Aptus Capital Advisors’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $39.3M | Buy |
267,986
+14,916
| +6% | +$2.17M | 0.27% | 77 |
|
|
2026
Q1 | $36.6M | Sell |
253,070
-34,700
| -12% | -$5.26M | 0.29% | 68 |
|
|
2025
Q4 | $41.2M | Sell |
287,770
-9,982
| -3% | -$1.47M | 0.3% | 65 |
|
|
2025
Q3 | $45.7M | Buy |
297,752
+31,150
| +12% | +$4.87M | 0.33% | 64 |
|
|
2025
Q2 | $42.5M | Buy |
266,602
+24,776
| +10% | +$4.04M | 0.35% | 61 |
|
|
2025
Q1 | $41.2M | Buy |
241,826
+27,175
| +13% | +$4.55M | 0.42% | 54 |
|
|
2024
Q4 | $36M | Buy |
214,651
+34,681
| +19% | +$5.91M | 0.38% | 58 |
|
|
2024
Q3 | $31.2M | Buy |
179,970
+41,247
| +30% | +$7M | 0.47% | 54 |
|
|
2024
Q2 | $22.9M | Buy |
138,723
+25,511
| +23% | +$4.17M | 0.4% | 58 |
|
|
2024
Q1 | $18.4M | Buy |
113,212
+14,630
| +15% | +$2.29M | 0.34% | 65 |
|
|
2023
Q4 | $14.4M | Sell |
98,582
-2,708
| -3% | -$401K | 0.4% | 63 |
|
|
2023
Q3 | $14.8M | Buy |
101,290
+219
| +0.2% | +$33.5K | 0.4% | 58 |
|
|
2023
Q2 | $15.3M | Sell |
101,071
-149
| -0.1% | -$22.5K | 0.37% | 57 |
|
|
2023
Q1 | $15.1M | Buy |
101,220
+18,298
| +22% | +$2.62M | 0.4% | 49 |
|
|
2022
Q4 | $12.6M | Buy |
82,922
+1,140
| +1% | +$160K | 0.39% | 56 |
|
|
2022
Q3 | $10.3M | Buy |
81,782
+5,130
| +7% | +$729K | 0.25% | 57 |
|
|
2022
Q2 | $11M | Buy |
76,652
+12,874
| +20% | +$1.93M | 0.29% | 51 |
|
|
2022
Q1 | $9.74M | Buy |
63,778
+12,020
| +23% | +$1.88M | 0.24% | 61 |
|
|
2021
Q4 | $8.47M | Buy |
51,758
+6,336
| +14% | +$941K | 0.25% | 60 |
|
|
2021
Q3 | $6.35M | Buy |
45,422
+5,764
| +15% | +$817K | 0.16% | 68 |
|
|
2021
Q2 | $5.35M | Buy |
39,658
+718
| +2% | +$97.2K | 0.16% | 70 |
|
|
2021
Q1 | $5.27M | Sell |
38,940
-2,910
| -7% | -$380K | 0.19% | 64 |
|
|
2020
Q4 | $5.82M | Buy |
41,850
+5,734
| +16% | +$801K | 0.27% | 61 |
|
|
2020
Q3 | $5.02M | Buy |
36,116
+900
| +3% | +$119K | 0.27% | 64 |
|
|
2020
Q2 | $4.21M | Buy |
35,216
+27,778
| +373% | +$3.24M | 0.26% | 61 |
|
|
2020
Q1 | $818K | Sell |
7,438
-640
| -8% | -$76.8K | 0.07% | 131 |
|
|
2019
Q4 | $1.01M | Sell |
8,078
-21,607
| -73% | -$2.64M | 0.07% | 171 |
|
|
2019
Q3 | $3.69M | Sell |
29,685
-4,555
| -13% | -$538K | 0.21% | 47 |
|
|
2019
Q2 | $3.75M | Sell |
34,240
-2,732
| -7% | -$291K | 0.53% | 20 |
|
|
2019
Q1 | $3.85M | Buy |
+36,972
| New | +$3.6M | 0.66% | 17 |
|
Other funds holding PG
Aptus Capital Advisors's PG Position: Q2 2026 in Review
Aptus Capital Advisors increased its Procter & Gamble (PG) stake by 5.9% in Q2 2026, buying an estimated $2.17M and bringing the position to 267,986 shares worth $39.3M. The position accounts for 0.27% of the portfolio, ranked #77.
Aptus Capital Advisors first reported a position in PG in Q1 2019 and has held it in 30 quarters since. The position peaked at $45.7M in Q3 2025. 4,019 funds tracked by Wall St. Rank hold PG as of Q2 2026.
- Aptus Capital Advisors held 267,986 shares of Procter & Gamble worth $39.3M as of Q2 2026.
- Aptus Capital Advisors bought 14,916 Procter & Gamble shares in Q2 2026, an estimated $2.17M.
- Procter & Gamble made up 0.27% of Aptus Capital Advisors's portfolio in Q2 2026, its #77 holding.
- Aptus Capital Advisors first reported a position in Procter & Gamble in Q1 2019 and has held it in 30 quarters since.
- Aptus Capital Advisors's Procter & Gamble position peaked at $45.7M in Q3 2025.
- 4,019 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.
Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.