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A4 Wealth Advisors’s Procter & Gamble PG Stock Holding History

A4 Wealth 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 		– Sell
-1,843
Closed -$266K – 109
2026
Q1 		$266K Sell
1,843
-715
-28% -$108K 0.22% 74
2025
Q4 		$367K Sell
2,558
-973
-28% -$143K 0.32% 66
2025
Q3 		$543K Buy
+3,531
New +$551K 0.46% 60

Other funds holding PG

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

A4 Wealth Advisors's PG Position: Q2 2026 in Review

A4 Wealth Advisors sold out of Procter & Gamble (PG) in Q2 2026, closing a stake of 1,843 shares — an estimated $266K sold.

A4 Wealth Advisors first reported a position in PG in Q3 2025 and held it in 3 quarters. The position peaked at $543K in Q3 2025. 2,519 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • A4 Wealth Advisors reported no remaining Procter & Gamble position as of Q2 2026 after selling out during the quarter.
  • A4 Wealth Advisors sold 1,843 Procter & Gamble shares in Q2 2026, an estimated $266K.
  • A4 Wealth Advisors first reported a position in Procter & Gamble in Q3 2025 and held it in 3 quarters.
  • A4 Wealth Advisors's Procter & Gamble position peaked at $543K in Q3 2025.
  • 2,519 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on A4 Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.