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Position history for Waverly Advisors, LLC's holdings in PROCTER & GAMBLE CO

Waverly Advisors, LLC holds 454,852 shares of PG (PROCTER & GAMBLE CO), worth $65.7M as of 2026-Q1. The position was decreased (-0.8% shares). PG represents 0.5% of Waverly Advisors, LLC's portfolio.

Current Value

$65.7M

Current Shares

454,852

Total Value Change

+$49.5M

Total Shares Change

+356,842

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
454,852
-0.8%
$65.7M0.5%$159.72
0
2025-Q4
Increased
458,524
+23.4%
$65.7M0.5%$143.03
51
2025-Q3
Increased
371,513
+4.7%
$57.1M0.6%$151.39
43
2025-Q2
Increased
354,971
+21.4%
$56.6M0.6%$156.56
50
2025-Q1
Increased
292,519
+10.0%
$49.9M0.6%$163.54
45
2024-Q4
Increased
265,873
+144.2%
$44.6M0.7%$161.64
66
2024-Q3
Increased
108,860
+11.1%
$18.9M0.3%$166.91
38
2024-Q2
Increased
98,010
+151.6%
$16.2M0.3%$157.66
54

Other major holders of PG: VANGUARD GROUP INC

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