SEC 13F Intelligence

United Capital Financial Advisors, LLC / PG

United Capital Financial Advisors, LLC’s Procter & Gamble Co Position

Does United Capital Financial Advisors, LLC own Procter & Gamble Co (PG)? Yes — 355.0K shares worth $51M (+0.32% of its 13F portfolio) as of Q1 2026, up from 286.0K shares the prior filed quarter.

Position Value
$51M
Q1 2026
Shares
355.0K
% of Portfolio
+0.32%
Quarters Held
30
currently held

Position History PG

Reported value by quarter
Q4 ’18: $56MQ4 ’18Q1 ’19: $64MQ2 ’19: $72MQ3 ’19: $76MQ4 ’19: $83MQ4 ’19Q1 ’20: $65MQ2 ’20: $78MQ3 ’20: $91MQ4 ’20: $90MQ4 ’20Q1 ’21: $90MQ2 ’21: $91MQ3 ’21: $94MQ4 ’21: $110MQ4 ’21Q1 ’22: $52MQ2 ’22: $51MQ3 ’22: $43MQ4 ’22: $47MQ4 ’22Q1 ’23: $38MQ2 ’23: $36MQ3 ’23: $74MQ4 ’23: $51MQ4 ’23Q1 ’24: $55MQ2 ’24: $53MQ3 ’24: $55MQ4 ’24: $47MQ4 ’24Q1 ’25: $40MQ2 ’25: $39MQ3 ’25: $43MQ4 ’25: $41MQ4 ’25Q1 ’26: $51Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026355.0K$51M+0.32%
Q4 2025286.0K$41M+0.25%
Q3 2025282.0K$43M+0.31%
Q2 2025242.5K$39M+0.31%
Q1 2025231.9K$40M+0.34%
Q4 2024280.1K$47M+0.40%
Q3 2024315.5K$55M+0.45%
Q2 2024321.3K$53M+0.46%
Q1 2024341.3K$55M+0.46%
Q4 2023351.3K$51M+0.43%
Q3 2023510.1K$74M+0.49%
Q2 2023244.9K$36M+0.20%
Q1 2023254.1K$38M+0.21%
Q4 2022311.4K$47M+0.26%
Q3 2022337.1K$43M+0.25%
Q2 2022355.7K$51M+0.28%
Q1 2022342.5K$52M+0.25%
Q4 2021672.6K$110M+0.51%
Q3 2021674.6K$94M+0.47%
Q2 2021674.4K$91M+0.46%
Q1 2021667.5K$90M+0.50%
Q4 2020649.1K$90M+0.54%
Q3 2020655.6K$91M+0.59%
Q2 2020649.8K$78M+0.57%
Q1 2020609.8K$65M+0.54%
Q4 2019663.0K$83M+0.53%
Q3 2019613.5K$76M+0.54%
Q2 2019654.7K$72M+0.47%
Q1 2019613.8K$64M+0.45%
Q4 2018609.4K$56M+0.44%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See United Capital Financial Advisors, LLC’s full portfolio or all institutional holders of PG.