Trace Wealth Advisors’s Procter & Gamble PG Stock Holding History

Trace Wealth 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 Q3	$5.97M	Buy	41,104 +127	+0.3%	+$18.6K	4.45%	7
2026 Q2	$6.01M	Hold	40,977	–	–	3.93%	8
2026 Q1	$5.92M	Buy	40,977 +265	+0.7%	+$40.2K	4.44%	7
2025 Q4	$5.83M	Hold	40,712	–	–	4.22%	8
2025 Q3	$6.26M	Sell	40,712 -38	-0.1%	-$5.94K	4.68%	6
2025 Q2	$6.49M	Hold	40,750	–	–	5.3%	6
2025 Q1	$6.94M	Buy	40,750 +8,285	+26%	+$1.39M	6.19%	6
2024 Q4	$5.44M	Buy	+32,465	New	+$5.53M	4.88%	6

Other funds holding PG

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Trace Wealth Advisors's PG Position: Q3 2026 in Review

Trace Wealth Advisors increased its Procter & Gamble (PG) stake by 0.31% in Q3 2026, buying an estimated $18.6K and bringing the position to 41,104 shares worth $5.97M. The position accounts for 4.45% of the portfolio, ranked #7.

Trace Wealth Advisors first reported a position in PG in Q4 2024 and has held it in 8 quarters since. The position peaked at $6.94M in Q1 2025. 2,487 funds tracked by Wall St. Rank hold PG as of Q3 2026.

Trace Wealth Advisors held 41,104 shares of Procter & Gamble worth $5.97M as of Q3 2026.
Trace Wealth Advisors bought 127 Procter & Gamble shares in Q3 2026, an estimated $18.6K.
Procter & Gamble made up 4.45% of Trace Wealth Advisors's portfolio in Q3 2026, its #7 holding.
Trace Wealth Advisors first reported a position in Procter & Gamble in Q4 2024 and has held it in 8 quarters since.
Trace Wealth Advisors's Procter & Gamble position peaked at $6.94M in Q1 2025.
2,487 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on Trace Wealth Advisors's 13F filing for Q3 2026, filed 30 Oct 2026.