AWA
PG icon

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

ARQ 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 		$2.25M Sell
15,081
-5,527
-27% -$804K 0.28% 87
2026
Q1 		$2.98M Buy
20,608
+17,261
+516% +$2.62M 0.54% 65
2025
Q4 		$480K Sell
3,347
-249
-7% -$36.7K 0.13% 95
2025
Q3 		$553K Buy
+3,596
New +$562K 0.16% 85
2024
Q4 		– Sell
-1,747
Closed -$300K – 104
2024
Q3 		$300K Buy
1,747
+53
+3% +$9K 0.11% 81
2024
Q2 		$279K Sell
1,694
-18
-1% -$2.94K 0.12% 76
2024
Q1 		$278K Buy
1,712
+54
+3% +$8.47K 0.12% 75
2023
Q4 		$243K Sell
1,658
-75
-4% -$11.1K 0.14% 60
2023
Q3 		$253K Buy
1,733
+106
+7% +$16.2K 0.19% 51
2023
Q2 		$247K Sell
1,627
-49
-3% -$7.38K 0.16% 51
2023
Q1 		$249K Buy
1,676
+26
+2% +$3.72K 0.18% 48
2022
Q4 		$250K Sell
1,650
-68
-4% -$9.53K 0.16% 46
2022
Q3 		$217K Sell
1,718
-69
-4% -$9.8K 0.17% 47
2022
Q2 		$257K Hold
1,787
– – 0.18% 47
2022
Q1 		$273K Sell
1,787
-100
-5% -$15.6K 0.18% 46
2021
Q4 		$309K Buy
1,887
+89
+5% +$13.2K 0.22% 43
2021
Q3 		$251K Buy
1,798
+11
+0.6% +$1.56K 0.16% 44
2021
Q2 		$241K Buy
1,787
+80
+5% +$10.8K 0.15% 46
2021
Q1 		$231K Sell
1,707
-44
-3% -$5.74K 0.15% 45
2020
Q4 		$244K Sell
1,751
-16
-0.9% -$2.24K 0.15% 48
2020
Q3 		$246K Hold
1,767
– – 0.24% 41
2020
Q2 		$211K Sell
1,767
-300
-15% -$35K 0.21% 41
2020
Q1 		$227K Buy
+2,067
New +$248K 0.26% 38

Other funds holding PG

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

ARQ Wealth Advisors reduced its Procter & Gamble (PG) stake by 27% in Q2 2026, selling an estimated $804K and leaving 15,081 shares worth $2.25M. The position accounts for 0.28% of the portfolio, ranked #87.

ARQ Wealth Advisors first reported a position in PG in Q1 2020 and has held it in 23 quarters since. The position peaked at $2.98M in Q1 2026. 1,982 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • ARQ Wealth Advisors held 15,081 shares of Procter & Gamble worth $2.25M as of Q2 2026.
  • ARQ Wealth Advisors sold 5,527 Procter & Gamble shares in Q2 2026, an estimated $804K.
  • Procter & Gamble made up 0.28% of ARQ Wealth Advisors's portfolio in Q2 2026, its #87 holding.
  • ARQ Wealth Advisors first reported a position in Procter & Gamble in Q1 2020 and has held it in 23 quarters since.
  • ARQ Wealth Advisors's Procter & Gamble position peaked at $2.98M in Q1 2026.
  • 1,982 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on ARQ Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.