VWA
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Valued Wealth Advisors’s Procter & Gamble PG Stock Holding History

Valued Wealth Advisors’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 		$68.5K Sell
467
-15
-3% -$2.18K 0.02% 92
2026
Q1 		$69.6K Buy
482
+18
+4% +$2.73K 0.03% 82
2025
Q4 		$66.5K Sell
464
-39
-8% -$5.75K 0.03% 76
2025
Q3 		$77.3K Sell
503
-70
-12% -$10.9K 0.04% 63
2025
Q2 		$91.3K Sell
573
-48
-8% -$7.83K 0.05% 59
2025
Q1 		$106K Buy
621
+1
+0.2% +$167 0.06% 59
2024
Q4 		$104K Buy
620
+15
+2% +$2.56K 0.07% 54
2024
Q3 		$105K Buy
605
+61
+11% +$10.4K 0.07% 49
2024
Q2 		$89.8K Buy
544
+185
+52% +$30.2K 0.06% 49
2024
Q1 		$58.3K Buy
359
+280
+354% +$43.9K 0.04% 64
2023
Q4 		$11.5K Buy
+79
New +$11.7K 0.01% 106

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Valued Wealth Advisors's PG Position: Q2 2026 in Review

Valued Wealth Advisors reduced its Procter & Gamble (PG) stake by 3.1% in Q2 2026, selling an estimated $2.18K and leaving 467 shares worth $68.5K. The position accounts for 0.02% of the portfolio, ranked #92.

Valued Wealth Advisors first reported a position in PG in Q4 2023 and has held it in 11 quarters since. The position peaked at $106K in Q1 2025. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Valued Wealth Advisors held 467 shares of Procter & Gamble worth $68.5K as of Q2 2026.
  • Valued Wealth Advisors sold 15 Procter & Gamble shares in Q2 2026, an estimated $2.18K.
  • Procter & Gamble made up 0.02% of Valued Wealth Advisors's portfolio in Q2 2026, its #92 holding.
  • Valued Wealth Advisors first reported a position in Procter & Gamble in Q4 2023 and has held it in 11 quarters since.
  • Valued Wealth Advisors's Procter & Gamble position peaked at $106K in Q1 2025.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.