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Marshall & Sterling Wealth Advisors Inc. → PG
Marshall & Sterling Wealth Advisors Inc. PG Position History
The Procter & Gamble Company • Consumer Defensive
Quarters held
14
Latest value
$830K
Q3 2026
Peak value
$991.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.2M |
| Q3 2025 | $5M |
| Q3 2025 | $2.3M |
| Q3 2025 | $2M |
| Q3 2025 | $2.2M |
| Q3 2025 | $12.8M |
| Q3 2025 | $18.1M |
| Q3 2025 | $34M |
| Q3 2025 | $22.3M |
| Q3 2025 | $991.5M |
| Q4 2025 | $965K |
| Q1 2026 | $871K |
| Q2 2026 | $884K |
| Q3 2026 | $830K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $830K | 5.7K | — | — |
| Q2 2026 | $884K | 6.0K | — | — |
| Q1 2026 | $871K | 6.0K | — | — |
| Q4 2025 | $965K | 6.7K | — | — |
| Q3 2025 | $991.5M | 6.5K | — | — |
| Q3 2025 | $22.3M | 145 | — | — |
| Q3 2025 | $34M | 221 | — | — |
| Q3 2025 | $18.1M | 118 | — | — |
| Q3 2025 | $12.8M | 83 | — | — |
| Q3 2025 | $2.2M | 14 | — | — |
| Q3 2025 | $2M | 13 | — | — |
| Q3 2025 | $2.3M | 15 | — | — |
| Q3 2025 | $5M | 33 | — | — |
| Q3 2025 | $1.2M | 8 | — | — |
Other funds holding PG
$37.3B
$35.3B
$32.5B
$30.6B
$17.4B
$17.1B
$16.9B