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Windsor Advisory Group’s Procter & Gamble PG Stock Holding History

Windsor Advisory Group’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 		$486K Buy
3,314
+1,554
+88% +$226K 0.35% 40
2026
Q1 		$254K Buy
1,760
+335
+24% +$50.8K 0.21% 48
2025
Q4 		$204K Sell
1,425
-1,620
-53% -$239K 0.18% 57
2025
Q3 		$468K Sell
3,045
-357
-10% -$55.8K 0.41% 40
2025
Q2 		$542K Buy
3,402
+29
+0.9% +$4.73K 0.77% 22
2025
Q1 		$575K Sell
3,373
-92
-3% -$15.4K 0.74% 23
2024
Q4 		$581K Sell
3,465
-1,802
-34% -$307K 0.68% 30
2024
Q3 		$912K Buy
5,267
+1,143
+28% +$194K 1.03% 22
2024
Q2 		$680K Buy
4,124
+290
+8% +$47.4K 1.36% 18
2024
Q1 		$622K Sell
3,834
-42
-1% -$6.59K 1.75% 17
2023
Q4 		$568K Sell
3,876
-1,316
-25% -$195K 1.69% 17
2023
Q3 		$757K Hold
5,192
– – 1.8% 13
2023
Q2 		$788K Hold
5,192
– – 1.95% 12
2023
Q1 		$772K Sell
5,192
-529
-9% -$75.6K 1.85% 14
2022
Q4 		$867K Buy
+5,721
New +$802K 2.3% 11

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

Windsor Advisory Group's PG Position: Q2 2026 in Review

Windsor Advisory Group increased its Procter & Gamble (PG) stake by 88% in Q2 2026, buying an estimated $226K and bringing the position to 3,314 shares worth $486K. The position accounts for 0.35% of the portfolio, ranked #40.

Windsor Advisory Group first reported a position in PG in Q4 2022 and has held it in 15 quarters since. The position peaked at $912K in Q3 2024. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Windsor Advisory Group held 3,314 shares of Procter & Gamble worth $486K as of Q2 2026.
  • Windsor Advisory Group bought 1,554 Procter & Gamble shares in Q2 2026, an estimated $226K.
  • Procter & Gamble made up 0.35% of Windsor Advisory Group's portfolio in Q2 2026, its #40 holding.
  • Windsor Advisory Group first reported a position in Procter & Gamble in Q4 2022 and has held it in 15 quarters since.
  • Windsor Advisory Group's Procter & Gamble position peaked at $912K in Q3 2024.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Windsor Advisory Group's 13F filing for Q2 2026, filed 14 Aug 2026.