Acima Private Wealth’s Procter & Gamble PG Stock Holding History

Acima Private Wealth’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	$799K	Sell	5,501 -406	-7%	-$59.5K	0.23%	57
2026 Q2	$866K	Hold	5,907	–	–	0.25%	56
2026 Q1	$853K	Hold	5,907	–	–	0.27%	54
2025 Q4	$847K	Hold	5,907	–	–	0.26%	55
2025 Q3	$908K	Hold	5,907	–	–	0.28%	53
2025 Q2	$941K	Hold	5,907	–	–	0.32%	49
2025 Q1	$1.01M	Sell	5,907 -1,000	-14%	-$167K	0.36%	47
2024 Q4	$1.16M	Hold	6,907	–	–	0.39%	49
2024 Q3	$1.2M	Hold	6,907	–	–	0.4%	50
2024 Q2	$1.14M	Sell	6,907 -1,125	-14%	-$184K	0.42%	46
2024 Q1	$1.3M	Sell	8,032 -360	-4%	-$56.5K	0.48%	46
2023 Q4	$1.23M	Hold	8,392	–	–	0.48%	49
2023 Q3	$1.22M	Hold	8,392	–	–	0.54%	45
2023 Q2	$1.27M	Sell	8,392 -32	-0.4%	-$4.82K	0.61%	44
2023 Q1	$1.25M	Buy	8,424 +60	+0.7%	+$8.58K	0.62%	42
2022 Q4	$1.27M	Hold	8,364	–	–	0.65%	39
2022 Q3	$1.06M	Hold	8,364	–	–	0.54%	48
2022 Q2	$1.2M	Hold	8,364	–	–	0.6%	45
2022 Q1	$1.28M	Hold	8,364	–	–	0.59%	48
2021 Q4	$1.37M	Hold	8,364	–	–	0.59%	49
2021 Q3	$1.17M	Hold	8,364	–	–	0.54%	52
2021 Q2	$1.13M	Hold	8,364	–	–	0.52%	51
2021 Q1	$1.13M	Hold	8,364	–	–	0.56%	51
2020 Q4	$1.16M	Hold	8,364	–	–	0.6%	51
2020 Q3	$1.16M	Hold	8,364	–	–	0.7%	43
2020 Q2	$1M	Hold	8,364	–	–	0.65%	44
2020 Q1	$920K	Sell	8,364 -42	-0.5%	-$5.04K	0.71%	35
2019 Q4	$1.05M	Buy	8,406 +167	+2%	+$20.4K	0.73%	35
2019 Q3	$1.02M	Hold	8,239	–	–	0.78%	31
2019 Q2	$903K	Hold	8,239	–	–	0.71%	33
2019 Q1	$857K	Buy	8,239 +300	+4%	+$29.2K	0.73%	33
2018 Q4	$730K	Buy	+7,939	New	+$710K	0.72%	32

Other funds holding PG

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

QPBE

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Acima Private Wealth's PG Position: Q3 2026 in Review

Acima Private Wealth reduced its Procter & Gamble (PG) stake by 6.9% in Q3 2026, selling an estimated $59.5K and leaving 5,501 shares worth $799K. The position accounts for 0.23% of the portfolio, ranked #57.

Acima Private Wealth first reported a position in PG in Q4 2018 and has held it in 32 quarters since. The position peaked at $1.37M in Q4 2021. 487 funds tracked by Wall St. Rank hold PG as of Q3 2026.

Acima Private Wealth held 5,501 shares of Procter & Gamble worth $799K as of Q3 2026.
Acima Private Wealth sold 406 Procter & Gamble shares in Q3 2026, an estimated $59.5K.
Procter & Gamble made up 0.23% of Acima Private Wealth's portfolio in Q3 2026, its #57 holding.
Acima Private Wealth first reported a position in Procter & Gamble in Q4 2018 and has held it in 32 quarters since.
Acima Private Wealth's Procter & Gamble position peaked at $1.37M in Q4 2021.
487 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on Acima Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.