Valued Wealth Advisors
PG icon

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
Q3 		$65.1K Sell
448
-19
-4% -$2.78K 0.02% 96
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% -$7.84K 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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Valued Wealth Advisors's PG Position: Q3 2026 in Review

Valued Wealth Advisors reduced its Procter & Gamble (PG) stake by 4.1% in Q3 2026, selling an estimated $2.78K and leaving 448 shares worth $65.1K. The position accounts for 0.02% of the portfolio, ranked #96.

Valued Wealth Advisors first reported a position in PG in Q4 2023 and has held it in 12 quarters since. The position peaked at $106K in Q1 2025. 3,574 funds tracked by Wall St. Rank hold PG as of Q3 2026.

  • Valued Wealth Advisors held 448 shares of Procter & Gamble worth $65.1K as of Q3 2026.
  • Valued Wealth Advisors sold 19 Procter & Gamble shares in Q3 2026, an estimated $2.78K.
  • Procter & Gamble made up 0.02% of Valued Wealth Advisors's portfolio in Q3 2026, its #96 holding.
  • Valued Wealth Advisors first reported a position in Procter & Gamble in Q4 2023 and has held it in 12 quarters since.
  • Valued Wealth Advisors's Procter & Gamble position peaked at $106K in Q1 2025.
  • 3,574 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on Valued Wealth Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.