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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Atlantic Private Wealth increased its Procter & Gamble (PG) stake by 0.67% in Q2 2026, buying an estimated $146 and bringing the position to 151 shares worth $22.1K. The position accounts for 0.01% of the portfolio, ranked #164.

Atlantic Private Wealth first reported a position in PG in Q1 2023 and has held it in 14 quarters since. The position peaked at $34.6K in Q4 2024. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Atlantic Private Wealth held 151 shares of Procter & Gamble worth $22.1K as of Q2 2026.
Atlantic Private Wealth bought 1 Procter & Gamble share in Q2 2026, an estimated $146.
Procter & Gamble made up 0.01% of Atlantic Private Wealth's portfolio in Q2 2026, its #164 holding.
Atlantic Private Wealth first reported a position in Procter & Gamble in Q1 2023 and has held it in 14 quarters since.
Atlantic Private Wealth's Procter & Gamble position peaked at $34.6K in Q4 2024.
4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Atlantic Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.