AWM
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Activest Wealth Management’s Procter & Gamble PG Stock Holding History

Activest Wealth Management’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 		$23.8K Sell
162
-869
-84% -$126K ﹤0.01% 412
2026
Q1 		$149K Sell
1,031
-113
-10% -$17.1K 0.03% 180
2025
Q4 		$164K Buy
1,144
+426
+59% +$62.8K 0.03% 170
2025
Q3 		$110K Sell
718
-14
-2% -$2.19K 0.02% 173
2025
Q2 		$117K Sell
732
-336
-31% -$54.8K 0.03% 133
2025
Q1 		$182K Buy
1,068
+422
+65% +$70.7K 0.05% 104
2024
Q4 		$108K Sell
646
-273
-30% -$46.5K 0.03% 117
2024
Q3 		$159K Buy
919
+364
+66% +$61.8K 0.05% 89
2024
Q2 		$91.5K Buy
555
+248
+81% +$40.5K 0.03% 131
2024
Q1 		$49.7K Sell
307
-148
-33% -$23.2K 0.02% 114
2023
Q4 		$66.7K Buy
455
+151
+50% +$22.4K 0.04% 78
2023
Q3 		$44.3K Buy
304
+1
+0.3% +$153 0.03% 99
2023
Q2 		$48.2K Buy
303
+2
+0.7% +$301 0.03% 72
2023
Q1 		$44.4K Buy
+301
New +$43K 0.03% 91
2022
Q3 		– Sell
-21
Closed -$3K – 573
2022
Q2 		$3K Buy
+21
New +$3.16K ﹤0.01% 302

Other funds holding PG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Activest Wealth Management's PG Position: Q2 2026 in Review

Activest Wealth Management reduced its Procter & Gamble (PG) stake by 84% in Q2 2026, selling an estimated $126K and leaving 162 shares worth $23.8K. The position accounts for ﹤0.01% of the portfolio, ranked #412.

Activest Wealth Management first reported a position in PG in Q2 2022 and has held it in 15 quarters since. The position peaked at $182K in Q1 2025. 761 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Activest Wealth Management held 162 shares of Procter & Gamble worth $23.8K as of Q2 2026.
  • Activest Wealth Management sold 869 Procter & Gamble shares in Q2 2026, an estimated $126K.
  • Procter & Gamble made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #412 holding.
  • Activest Wealth Management first reported a position in Procter & Gamble in Q2 2022 and has held it in 15 quarters since.
  • Activest Wealth Management's Procter & Gamble position peaked at $182K in Q1 2025.
  • 761 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.