United Advisor Group’s Procter & Gamble PG Stock Holding History

United Advisor Group’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	$3.6M	Buy	24,953 +187	+0.8%	+$28.4K	0.44%	55
2025 Q4	$3.55M	Sell	24,766 -361	-1%	-$53.2K	0.44%	57
2025 Q3	$3.86M	Buy	25,127 +5,274	+27%	+$824K	0.52%	48
2025 Q2	$3.16M	Sell	19,853 -1,289	-6%	-$210K	0.55%	45
2025 Q1	$3.6M	Buy	21,142 +3,925	+23%	+$657K	0.74%	32
2024 Q4	$2.89M	Sell	17,217 -3,840	-18%	-$654K	0.57%	43
2024 Q3	$3.65M	Buy	21,057 +7,912	+60%	+$1.34M	0.82%	26
2024 Q2	$2.17M	Sell	13,145 -1,489	-10%	-$243K	0.67%	41
2024 Q1	$2.37M	Sell	14,634 -8,570	-37%	-$1.34M	0.89%	28
2023 Q4	$3.46M	Buy	+23,204	New	+$3.44M	4.17%	6

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

United Advisor Group's PG Position: Q1 2026 in Review

United Advisor Group increased its Procter & Gamble (PG) stake by 0.76% in Q1 2026, buying an estimated $28.4K and bringing the position to 24,953 shares worth $3.6M. The position accounts for 0.44% of the portfolio, ranked #55.

United Advisor Group first reported a position in PG in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.86M in Q3 2025. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

United Advisor Group held 24,953 shares of Procter & Gamble worth $3.6M as of Q1 2026.
United Advisor Group bought 187 Procter & Gamble shares in Q1 2026, an estimated $28.4K.
Procter & Gamble made up 0.44% of United Advisor Group's portfolio in Q1 2026, its #55 holding.
United Advisor Group first reported a position in Procter & Gamble in Q4 2023 and has held it in 10 quarters since.
United Advisor Group's Procter & Gamble position peaked at $3.86M in Q3 2025.
3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.