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Strategic Investment Advisors’s Procter & Gamble PG Stock Holding History

Strategic Investment 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 		$4.37M Buy
30,237
+10,413
+53% +$1.58M 0.3% 52
2025
Q4 		$2.84M Sell
19,824
-979
-5% -$144K 0.25% 54
2025
Q3 		$3.2M Sell
20,803
-4,904
-19% -$766K 0.29% 53
2025
Q2 		$4.09M Sell
25,707
-1,161
-4% -$189K 0.4% 42
2025
Q1 		$4.58M Sell
26,868
-556
-2% -$93.1K 0.49% 42
2024
Q4 		$4.6M Sell
27,424
-691
-2% -$118K 0.49% 41
2024
Q3 		$4.87M Buy
28,115
+231
+0.8% +$39.2K 0.53% 39
2024
Q2 		$4.6M Sell
27,884
-359
-1% -$58.7K 0.56% 36
2024
Q1 		$4.58M Buy
28,243
+584
+2% +$91.6K 0.59% 36
2023
Q4 		$4.05M Buy
27,659
+288
+1% +$42.7K 0.59% 39
2023
Q3 		$3.99M Buy
27,371
+770
+3% +$118K 0.66% 29
2023
Q2 		$4.04M Buy
26,601
+2,938
+12% +$443K 0.56% 27
2023
Q1 		$3.52M Buy
23,663
+3,059
+15% +$437K 0.64% 29
2022
Q4 		$3.12M Buy
20,604
+1,305
+7% +$183K 0.65% 33
2022
Q3 		$2.44M Buy
19,299
+383
+2% +$54.4K 0.55% 34
2022
Q2 		$2.72M Buy
18,916
+1,383
+8% +$208K 0.54% 34
2022
Q1 		$2.68M Buy
17,533
+963
+6% +$151K 0.51% 35
2021
Q4 		$2.71M Buy
16,570
+812
+5% +$121K 0.52% 36
2021
Q3 		$2.2M Buy
15,758
+1,084
+7% +$154K 0.48% 40
2021
Q2 		$1.98M Buy
14,674
+1,567
+12% +$212K 0.45% 43
2021
Q1 		$1.77M Buy
13,107
+1,460
+13% +$190K 0.46% 47
2020
Q4 		$1.62M Buy
11,647
+8,718
+298% +$1.22M 0.47% 48
2020
Q3 		$407K Buy
+2,929
New +$389K 0.14% 105
2019
Q3 		– Sell
-3,213
Closed -$350K – 164
2019
Q2 		$350K Sell
3,213
-88
-3% -$9.38K 0.19% 87
2019
Q1 		$344K Sell
3,301
-168
-5% -$16.4K 0.24% 79
2018
Q4 		$319K Buy
+3,469
New +$310K 0.29% 74

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 Investment Advisors's PG Position: Q1 2026 in Review

Strategic Investment Advisors increased its Procter & Gamble (PG) stake by 53% in Q1 2026, buying an estimated $1.58M and bringing the position to 30,237 shares worth $4.37M. The position accounts for 0.3% of the portfolio, ranked #52.

Strategic Investment Advisors first reported a position in PG in Q4 2018 and has held it in 26 quarters since. The position peaked at $4.87M in Q3 2024. 3,990 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Strategic Investment Advisors held 30,237 shares of Procter & Gamble worth $4.37M as of Q1 2026.
  • Strategic Investment Advisors bought 10,413 Procter & Gamble shares in Q1 2026, an estimated $1.58M.
  • Procter & Gamble made up 0.3% of Strategic Investment Advisors's portfolio in Q1 2026, its #52 holding.
  • Strategic Investment Advisors first reported a position in Procter & Gamble in Q4 2018 and has held it in 26 quarters since.
  • Strategic Investment Advisors's Procter & Gamble position peaked at $4.87M in Q3 2024.
  • 3,990 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.