
204,714
+6,309
+3% +$987K 0.48% 37
2021
Q4 		$32.5M Sell
198,405
-491
-0.2% -$72.9K 0.49% 33
2021
Q3 		$27.8M Buy
198,896
+4,733
+2% +$671K 0.48% 37
2021
Q2 		$26.2M Sell
194,163
-24,994
-11% -$3.38M 0.44% 36
2021
Q1 		$29.7M Buy
219,157
+37,842
+21% +$4.94M 0.52% 31
2020
Q4 		$25.2M Buy
181,315
+3,047
+2% +$426K 0.55% 33
2020
Q3 		$24.8M Sell
178,268
-73,306
-29% -$9.73M 0.62% 26
2020
Q2 		$30.1M Buy
251,574
+21,549
+9% +$2.51M 0.86% 15
2020
Q1 		$25.3M Sell
230,025
-7,219
-3% -$866K 0.93% 14
2019
Q4 		$29.6M Buy
237,244
+4,488
+2% +$549K 0.88% 17
2019
Q3 		$28.9M Buy
232,756
+3,127
+1% +$369K 0.98% 15
2019
Q2 		$25.2M Sell
229,629
-1,372
-0.6% -$146K 0.92% 17
2019
Q1 		$24M Buy
231,001
+4,777
+2% +$465K 1.02% 17
2018
Q4 		$20.8M Buy
226,224
+11,780
+5% +$1.05M 1.01% 15
2018
Q3 		$17.8M Buy
214,444
+87,280
+69% +$7.14M 0.85% 20
2018
Q2 		$9.93M Buy
127,164
+14,353
+13% +$1.08M 0.59% 28
2018
Q1 		$8.94M Buy
112,811
+4,594
+4% +$383K 0.61% 28
2017
Q4 		$9.94M Buy
108,217
+2,893
+3% +$260K 0.76% 23
2017
Q3 		$9.58M Buy
105,324
+17,037
+19% +$1.55M 0.98% 18
2017
Q2 		$7.69M Buy
88,287
+16,464
+23% +$1.45M 0.86% 23
2017
Q1 		$6.45M Buy
71,823
+12,501
+21% +$1.11M 0.98% 23
2016
Q4 		$4.99M Buy
+59,322
New +$5.06M 2.28% 6

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

Steward Partners Investment Advisory's PG Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Procter & Gamble (PG) stake by 6.3% in Q1 2026, buying an estimated $2.7M and bringing the position to 298,971 shares worth $43.2M. The position accounts for 0.22% of the portfolio, ranked #81.

Steward Partners Investment Advisory first reported a position in PG in Q4 2016 and has held it in 38 quarters since. The position peaked at $50.3M in Q1 2025. 3,989 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Steward Partners Investment Advisory held 298,971 shares of Procter & Gamble worth $43.2M as of Q1 2026.
  • Steward Partners Investment Advisory bought 17,840 Procter & Gamble shares in Q1 2026, an estimated $2.7M.
  • Procter & Gamble made up 0.22% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #81 holding.
  • Steward Partners Investment Advisory first reported a position in Procter & Gamble in Q4 2016 and has held it in 38 quarters since.
  • Steward Partners Investment Advisory's Procter & Gamble position peaked at $50.3M in Q1 2025.
  • 3,989 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.