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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Windsor Advisory Group's PG Position: Q1 2026 in Review

Windsor Advisory Group increased its Procter & Gamble (PG) stake by 24% in Q1 2026, buying an estimated $50.8K and bringing the position to 1,760 shares worth $254K. The position accounts for 0.21% of the portfolio, ranked #48.

Windsor Advisory Group first reported a position in PG in Q4 2022 and has held it in 14 quarters since. The position peaked at $912K in Q3 2024. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Windsor Advisory Group held 1,760 shares of Procter & Gamble worth $254K as of Q1 2026.
Windsor Advisory Group bought 335 Procter & Gamble shares in Q1 2026, an estimated $50.8K.
Procter & Gamble made up 0.21% of Windsor Advisory Group's portfolio in Q1 2026, its #48 holding.
Windsor Advisory Group first reported a position in Procter & Gamble in Q4 2022 and has held it in 14 quarters since.
Windsor Advisory Group's Procter & Gamble position peaked at $912K in Q3 2024.
3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Windsor Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.