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

Visionary 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 		$19.4M Buy
134,430
+1,276
+1% +$193K 0.86% 24
2025
Q4 		$19.1M Sell
133,154
-1,455
-1% -$215K 0.86% 27
2025
Q3 		$20.7M Buy
134,609
+2,565
+2% +$401K 0.96% 20
2025
Q2 		$21M Sell
132,044
-788
-0.6% -$129K 1.07% 17
2025
Q1 		$22.6M Buy
132,832
+711
+0.5% +$119K 1.36% 10
2024
Q4 		$22.2M Sell
132,121
-280
-0.2% -$47.7K 1.3% 12
2024
Q3 		$22.9M Buy
132,401
+1,087
+0.8% +$185K 1.4% 10
2024
Q2 		$21.7M Sell
131,314
-1,214
-0.9% -$198K 1.42% 10
2024
Q1 		$21.5M Sell
132,528
-1,371
-1% -$215K 1.45% 11
2023
Q4 		$19.6M Sell
133,899
-2,430
-2% -$360K 1.44% 10
2023
Q3 		$19.9M Buy
136,329
+114
+0.1% +$17.4K 1.61% 10
2023
Q2 		$20.7M Buy
136,215
+1,393
+1% +$210K 1.65% 9
2023
Q1 		$20M Sell
134,822
-1,160
-0.9% -$166K 1.7% 10
2022
Q4 		$20.6M Buy
135,982
+774
+0.6% +$109K 1.9% 9
2022
Q3 		$17.1M Sell
135,208
-1,132
-0.8% -$161K 1.77% 10
2022
Q2 		$19.6M Buy
136,340
+143
+0.1% +$21.5K 1.76% 13
2022
Q1 		$20.8M Sell
136,197
-1,798
-1% -$281K 1.67% 12
2021
Q4 		$22.6M Buy
137,995
+2,893
+2% +$430K 1.85% 11
2021
Q3 		$18.9M Sell
135,102
-1,239
-0.9% -$176K 1.94% 12
2021
Q2 		$18.4M Sell
136,341
-648
-0.5% -$87.7K 1.85% 11
2021
Q1 		$18.6M Sell
136,989
-3,442
-2% -$449K 1.95% 11
2020
Q4 		$19.5M Sell
140,431
-257
-0.2% -$35.9K 2.19% 10
2020
Q3 		$19.6M Sell
140,688
-4,651
-3% -$617K 2.76% 6
2020
Q2 		$17.4M Sell
145,339
-2,870
-2% -$335K 2.65% 7
2020
Q1 		$16.3M Sell
148,209
-12,808
-8% -$1.54M 3.07% 5
2019
Q4 		$20.1M Buy
+161,017
New +$19.7M 3.6% 3

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

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

Visionary Wealth Advisors increased its Procter & Gamble (PG) stake by 0.96% in Q1 2026, buying an estimated $193K and bringing the position to 134,430 shares worth $19.4M. The position accounts for 0.86% of the portfolio, ranked #24.

Visionary Wealth Advisors first reported a position in PG in Q4 2019 and has held it in 26 quarters since. The position peaked at $22.9M in Q3 2024. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Visionary Wealth Advisors held 134,430 shares of Procter & Gamble worth $19.4M as of Q1 2026.
  • Visionary Wealth Advisors bought 1,276 Procter & Gamble shares in Q1 2026, an estimated $193K.
  • Procter & Gamble made up 0.86% of Visionary Wealth Advisors's portfolio in Q1 2026, its #24 holding.
  • Visionary Wealth Advisors first reported a position in Procter & Gamble in Q4 2019 and has held it in 26 quarters since.
  • Visionary Wealth Advisors's Procter & Gamble position peaked at $22.9M in Q3 2024.
  • 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.