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

Atlantic Private Wealth’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 Q3	$16.9K	Sell	117 -34	-23%	-$4.98K	0.01%	176
2026 Q2	$22.1K	Buy	151 +1	+0.7%	+$146	0.01%	164
2026 Q1	$21.7K	Hold	150	–	–	0.01%	170
2025 Q4	$21.5K	Sell	150 -2	-1%	-$295	0.01%	168
2025 Q3	$23.4K	Buy	152 +45	+42%	+$7.03K	0.02%	146
2025 Q2	$17K	Hold	107	–	–	0.01%	163
2025 Q1	$18.2K	Sell	107 -100	-48%	-$16.7K	0.01%	160
2024 Q4	$34.6K	Buy	207 +101	+95%	+$17.2K	0.03%	107
2024 Q3	$18.4K	Hold	106	–	–	0.01%	137
2024 Q2	$17.5K	Hold	106	–	–	0.01%	77
2024 Q1	$17.2K	Hold	106	–	–	0.01%	79
2023 Q4	$15.5K	Buy	106 +1	+1%	+$148	0.01%	79
2023 Q3	$15.4K	Hold	105	–	–	0.02%	74
2023 Q2	$16K	Hold	105	–	–	0.02%	75
2023 Q1	$15.6K	Buy	+105	New	+$15K	0.02%	70

Other funds holding PG

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Atlantic Private Wealth's PG Position: Q3 2026 in Review

Atlantic Private Wealth reduced its Procter & Gamble (PG) stake by 23% in Q3 2026, selling an estimated $4.98K and leaving 117 shares worth $16.9K. The position accounts for 0.01% of the portfolio, ranked #176.

Atlantic Private Wealth first reported a position in PG in Q1 2023 and has held it in 15 quarters since. The position peaked at $34.6K in Q4 2024. 2,830 funds tracked by Wall St. Rank hold PG as of Q3 2026.

Atlantic Private Wealth held 117 shares of Procter & Gamble worth $16.9K as of Q3 2026.
Atlantic Private Wealth sold 34 Procter & Gamble shares in Q3 2026, an estimated $4.98K.
Procter & Gamble made up 0.01% of Atlantic Private Wealth's portfolio in Q3 2026, its #176 holding.
Atlantic Private Wealth first reported a position in Procter & Gamble in Q1 2023 and has held it in 15 quarters since.
Atlantic Private Wealth's Procter & Gamble position peaked at $34.6K in Q4 2024.
2,830 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on Atlantic Private Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.