4A
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4Wealth Advisors’s Procter & Gamble PG Stock Holding History

4Wealth Advisors’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 		$230K Sell
1,552
-2,981
-66% -$434K 0.18% 136
2026
Q1 		$656K Buy
4,533
+269
+6% +$40.8K 0.56% 57
2025
Q4 		$611K Buy
4,264
+419
+11% +$61.8K 0.52% 66
2025
Q3 		$591K Buy
3,845
+352
+10% +$55K 0.53% 64
2025
Q2 		$557K Sell
3,493
-20
-0.6% -$3.26K 0.57% 61
2025
Q1 		$599K Buy
3,513
+329
+10% +$55.1K 0.65% 48
2024
Q4 		$534K Buy
+3,184
New +$542K 0.53% 61

Other funds holding PG

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

4Wealth Advisors's PG Position: Q2 2026 in Review

4Wealth Advisors reduced its Procter & Gamble (PG) stake by 66% in Q2 2026, selling an estimated $434K and leaving 1,552 shares worth $230K. The position accounts for 0.18% of the portfolio, ranked #136.

4Wealth Advisors first reported a position in PG in Q4 2024 and has held it in 7 quarters since. The position peaked at $656K in Q1 2026. 1,982 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • 4Wealth Advisors held 1,552 shares of Procter & Gamble worth $230K as of Q2 2026.
  • 4Wealth Advisors sold 2,981 Procter & Gamble shares in Q2 2026, an estimated $434K.
  • Procter & Gamble made up 0.18% of 4Wealth Advisors's portfolio in Q2 2026, its #136 holding.
  • 4Wealth Advisors first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
  • 4Wealth Advisors's Procter & Gamble position peaked at $656K in Q1 2026.
  • 1,982 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.