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Aptus Capital Advisors’s Procter & Gamble PG Stock Holding History

Aptus Capital 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
2020
Q4 		– Sell
-175,000
Closed -$24.3M – 516
2020
Q3 		$24.3M Buy
+175,000
New +$23.2M 1.29% 15

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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. 4,032 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.
  • 4,032 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.