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Atlantic Edge Private Wealth Management’s Procter & Gamble PG Stock Holding History

Atlantic Edge Private Wealth Management’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 		$238K Sell
1,620
-204
-11% -$29.7K 0.05% 128
2026
Q1 		$263K Hold
1,824
– – 0.06% 120
2025
Q4 		$261K Sell
1,824
-177
-9% -$26.1K 0.06% 121
2025
Q3 		$307K Sell
2,001
-163
-8% -$25.5K 0.08% 111
2025
Q2 		$345K Hold
2,164
– – 0.09% 106
2025
Q1 		$369K Sell
2,164
-22
-1% -$3.69K 0.11% 99
2024
Q4 		$366K Sell
2,186
-50
-2% -$8.52K 0.11% 99
2024
Q3 		$387K Buy
2,236
+97
+5% +$16.5K 0.12% 100
2024
Q2 		$353K Hold
2,139
– – 0.12% 99
2024
Q1 		$347K Buy
2,139
+125
+6% +$19.6K 0.12% 102
2023
Q4 		$295K Buy
+2,014
New +$298K 0.12% 104

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

Atlantic Edge Private Wealth Management's PG Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management reduced its Procter & Gamble (PG) stake by 11% in Q2 2026, selling an estimated $29.7K and leaving 1,620 shares worth $238K. The position accounts for 0.05% of the portfolio, ranked #128.

Atlantic Edge Private Wealth Management first reported a position in PG in Q4 2023 and has held it in 11 quarters since. The position peaked at $387K in Q3 2024. 1,688 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Atlantic Edge Private Wealth Management held 1,620 shares of Procter & Gamble worth $238K as of Q2 2026.
  • Atlantic Edge Private Wealth Management sold 204 Procter & Gamble shares in Q2 2026, an estimated $29.7K.
  • Procter & Gamble made up 0.05% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #128 holding.
  • Atlantic Edge Private Wealth Management first reported a position in Procter & Gamble in Q4 2023 and has held it in 11 quarters since.
  • Atlantic Edge Private Wealth Management's Procter & Gamble position peaked at $387K in Q3 2024.
  • 1,688 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.