UF
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Univest Financial’s Procter & Gamble PG Stock Holding History

Univest Financial’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 		$3.3M Sell
22,878
-783
-3% -$119K 0.19% 87
2025
Q4 		$3.39M Sell
23,661
-818
-3% -$121K 0.18% 94
2025
Q3 		$3.76M Sell
24,479
-1,038
-4% -$162K 0.21% 82
2025
Q2 		$4.07M Sell
25,517
-664
-3% -$108K 0.24% 76
2025
Q1 		$4.46M Buy
26,181
+2,116
+9% +$354K 0.29% 65
2024
Q4 		$4.03M Sell
24,065
-369
-2% -$62.8K 0.25% 72
2024
Q3 		$4.23M Buy
24,434
+21,875
+855% +$3.71M 0.28% 70
2024
Q2 		$422K Buy
2,559
+194
+8% +$31.7K 0.12% 79
2024
Q1 		$384K Buy
2,365
+3
+0.1% +$471 0.11% 76
2023
Q4 		$346K Sell
2,362
-1,247
-35% -$185K 0.1% 84
2023
Q3 		$526K Sell
3,609
-1,069
-23% -$163K 0.18% 57
2023
Q2 		$710K Sell
4,678
-2,585
-36% -$390K 0.21% 54
2023
Q1 		$1.12M Buy
7,263
+2,974
+69% +$425K 0.35% 46
2022
Q4 		$650K Sell
4,289
-321
-7% -$45K 0.2% 63
2022
Q3 		$582K Sell
4,610
-116
-2% -$16.5K 0.19% 67
2022
Q2 		$679K Sell
4,726
-197
-4% -$29.6K 0.22% 56
2022
Q1 		$752K Sell
4,923
-487
-9% -$76.2K 0.21% 55
2021
Q4 		$885K Sell
5,410
-1,064
-16% -$158K 0.23% 52
2021
Q3 		$905K Sell
6,474
-413
-6% -$58.5K 0.25% 50
2021
Q2 		$929K Buy
6,887
+1,504
+28% +$204K 0.26% 49
2021
Q1 		$729K Buy
5,383
+496
+10% +$64.7K 0.21% 54
2020
Q4 		$680K Sell
4,887
-568
-10% -$79.4K 0.2% 57
2020
Q3 		$758K Sell
5,455
-455
-8% -$60.4K 0.24% 55
2020
Q2 		$707K Sell
5,910
-277
-4% -$32.3K 0.23% 54
2020
Q1 		$681K Sell
6,187
-2,957
-32% -$355K 0.27% 56
2019
Q4 		$769K Buy
9,144
+5,439
+147% +$665K 0.33% 65
2019
Q3 		$461K Sell
3,705
-2,396
-39% -$283K 0.15% 73
2019
Q2 		$669K Sell
6,101
-449
-7% -$47.9K 0.21% 67
2019
Q1 		$682K Sell
6,550
-1,319
-17% -$128K 0.22% 65
2018
Q4 		$723K Buy
7,869
+243
+3% +$21.7K 0.27% 68
2018
Q3 		$635K Sell
7,626
-408
-5% -$33.4K 0.19% 68
2018
Q2 		$627K Buy
8,034
+864
+12% +$65K 0.25% 64
2018
Q1 		$568K Sell
7,170
-565
-7% -$47.1K 0.25% 60
2017
Q4 		$711K Sell
7,735
-156
-2% -$14K 0.29% 57
2017
Q3 		$718K Buy
7,891
+85
+1% +$7.74K 0.3% 57
2017
Q2 		$680K Sell
7,806
-1,589
-17% -$140K 0.29% 60
2017
Q1 		$844K Buy
9,395
+251
+3% +$22.3K 0.37% 58
2016
Q4 		$769K Sell
9,144
-238
-3% -$20.3K 0.33% 65
2016
Q3 		$842K Buy
9,382
+515
+6% +$44.7K 0.38% 58
2016
Q2 		$751K Sell
8,867
-539
-6% -$44.2K 0.34% 60
2016
Q1 		$774K Sell
9,406
-182
-2% -$14.7K 0.35% 60
2015
Q4 		$761K Buy
9,588
+385
+4% +$29.4K 0.35% 62
2015
Q3 		$662K Sell
9,203
-281
-3% -$21.1K 0.32% 59
2015
Q2 		$742K Sell
9,484
-2,933
-24% -$236K 0.34% 58
2015
Q1 		$1.02M Sell
12,417
-34,463
-74% -$2.96M 0.46% 59
2014
Q4 		$4.27M Buy
46,880
+5,714
+14% +$503K 1.87% 9
2014
Q3 		$3.45M Buy
41,166
+219
+0.5% +$17.9K 1.62% 20
2014
Q2 		$3.22M Buy
40,947
+810
+2% +$65.3K 1.51% 32
2014
Q1 		$3.23M Sell
40,137
-6,924
-15% -$546K 1.61% 22
2013
Q4 		$3.83M Buy
47,061
+605
+1% +$49.3K 1.89% 10
2013
Q3 		$3.51M Buy
46,456
+686
+1% +$54.6K 1.87% 12
2013
Q2 		$3.52M Buy
+45,770
New +$3.59M 1.93% 10

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

Univest Financial's PG Position: Q1 2026 in Review

Univest Financial reduced its Procter & Gamble (PG) stake by 3.3% in Q1 2026, selling an estimated $119K and leaving 22,878 shares worth $3.3M. The position accounts for 0.19% of the portfolio, ranked #87.

Univest Financial first reported a position in PG in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.46M in Q1 2025. 3,987 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Univest Financial held 22,878 shares of Procter & Gamble worth $3.3M as of Q1 2026.
  • Univest Financial sold 783 Procter & Gamble shares in Q1 2026, an estimated $119K.
  • Procter & Gamble made up 0.19% of Univest Financial's portfolio in Q1 2026, its #87 holding.
  • Univest Financial first reported a position in Procter & Gamble in Q2 2013 and has held it in 52 quarters since.
  • Univest Financial's Procter & Gamble position peaked at $4.46M in Q1 2025.
  • 3,987 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Univest Financial's 13F filing for Q1 2026, filed 1 May 2026.