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Atlas Private Wealth Advisors’s Procter & Gamble PG Stock Holding History

Atlas Private 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
2021
Q4 		– Sell
-1
Closed -$1K – 552
2021
Q3 		$1K Hold
1
– – ﹤0.01% 722
2021
Q2 		$1K Hold
1
– – ﹤0.01% 748
2021
Q1 		$1K Buy
+1
New +$130 ﹤0.01% 831

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

Atlas Private Wealth Advisors's PG Position: Q2 2026 in Review

Atlas Private Wealth Advisors reduced its Procter & Gamble (PG) stake by 11% in Q2 2026, selling an estimated $36.1K and leaving 2,004 shares worth $294K. The position accounts for 0.06% of the portfolio, ranked #111.

Atlas Private Wealth Advisors first reported a position in PG in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.85M in Q3 2024. 1,637 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Atlas Private Wealth Advisors held 2,004 shares of Procter & Gamble worth $294K as of Q2 2026.
  • Atlas Private Wealth Advisors sold 248 Procter & Gamble shares in Q2 2026, an estimated $36.1K.
  • Procter & Gamble made up 0.06% of Atlas Private Wealth Advisors's portfolio in Q2 2026, its #111 holding.
  • Atlas Private Wealth Advisors first reported a position in Procter & Gamble in Q2 2020 and has held it in 25 quarters since.
  • Atlas Private Wealth Advisors's Procter & Gamble position peaked at $2.85M in Q3 2024.
  • 1,637 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.