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Tobias Financial Advisors’s Procter & Gamble PG Stock Holding History

Tobias 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
Q1 		– Sell
-1,912
Closed -$274K – 154
2025
Q4 		$274K Buy
+1,912
New +$282K 0.04% 115
2025
Q2 		– Sell
-1,225
Closed -$209K – 125
2025
Q1 		$209K Buy
1,225
+1
+0.1% +$167 0.04% 107
2024
Q4 		$205K Buy
+1,224
New +$208K 0.04% 104
2022
Q1 		– Sell
-297,130
Closed -$48.6M – 115
2021
Q4 		$48.6M Buy
+297,130
New +$44.1M 3.82% 1

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

Tobias Financial Advisors's PG Position: Q1 2026 in Review

Tobias Financial Advisors sold out of Procter & Gamble (PG) in Q1 2026, closing a stake of 1,912 shares — an estimated $274K sold.

Tobias Financial Advisors first reported a position in PG in Q4 2021 and held it in 4 quarters. The position peaked at $48.6M in Q4 2021. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Tobias Financial Advisors reported no remaining Procter & Gamble position as of Q1 2026 after selling out during the quarter.
  • Tobias Financial Advisors sold 1,912 Procter & Gamble shares in Q1 2026, an estimated $274K.
  • Tobias Financial Advisors first reported a position in Procter & Gamble in Q4 2021 and held it in 4 quarters.
  • Tobias Financial Advisors's Procter & Gamble position peaked at $48.6M in Q4 2021.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Tobias Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.