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Strategic Advocates’s Procter & Gamble PG Stock Holding History

Strategic Advocates’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 		$1.88K Sell
13
-2,103
-99% -$319K 0.01% 217
2025
Q4 		$305K Sell
2,116
-931
-31% -$137K 0.08% 96
2025
Q3 		$468K Buy
3,047
+106
+4% +$16.6K 0.12% 84
2025
Q2 		$469K Buy
2,941
+393
+15% +$64.1K 0.14% 78
2025
Q1 		$434K Buy
2,548
+271
+12% +$45.4K 0.15% 76
2024
Q4 		$382K Sell
2,277
-435
-16% -$74.1K 0.13% 74
2024
Q3 		$470K Buy
2,712
+281
+12% +$47.7K 0.17% 77
2024
Q2 		$401K Sell
2,431
-1,616
-40% -$264K 0.16% 75
2024
Q1 		$657K Buy
4,047
+2,135
+112% +$335K 0.25% 61
2023
Q4 		$280K Buy
+1,912
New +$283K 0.12% 112

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

Strategic Advocates's PG Position: Q1 2026 in Review

Strategic Advocates reduced its Procter & Gamble (PG) stake by 99% in Q1 2026, selling an estimated $319K and leaving 13 shares worth $1.88K. The position accounts for 0.01% of the portfolio, ranked #217.

Strategic Advocates first reported a position in PG in Q4 2023 and has held it in 10 quarters since. The position peaked at $657K in Q1 2024. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Strategic Advocates held 13 shares of Procter & Gamble worth $1.88K as of Q1 2026.
  • Strategic Advocates sold 2,103 Procter & Gamble shares in Q1 2026, an estimated $319K.
  • Procter & Gamble made up 0.01% of Strategic Advocates's portfolio in Q1 2026, its #217 holding.
  • Strategic Advocates first reported a position in Procter & Gamble in Q4 2023 and has held it in 10 quarters since.
  • Strategic Advocates's Procter & Gamble position peaked at $657K in Q1 2024.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.