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Apella Capital’s Procter & Gamble PG Stock Holding History

Apella Capital’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 		$3.79M Sell
24,836
-300
-1% -$43.7K 0.05% 193
2026
Q1 		$3.69M Buy
25,136
+8,103
+48% +$1.23M 0.05% 195
2025
Q4 		$2.44M Sell
17,033
-50
-0.3% -$7.37K 0.05% 185
2025
Q3 		$2.56M Buy
17,083
+1,296
+8% +$202K 0.06% 163
2025
Q2 		$2.53M Buy
15,787
+1,325
+9% +$216K 0.07% 150
2025
Q1 		$2.35M Buy
14,462
+2,783
+24% +$466K 0.08% 124
2024
Q4 		$1.96M Buy
11,679
+393
+3% +$66.9K 0.08% 119
2024
Q3 		$1.94M Buy
11,286
+623
+6% +$106K 0.08% 109
2024
Q2 		$1.77M Buy
10,663
+1,298
+14% +$212K 0.08% 108
2024
Q1 		$1.47M Sell
9,365
-452
-5% -$70.9K 0.07% 112
2023
Q4 		$1.46M Buy
9,817
+16
+0.2% +$2.37K 0.08% 110
2023
Q3 		$1.43M Sell
9,801
-17
-0.2% -$2.6K 0.1% 95
2023
Q2 		$1.49M Buy
+9,818
New +$1.48M 0.11% 95
2022
Q4 		$1.91M Buy
12,622
+617
+5% +$86.5K 0.17% 72
2022
Q3 		$1.52M Buy
12,005
+109
+0.9% +$15.5K 0.18% 78
2022
Q2 		$1.71M Buy
11,896
+1,023
+9% +$154K 0.2% 71
2022
Q1 		$1.66M Buy
10,873
+3,253
+43% +$509K 0.23% 63
2021
Q4 		$1.25M Sell
7,620
-79
-1% -$11.7K 0.16% 80
2021
Q3 		$1.08M Sell
7,699
-340
-4% -$48.2K 0.15% 91
2021
Q2 		$1.08M Sell
8,039
-2,797
-26% -$378K 0.18% 88
2021
Q1 		$1.47M Sell
10,836
-534
-5% -$69.7K 0.46% 46
2020
Q4 		$1.58M Sell
11,370
-120
-1% -$16.8K 0.56% 39
2020
Q3 		$1.6M Buy
11,490
+400
+4% +$53.1K 0.64% 35
2020
Q2 		$1.33M Hold
11,090
– – 0.62% 34
2020
Q1 		$1.22M Buy
+11,090
New +$1.33M 0.71% 34

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Apella Capital's PG Position: Q2 2026 in Review

Apella Capital reduced its Procter & Gamble (PG) stake by 1.2% in Q2 2026, selling an estimated $43.7K and leaving 24,836 shares worth $3.79M. The position accounts for 0.05% of the portfolio, ranked #193.

Apella Capital first reported a position in PG in Q1 2020 and has held it in 25 quarters since. 979 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Apella Capital held 24,836 shares of Procter & Gamble worth $3.79M as of Q2 2026.
  • Apella Capital sold 300 Procter & Gamble shares in Q2 2026, an estimated $43.7K.
  • Procter & Gamble made up 0.05% of Apella Capital's portfolio in Q2 2026, its #193 holding.
  • Apella Capital first reported a position in Procter & Gamble in Q1 2020 and has held it in 25 quarters since.
  • 979 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.