VWA
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
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 $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

Valued Wealth Advisors's PG Position: Q1 2026 in Review

Valued Wealth Advisors increased its Procter & Gamble (PG) stake by 3.9% in Q1 2026, buying an estimated $2.73K and bringing the position to 482 shares worth $69.6K. The position accounts for 0.03% of the portfolio, ranked #82.

Valued Wealth Advisors first reported a position in PG in Q4 2023 and has held it in 10 quarters since. The position peaked at $106K in Q1 2025. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Valued Wealth Advisors held 482 shares of Procter & Gamble worth $69.6K as of Q1 2026.
  • Valued Wealth Advisors bought 18 Procter & Gamble shares in Q1 2026, an estimated $2.73K.
  • Procter & Gamble made up 0.03% of Valued Wealth Advisors's portfolio in Q1 2026, its #82 holding.
  • Valued Wealth Advisors first reported a position in Procter & Gamble in Q4 2023 and has held it in 10 quarters since.
  • Valued Wealth Advisors's Procter & Gamble position peaked at $106K in Q1 2025.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Valued Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.