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

Amplius 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 		$677K Buy
4,615
+123
+3% +$17.9K 0.05% 104
2026
Q1 		$649K Sell
4,492
-508
-10% -$77K 0.05% 93
2025
Q4 		$717K Sell
5,000
-35
-0.7% -$5.16K 0.06% 85
2025
Q3 		$774K Sell
5,035
-1,350
-21% -$211K 0.07% 84
2025
Q2 		$1.02M Buy
6,385
+238
+4% +$38.8K 0.09% 82
2025
Q1 		$1.05M Buy
6,147
+69
+1% +$11.6K 0.11% 72
2024
Q4 		$1.02M Buy
6,078
+92
+2% +$15.7K 0.1% 71
2024
Q3 		$1.04M Buy
5,986
+144
+2% +$24.4K 0.11% 69
2024
Q2 		$963K Buy
5,842
+94
+2% +$15.4K 0.11% 73
2024
Q1 		$933K Buy
5,748
+50
+0.9% +$7.84K 0.1% 72
2023
Q4 		$835K Sell
5,698
-8
-0.1% -$1.19K 0.1% 72
2023
Q3 		$832K Buy
5,706
+13
+0.2% +$1.99K 0.11% 71
2023
Q2 		$864K Sell
5,693
-135
-2% -$20.3K 0.12% 70
2023
Q1 		$867K Buy
5,828
+1,465
+34% +$209K 0.12% 76
2022
Q4 		$661K Buy
4,363
+665
+18% +$93.2K 0.11% 78
2022
Q3 		$467K Buy
3,698
+781
+27% +$111K 0.08% 88
2022
Q2 		$419K Sell
2,917
-129
-4% -$19.4K 0.07% 107
2022
Q1 		$465K Buy
3,046
+3
+0.1% +$469 0.07% 107
2021
Q4 		$497K Buy
+3,043
New +$452K 0.07% 105

Other funds holding PG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Amplius Wealth Advisors increased its Procter & Gamble (PG) stake by 2.7% in Q2 2026, buying an estimated $17.9K and bringing the position to 4,615 shares worth $677K. The position accounts for 0.05% of the portfolio, ranked #104.

Amplius Wealth Advisors first reported a position in PG in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.05M in Q1 2025. 1,371 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Amplius Wealth Advisors held 4,615 shares of Procter & Gamble worth $677K as of Q2 2026.
  • Amplius Wealth Advisors bought 123 Procter & Gamble shares in Q2 2026, an estimated $17.9K.
  • Procter & Gamble made up 0.05% of Amplius Wealth Advisors's portfolio in Q2 2026, its #104 holding.
  • Amplius Wealth Advisors first reported a position in Procter & Gamble in Q4 2021 and has held it in 19 quarters since.
  • Amplius Wealth Advisors's Procter & Gamble position peaked at $1.05M in Q1 2025.
  • 1,371 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.