Rothwell Investment Advisors, LLC’s Procter & Gamble PG Stock Holding History

Rothwell Investment Advisors, LLC’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 Q3	$167K	Buy	+1,149	New	+$168K	0.09%	201

Other funds holding PG

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Rothwell Investment Advisors, LLC's PG Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Procter & Gamble (PG) in Q3 2026: 1,149 shares worth $167K. The stake represents 0.09% of the portfolio and ranks #201 among its holdings.

2,487 funds tracked by Wall St. Rank hold PG as of Q3 2026.

Rothwell Investment Advisors, LLC held 1,149 shares of Procter & Gamble worth $167K as of Q3 2026.
Procter & Gamble was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Procter & Gamble made up 0.09% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #201 holding.
2,487 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.