Antonelli Financial Advisors’s Procter & Gamble PG Stock Holding History

Antonelli Financial 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	$242K	Sell	1,650 -436	-21%	-$63.5K	0.17%	52
2026 Q1	$301K	Hold	2,086	–	–	0.21%	46
2025 Q4	$299K	Buy	2,086 +255	+14%	+$37.6K	0.2%	39
2025 Q3	$281K	Sell	1,831 -255	-12%	-$39.8K	0.19%	40
2025 Q2	$332K	Hold	2,086	–	–	0.24%	36
2025 Q1	$356K	Hold	2,086	–	–	0.29%	34
2024 Q4	$350K	Buy	+2,086	New	+$355K	0.3%	37

Other funds holding PG

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Antonelli Financial Advisors's PG Position: Q2 2026 in Review

Antonelli Financial Advisors reduced its Procter & Gamble (PG) stake by 21% in Q2 2026, selling an estimated $63.5K and leaving 1,650 shares worth $242K. The position accounts for 0.17% of the portfolio, ranked #52.

Antonelli Financial Advisors first reported a position in PG in Q4 2024 and has held it in 7 quarters since. The position peaked at $356K in Q1 2025. 1,371 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Antonelli Financial Advisors held 1,650 shares of Procter & Gamble worth $242K as of Q2 2026.
Antonelli Financial Advisors sold 436 Procter & Gamble shares in Q2 2026, an estimated $63.5K.
Procter & Gamble made up 0.17% of Antonelli Financial Advisors's portfolio in Q2 2026, its #52 holding.
Antonelli Financial Advisors first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
Antonelli Financial Advisors's Procter & Gamble position peaked at $356K in Q1 2025.
1,371 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Antonelli Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.