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Advocate Group’s Procter & Gamble PG Stock Holding History

Advocate Group’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 		$9.51M Buy
64,837
+310
+0.5% +$45.1K 1.43% 25
2026
Q1 		$9.32M Buy
64,527
+8,404
+15% +$1.27M 1.46% 25
2025
Q4 		$8.04M Buy
56,123
+4,135
+8% +$610K 1.3% 33
2025
Q3 		$7.99M Buy
51,988
+227
+0.4% +$35.5K 1.31% 33
2025
Q2 		$8.25M Buy
51,761
+125
+0.2% +$20.4K 1.47% 24
2025
Q1 		$8.8M Sell
51,636
-524
-1% -$87.8K 1.6% 23
2024
Q4 		$8.74M Sell
52,160
-691
-1% -$118K 1.65% 20
2024
Q3 		$9.15M Buy
52,851
+1,534
+3% +$260K 1.66% 18
2024
Q2 		$8.46M Buy
51,317
+1,460
+3% +$239K 1.7% 16
2024
Q1 		$8.09M Buy
49,857
+9,305
+23% +$1.46M 1.61% 20
2023
Q4 		$5.94M Sell
40,552
-1,939
-5% -$287K 1.28% 31
2023
Q3 		$6.2M Sell
42,491
-594
-1% -$90.7K 1.44% 23
2023
Q2 		$6.54M Buy
43,085
+231
+0.5% +$34.8K 1.44% 25
2023
Q1 		$6.37M Sell
42,854
-4,715
-10% -$674K 1.39% 26
2022
Q4 		$7.21M Sell
47,569
-2,329
-5% -$326K 1.55% 22
2022
Q3 		$6.3M Sell
49,898
-2,615
-5% -$371K 1.56% 23
2022
Q2 		$7.55M Buy
+52,513
New +$7.89M 1.76% 18

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

Advocate Group's PG Position: Q2 2026 in Review

Advocate Group increased its Procter & Gamble (PG) stake by 0.48% in Q2 2026, buying an estimated $45.1K and bringing the position to 64,837 shares worth $9.51M. The position accounts for 1.43% of the portfolio, ranked #25.

Advocate Group first reported a position in PG in Q2 2022 and has held it in 17 quarters since. 1,982 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Advocate Group held 64,837 shares of Procter & Gamble worth $9.51M as of Q2 2026.
  • Advocate Group bought 310 Procter & Gamble shares in Q2 2026, an estimated $45.1K.
  • Procter & Gamble made up 1.43% of Advocate Group's portfolio in Q2 2026, its #25 holding.
  • Advocate Group first reported a position in Procter & Gamble in Q2 2022 and has held it in 17 quarters since.
  • 1,982 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Advocate Group's 13F filing for Q2 2026, filed 17 Jul 2026.