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U.S. Capital Wealth Advisors’s Procter & Gamble PG Stock Holding History

U.S. Capital 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
Q1 		$4.88M Buy
33,820
+2,567
+8% +$389K 0.12% 197
2025
Q4 		$4.48M Sell
31,253
-449
-1% -$66.2K 0.12% 200
2025
Q3 		$4.87M Sell
31,702
-1,140
-3% -$178K 0.13% 180
2025
Q2 		$5.23M Sell
32,842
-16,483
-33% -$2.69M 0.15% 159
2025
Q1 		$8.41M Sell
49,325
-34,274
-41% -$5.74M 0.26% 103
2024
Q4 		$14M Buy
83,599
+3,479
+4% +$593K 0.43% 51
2024
Q3 		$13.9M Buy
80,120
+3,589
+5% +$609K 0.49% 52
2024
Q2 		$12.6M Sell
76,531
-134
-0.2% -$21.9K 0.48% 50
2024
Q1 		$12.4M Sell
76,665
-1,225
-2% -$192K 0.48% 46
2023
Q4 		$11.4M Buy
77,890
+4,927
+7% +$730K 0.45% 47
2023
Q3 		$10.6M Buy
72,963
+465
+0.6% +$71K 0.48% 43
2023
Q2 		$11M Buy
72,498
+2,186
+3% +$329K 0.52% 40
2023
Q1 		$10.5M Buy
70,312
+3,888
+6% +$556K 0.48% 40
2022
Q4 		$10.1M Buy
66,424
+735
+1% +$103K 0.47% 34
2022
Q3 		$8.29M Buy
65,689
+2,476
+4% +$352K 0.42% 42
2022
Q2 		$9.09M Sell
63,213
-259
-0.4% -$38.9K 0.4% 51
2022
Q1 		$9.7M Sell
63,472
-32,491
-34% -$5.08M 0.35% 53
2021
Q4 		$15.7M Buy
95,963
+2,316
+2% +$344K 0.62% 27
2021
Q3 		$13.1M Buy
+93,647
New +$13.3M 0.57% 37

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

U.S. Capital Wealth Advisors's PG Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Procter & Gamble (PG) stake by 8.2% in Q1 2026, buying an estimated $389K and bringing the position to 33,820 shares worth $4.88M. The position accounts for 0.12% of the portfolio, ranked #197.

U.S. Capital Wealth Advisors first reported a position in PG in Q3 2021 and has held it in 19 quarters since. The position peaked at $15.7M in Q4 2021. 3,989 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • U.S. Capital Wealth Advisors held 33,820 shares of Procter & Gamble worth $4.88M as of Q1 2026.
  • U.S. Capital Wealth Advisors bought 2,567 Procter & Gamble shares in Q1 2026, an estimated $389K.
  • Procter & Gamble made up 0.12% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #197 holding.
  • U.S. Capital Wealth Advisors first reported a position in Procter & Gamble in Q3 2021 and has held it in 19 quarters since.
  • U.S. Capital Wealth Advisors's Procter & Gamble position peaked at $15.7M in Q4 2021.
  • 3,989 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.