AWA
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Aletheian Wealth Advisors’s Procter & Gamble PG Stock Holding History

Aletheian 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
Q3 		$340K Sell
2,340
-336
-13% -$49.2K 0.14% 81
2026
Q2 		$392K Buy
2,676
+1,056
+65% +$154K 0.17% 74
2026
Q1 		$234K Buy
+1,620
New +$246K 0.11% 88
2025
Q3 		$425K Sell
2,764
-43
-2% -$6.72K 0.2% 65
2025
Q2 		$447K Sell
2,807
-84
-3% -$13.7K 0.22% 62
2025
Q1 		$493K Buy
2,891
+394
+16% +$66K 0.28% 58
2024
Q4 		$419K Buy
2,497
+127
+5% +$21.6K 0.25% 59
2024
Q3 		$410K Sell
2,370
-5,323
-69% -$904K 0.24% 58
2024
Q2 		$1.27M Buy
7,693
+273
+4% +$44.6K 0.67% 35
2024
Q1 		$1.2M Buy
7,420
+2,245
+43% +$352K 0.65% 38
2023
Q4 		$758K Sell
5,175
-200
-4% -$29.6K 0.5% 50
2023
Q3 		$784K Sell
5,375
-417
-7% -$63.7K 0.6% 44
2023
Q2 		$879K Buy
5,792
+4,095
+241% +$617K 0.6% 42
2023
Q1 		$252K Buy
1,697
+240
+16% +$34.3K 0.22% 56
2022
Q4 		$221K Buy
+1,457
New +$204K 0.19% 77
2022
Q3 		– Sell
-1,510
Closed -$217K – 55
2022
Q2 		$217K Buy
+1,510
New +$227K 0.22% 54

Other funds holding PG

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BTCPP
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
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Aletheian Wealth Advisors's PG Position: Q3 2026 in Review

Aletheian Wealth Advisors reduced its Procter & Gamble (PG) stake by 13% in Q3 2026, selling an estimated $49.2K and leaving 2,340 shares worth $340K. The position accounts for 0.14% of the portfolio, ranked #81.

Aletheian Wealth Advisors first reported a position in PG in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.27M in Q2 2024. 215 funds tracked by Wall St. Rank hold PG as of Q3 2026.

  • Aletheian Wealth Advisors held 2,340 shares of Procter & Gamble worth $340K as of Q3 2026.
  • Aletheian Wealth Advisors sold 336 Procter & Gamble shares in Q3 2026, an estimated $49.2K.
  • Procter & Gamble made up 0.14% of Aletheian Wealth Advisors's portfolio in Q3 2026, its #81 holding.
  • Aletheian Wealth Advisors first reported a position in Procter & Gamble in Q2 2022 and has held it in 16 quarters since.
  • Aletheian Wealth Advisors's Procter & Gamble position peaked at $1.27M in Q2 2024.
  • 215 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.