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 Q3	$3.85M	Buy	26,509 +1,330	+5%	+$195K	0.37%	62
2026 Q2	$3.69M	Buy	25,179 +226	+0.9%	+$32.9K	0.39%	61
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 $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

United Advisor Group's PG Position: Q3 2026 in Review

United Advisor Group increased its Procter & Gamble (PG) stake by 5.3% in Q3 2026, buying an estimated $195K and bringing the position to 26,509 shares worth $3.85M. The position accounts for 0.37% of the portfolio, ranked #62.

United Advisor Group first reported a position in PG in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.86M in Q3 2025. 3,574 funds tracked by Wall St. Rank hold PG as of Q3 2026.

United Advisor Group held 26,509 shares of Procter & Gamble worth $3.85M as of Q3 2026.
United Advisor Group bought 1,330 Procter & Gamble shares in Q3 2026, an estimated $195K.
Procter & Gamble made up 0.37% of United Advisor Group's portfolio in Q3 2026, its #62 holding.
United Advisor Group first reported a position in Procter & Gamble in Q4 2023 and has held it in 12 quarters since.
United Advisor Group's Procter & Gamble position peaked at $3.86M in Q3 2025.
3,574 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.