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Wealth Advisors of Iowa’s Procter & Gamble PG Stock Holding History

Wealth Advisors of Iowa’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 		$318K Buy
2,200
+2
+0.1% +$303 0.1% 67
2025
Q4 		$315K Buy
2,198
+87
+4% +$12.8K 0.1% 65
2025
Q3 		$324K Buy
2,111
+113
+6% +$17.6K 0.11% 57
2025
Q2 		$318K Sell
1,998
-60
-3% -$9.79K 0.12% 54
2025
Q1 		$351K Sell
2,058
-80
-4% -$13.4K 0.15% 50
2024
Q4 		$358K Hold
2,138
– – 0.18% 41
2024
Q3 		$370K Hold
2,138
– – 0.19% 41
2024
Q2 		$353K Hold
2,138
– – 0.2% 28
2024
Q1 		$347K Hold
2,138
– – 0.21% 40
2023
Q4 		$313K Buy
2,138
+207
+11% +$30.7K 0.21% 43
2023
Q3 		$282K Sell
1,931
-17
-0.9% -$2.6K 0.2% 48
2023
Q2 		$296K Buy
1,948
+1
+0.1% +$151 0.21% 45
2023
Q1 		$290K Buy
1,947
+1
+0.1% +$143 0.23% 44
2022
Q4 		$295K Buy
1,946
+99
+5% +$13.9K 0.24% 51
2022
Q3 		$233K Sell
1,847
-3,238
-64% -$460K 0.22% 45
2022
Q2 		$745K Buy
5,085
+3,694
+266% +$555K 0.13% 50
2022
Q1 		$213K Hold
1,391
– – 0.11% 57
2021
Q4 		$228K Buy
+1,391
New +$207K 0.12% 53

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

Wealth Advisors of Iowa's PG Position: Q1 2026 in Review

Wealth Advisors of Iowa increased its Procter & Gamble (PG) stake by 0.09% in Q1 2026, buying an estimated $303 and bringing the position to 2,200 shares worth $318K. The position accounts for 0.1% of the portfolio, ranked #67.

Wealth Advisors of Iowa first reported a position in PG in Q4 2021 and has held it in 18 quarters since. The position peaked at $745K in Q2 2022. 3,990 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Wealth Advisors of Iowa held 2,200 shares of Procter & Gamble worth $318K as of Q1 2026.
  • Wealth Advisors of Iowa bought 2 Procter & Gamble shares in Q1 2026, an estimated $303.
  • Procter & Gamble made up 0.1% of Wealth Advisors of Iowa's portfolio in Q1 2026, its #67 holding.
  • Wealth Advisors of Iowa first reported a position in Procter & Gamble in Q4 2021 and has held it in 18 quarters since.
  • Wealth Advisors of Iowa's Procter & Gamble position peaked at $745K in Q2 2022.
  • 3,990 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

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