Worth Financial Advisory Group’s Procter & Gamble PG Stock Holding History

Worth Financial 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	$419K	Buy	+2,854	New	+$415K	0.17%	128
2026 Q1	–	Sell	-2,724	Closed	-$390K	–	144
2025 Q4	$390K	Sell	2,724 -399	-13%	-$58.8K	0.19%	121
2025 Q3	$480K	Buy	3,123 +161	+5%	+$25.1K	0.27%	92
2025 Q2	$472K	Sell	2,962 -8,686	-75%	-$1.42M	0.29%	87
2025 Q1	$1.99M	Sell	11,648 -317	-3%	-$53.1K	1.26%	18
2024 Q4	$2.01M	Sell	11,965 -231	-2%	-$39.3K	1.23%	19
2024 Q3	$2.11M	Sell	12,196 -249	-2%	-$42.3K	1.24%	18
2024 Q2	$2.05M	Buy	+12,445	New	+$2.03M	1.35%	19

Other funds holding PG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Worth Financial Advisory Group's PG Position: Q2 2026 in Review

Worth Financial Advisory Group opened a new position in Procter & Gamble (PG) in Q2 2026: 2,854 shares worth $419K. The stake represents 0.17% of the portfolio and ranks #128 among its holdings. This is a return to the name: Worth Financial Advisory Group previously reported a position in PG as recently as Q4 2025.

Worth Financial Advisory Group first reported a position in PG in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.11M in Q3 2024. 4,031 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Worth Financial Advisory Group held 2,854 shares of Procter & Gamble worth $419K as of Q2 2026.
Procter & Gamble was a new Worth Financial Advisory Group position in Q2 2026.
Procter & Gamble made up 0.17% of Worth Financial Advisory Group's portfolio in Q2 2026, its #128 holding.
Worth Financial Advisory Group first reported a position in Procter & Gamble in Q2 2024 and has held it in 8 quarters since.
Worth Financial Advisory Group's Procter & Gamble position peaked at $2.11M in Q3 2024.
4,031 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.