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Atomi Financial Group’s Procter & Gamble PG Stock Holding History

Atomi Financial 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 		$10.2M Buy
69,303
+31,831
+85% +$4.63M 0.26% 78
2026
Q1 		$5.41M Sell
37,472
-170
-0.5% -$25.8K 0.17% 114
2025
Q4 		$5.39M Buy
37,642
+7,239
+24% +$1.07M 0.16% 107
2025
Q3 		$4.67M Buy
30,403
+2,469
+9% +$386K 0.15% 111
2025
Q2 		$4.45M Sell
27,934
-5,658
-17% -$924K 0.17% 101
2025
Q1 		$5.72M Sell
33,592
-257
-0.8% -$43K 0.26% 77
2024
Q4 		$5.67M Buy
33,849
+3,895
+13% +$663K 0.29% 71
2024
Q3 		$5.19M Buy
29,954
+583
+2% +$99K 0.32% 62
2024
Q2 		$4.84M Buy
29,371
+6,457
+28% +$1.06M 0.36% 56
2024
Q1 		$3.72M Buy
22,914
+7,658
+50% +$1.2M 0.34% 63
2023
Q4 		$2.24M Buy
15,256
+5,448
+56% +$807K 0.31% 67
2023
Q3 		$1.43M Sell
9,808
-2,070
-17% -$316K 0.48% 54
2023
Q2 		$1.8M Buy
11,878
+460
+4% +$69.3K 0.82% 20
2023
Q1 		$1.7M Buy
+11,418
New +$1.63M 0.95% 21

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Atomi Financial Group's PG Position: Q2 2026 in Review

Atomi Financial Group increased its Procter & Gamble (PG) stake by 85% in Q2 2026, buying an estimated $4.63M and bringing the position to 69,303 shares worth $10.2M. The position accounts for 0.26% of the portfolio, ranked #78.

Atomi Financial Group first reported a position in PG in Q1 2023 and has held it in 14 quarters since. 3,999 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Atomi Financial Group held 69,303 shares of Procter & Gamble worth $10.2M as of Q2 2026.
  • Atomi Financial Group bought 31,831 Procter & Gamble shares in Q2 2026, an estimated $4.63M.
  • Procter & Gamble made up 0.26% of Atomi Financial Group's portfolio in Q2 2026, its #78 holding.
  • Atomi Financial Group first reported a position in Procter & Gamble in Q1 2023 and has held it in 14 quarters since.
  • 3,999 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.