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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

True Link Financial Advisors's PG Position: Q1 2026 in Review

True Link Financial Advisors reduced its Procter & Gamble (PG) stake by 43% in Q1 2026, selling an estimated $107K and leaving 940 shares worth $136K. The position accounts for 0.01% of the portfolio, ranked #122.

True Link Financial Advisors first reported a position in PG in Q4 2020 and has held it in 10 quarters since. The position peaked at $278K in Q4 2024. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

True Link Financial Advisors held 940 shares of Procter & Gamble worth $136K as of Q1 2026.
True Link Financial Advisors sold 706 Procter & Gamble shares in Q1 2026, an estimated $107K.
Procter & Gamble made up 0.01% of True Link Financial Advisors's portfolio in Q1 2026, its #122 holding.
True Link Financial Advisors first reported a position in Procter & Gamble in Q4 2020 and has held it in 10 quarters since.
True Link Financial Advisors's Procter & Gamble position peaked at $278K in Q4 2024.
3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on True Link Financial Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.