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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

United Advisor Group's PG Position: Q2 2026 in Review

United Advisor Group increased its Procter & Gamble (PG) stake by 0.91% in Q2 2026, buying an estimated $32.9K and bringing the position to 25,179 shares worth $3.69M. The position accounts for 0.39% of the portfolio, ranked #61.

United Advisor Group first reported a position in PG in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.86M in Q3 2025. 4,028 funds tracked by Wall St. Rank hold PG as of Q2 2026.

United Advisor Group held 25,179 shares of Procter & Gamble worth $3.69M as of Q2 2026.
United Advisor Group bought 226 Procter & Gamble shares in Q2 2026, an estimated $32.9K.
Procter & Gamble made up 0.39% of United Advisor Group's portfolio in Q2 2026, its #61 holding.
United Advisor Group first reported a position in Procter & Gamble in Q4 2023 and has held it in 11 quarters since.
United Advisor Group's Procter & Gamble position peaked at $3.86M in Q3 2025.
4,028 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.