UWM
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USAdvisors Wealth Management’s Procter & Gamble PG Stock Holding History

USAdvisors Wealth Management’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 		$416K Sell
2,880
-71
-2% -$10.8K 0.14% 88
2025
Q4 		$422K Sell
2,951
-1,006
-25% -$148K 0.14% 90
2025
Q3 		$608K Buy
3,957
+301
+8% +$47K 0.21% 77
2025
Q2 		$582K Buy
3,656
+572
+19% +$93.4K 0.22% 74
2025
Q1 		$525K Buy
3,084
+18
+0.6% +$3.02K 0.18% 79
2024
Q4 		$514K Buy
3,066
+17
+0.6% +$2.9K 0.17% 80
2024
Q3 		$529K Buy
3,049
+128
+4% +$21.7K 0.19% 81
2024
Q2 		$481K Buy
2,921
+12
+0.4% +$1.96K 0.17% 81
2024
Q1 		$473K Buy
2,909
+16
+0.6% +$2.51K 0.18% 87
2023
Q4 		$424K Buy
2,893
+16
+0.6% +$2.37K 0.18% 86
2023
Q3 		$419K Buy
2,877
+202
+8% +$30.9K 0.19% 84
2023
Q2 		$408K Buy
2,675
+16
+0.6% +$2.41K 0.19% 81
2023
Q1 		$395K Sell
2,659
-698
-21% -$99.8K 0.19% 89
2022
Q4 		$509K Buy
3,357
+169
+5% +$23.7K 0.25% 81
2022
Q3 		$402K Buy
3,188
+76
+2% +$10.8K 0.21% 88
2022
Q2 		$447K Sell
3,112
-279
-8% -$41.9K 0.22% 85
2022
Q1 		$518K Sell
3,391
-562
-14% -$87.9K 0.22% 83
2021
Q4 		$647K Buy
3,953
+151
+4% +$22.4K 0.26% 71
2021
Q3 		$531K Buy
3,802
+124
+3% +$17.6K 0.23% 78
2021
Q2 		$496K Buy
3,678
+243
+7% +$32.9K 0.27% 69
2021
Q1 		$465K Buy
3,435
+318
+10% +$41.5K 0.22% 75
2020
Q4 		$433K Buy
3,117
+328
+12% +$45.8K 0.21% 64
2020
Q3 		$387 Sell
2,789
-17
-0.6% -$2.26K 0.06% 55
2020
Q2 		$336K Buy
2,806
+17
+0.6% +$1.98K 0.18% 56
2020
Q1 		$307K Buy
+2,789
New +$335K 0.19% 57

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

USAdvisors Wealth Management's PG Position: Q1 2026 in Review

USAdvisors Wealth Management reduced its Procter & Gamble (PG) stake by 2.4% in Q1 2026, selling an estimated $10.8K and leaving 2,880 shares worth $416K. The position accounts for 0.14% of the portfolio, ranked #88.

USAdvisors Wealth Management first reported a position in PG in Q1 2020 and has held it in 25 quarters since. The position peaked at $647K in Q4 2021. 3,986 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • USAdvisors Wealth Management held 2,880 shares of Procter & Gamble worth $416K as of Q1 2026.
  • USAdvisors Wealth Management sold 71 Procter & Gamble shares in Q1 2026, an estimated $10.8K.
  • Procter & Gamble made up 0.14% of USAdvisors Wealth Management's portfolio in Q1 2026, its #88 holding.
  • USAdvisors Wealth Management first reported a position in Procter & Gamble in Q1 2020 and has held it in 25 quarters since.
  • USAdvisors Wealth Management's Procter & Gamble position peaked at $647K in Q4 2021.
  • 3,986 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on USAdvisors Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.