True Link Financial Advisors’s Procter & Gamble PG Stock Holding History

True Link 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 Q2	–	Sell	-940	Closed	-$136K	–	309
2026 Q1	$136K	Sell	940 -706	-43%	-$107K	0.01%	122
2025 Q4	$236K	Buy	1,646 +139	+9%	+$20.5K	0.01%	100
2025 Q3	$232K	Sell	1,507 -21	-1%	-$3.28K	0.01%	81
2025 Q2	$243K	Buy	+1,528	New	+$249K	0.02%	79
2025 Q1	–	Sell	-1,660	Closed	-$278K	–	106
2024 Q4	$278K	Buy	+1,660	New	+$283K	0.02%	57
2022 Q1	–	Sell	-529	Closed	-$87K	–	235
2021 Q4	$87K	Buy	529 +240	+83%	+$35.6K	0.01%	408
2021 Q3	$40K	Sell	289 -225	-44%	-$31.9K	0.01%	499
2021 Q2	$69K	Buy	514 +58	+13%	+$7.85K	0.01%	388
2021 Q1	$62K	Sell	456 -110	-19%	-$14.4K	0.01%	460
2020 Q4	$79K	Buy	+566	New	+$79.1K	0.01%	467

Other funds holding PG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

True Link Financial Advisors's PG Position: Q2 2026 in Review

True Link Financial Advisors sold out of Procter & Gamble (PG) in Q2 2026, closing a stake of 940 shares — an estimated $136K sold.

True Link Financial Advisors first reported a position in PG in Q4 2020 and held it in 10 quarters. The position peaked at $278K in Q4 2024. 4,041 funds tracked by Wall St. Rank hold PG as of Q2 2026.

True Link Financial Advisors reported no remaining Procter & Gamble position as of Q2 2026 after selling out during the quarter.
True Link Financial Advisors sold 940 Procter & Gamble shares in Q2 2026, an estimated $136K.
True Link Financial Advisors first reported a position in Procter & Gamble in Q4 2020 and held it in 10 quarters.
True Link Financial Advisors's Procter & Gamble position peaked at $278K in Q4 2024.
4,041 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.