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Trail Ridge Investment Advisors’s Procter & Gamble PG Stock Holding History

Trail Ridge 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 		$588K Sell
4,074
-436
-10% -$66.1K 0.26% 64
2025
Q4 		$646K Buy
4,510
+36
+0.8% +$5.31K 0.28% 63
2025
Q3 		$687K Buy
4,474
+45
+1% +$7.03K 0.31% 62
2025
Q2 		$666K Sell
4,429
-39
-0.9% -$6.37K 0.32% 57
2025
Q1 		$761K Sell
4,468
-2,541
-36% -$426K 0.39% 53
2024
Q4 		$1.18M Sell
7,009
-12
-0.2% -$2.04K 0.56% 45
2024
Q3 		$1.19M Hold
7,021
– – 0.57% 46
2024
Q2 		$1.16M Buy
7,021
+182
+3% +$29.8K 0.6% 44
2024
Q1 		$1.11M Sell
6,839
-930
-12% -$146K 0.63% 43
2023
Q4 		$1.14M Sell
7,769
-120
-2% -$17.8K 0.7% 43
2023
Q3 		$1.15M Sell
7,889
-996
-11% -$152K 0.78% 40
2023
Q2 		$1.35M Sell
8,885
-394
-4% -$59.4K 0.83% 41
2023
Q1 		$1.38M Buy
9,279
+557
+6% +$79.6K 0.9% 35
2022
Q4 		$1.32M Buy
8,722
+68
+0.8% +$9.53K 0.91% 35
2022
Q3 		$1.22M Buy
8,654
+444
+5% +$63.1K 0.81% 41
2022
Q2 		$1.18M Buy
8,210
+165
+2% +$24.8K 0.8% 40
2022
Q1 		$1.23M Buy
8,045
+586
+8% +$91.7K 0.75% 44
2021
Q4 		$1.22M Buy
+7,459
New +$1.11M 0.73% 45

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

Trail Ridge Investment Advisors's PG Position: Q1 2026 in Review

Trail Ridge Investment Advisors reduced its Procter & Gamble (PG) stake by 9.7% in Q1 2026, selling an estimated $66.1K and leaving 4,074 shares worth $588K. The position accounts for 0.26% of the portfolio, ranked #64.

Trail Ridge Investment Advisors first reported a position in PG in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.38M in Q1 2023. 3,989 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Trail Ridge Investment Advisors held 4,074 shares of Procter & Gamble worth $588K as of Q1 2026.
  • Trail Ridge Investment Advisors sold 436 Procter & Gamble shares in Q1 2026, an estimated $66.1K.
  • Procter & Gamble made up 0.26% of Trail Ridge Investment Advisors's portfolio in Q1 2026, its #64 holding.
  • Trail Ridge Investment Advisors first reported a position in Procter & Gamble in Q4 2021 and has held it in 18 quarters since.
  • Trail Ridge Investment Advisors's Procter & Gamble position peaked at $1.38M in Q1 2023.
  • 3,989 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Trail Ridge Investment Advisors's 13F filing for Q1 2026, filed 5 May 2026.