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ARS Wealth Advisors Group’s Procter & Gamble PG Stock Holding History

ARS Wealth Advisors Group’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 		$19.3M Buy
131,746
+2,770
+2% +$403K 1.51% 17
2026
Q1 		$18.6M Buy
128,976
+4,268
+3% +$647K 1.57% 21
2025
Q4 		$17.9M Buy
124,708
+1,042
+0.8% +$154K 1.61% 17
2025
Q3 		$19M Buy
123,666
+1,482
+1% +$231K 1.88% 16
2025
Q2 		$19.5M Buy
122,184
+2,010
+2% +$328K 2.24% 13
2025
Q1 		$20.5M Sell
120,174
-772
-0.6% -$129K 2.89% 9
2024
Q4 		$20.3M Buy
120,946
+1,437
+1% +$245K 2.78% 11
2024
Q3 		$20.7M Sell
119,509
-554
-0.5% -$94K 2.54% 13
2024
Q2 		$19.8M Buy
120,063
+1,204
+1% +$197K 2.57% 12
2024
Q1 		$19.3M Buy
118,859
+6,739
+6% +$1.06M 2.6% 14
2023
Q4 		$16.4M Buy
112,120
+95
+0.1% +$14.1K 2.43% 11
2023
Q3 		$16.3M Buy
112,025
+48
+0% +$7.33K 2.68% 9
2023
Q2 		$17M Sell
111,977
-1,982
-2% -$299K 2.7% 8
2023
Q1 		$16.9M Buy
113,959
+2,016
+2% +$288K 3.12% 7
2022
Q4 		$17M Sell
111,943
-91
-0.1% -$12.8K 2.79% 6
2022
Q3 		$14.1M Buy
112,034
+6,192
+6% +$880K 2.16% 12
2022
Q2 		$15.2M Buy
105,842
+44,752
+73% +$6.73M 2.09% 12
2022
Q1 		$9.34M Sell
61,090
-4,875
-7% -$763K 1.63% 22
2021
Q4 		$10.8M Buy
65,965
+546
+0.8% +$81.1K 1.81% 20
2021
Q3 		$9.15M Buy
+65,419
New +$9.27M 1.66% 20

Other funds holding PG

Assenagon Asset Management
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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

ARS Wealth Advisors Group's PG Position: Q2 2026 in Review

ARS Wealth Advisors Group increased its Procter & Gamble (PG) stake by 2.1% in Q2 2026, buying an estimated $403K and bringing the position to 131,746 shares worth $19.3M. The position accounts for 1.51% of the portfolio, ranked #17.

ARS Wealth Advisors Group first reported a position in PG in Q3 2021 and has held it in 20 quarters since. The position peaked at $20.7M in Q3 2024. 1,637 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • ARS Wealth Advisors Group held 131,746 shares of Procter & Gamble worth $19.3M as of Q2 2026.
  • ARS Wealth Advisors Group bought 2,770 Procter & Gamble shares in Q2 2026, an estimated $403K.
  • Procter & Gamble made up 1.51% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #17 holding.
  • ARS Wealth Advisors Group first reported a position in Procter & Gamble in Q3 2021 and has held it in 20 quarters since.
  • ARS Wealth Advisors Group's Procter & Gamble position peaked at $20.7M in Q3 2024.
  • 1,637 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.