Atria Wealth Solutions’s Procter & Gamble PG Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$8.88M	Sell	55,657 -78,669	-59%	-$12.8M	0.2%	114
2025 Q1	$22.9M	Sell	134,326 -15,018	-10%	-$2.52M	0.28%	75
2024 Q4	$25M	Sell	149,344 -2,159	-1%	-$368K	0.27%	74
2024 Q3	$26.2M	Sell	151,503 -1,977	-1%	-$336K	0.28%	70
2024 Q2	$25.3M	Sell	153,480 -9,664	-6%	-$1.58M	0.28%	69
2024 Q1	$26.5M	Buy	163,144 +7,641	+5%	+$1.2M	0.3%	63
2023 Q4	$22.8M	Buy	155,503 +3,035	+2%	+$450K	0.29%	72
2023 Q3	$22.2M	Buy	152,468 +400	+0.3%	+$61.1K	0.31%	68
2023 Q2	$23.1M	Sell	152,068 -4,262	-3%	-$642K	0.31%	67
2023 Q1	$23.2M	Sell	156,330 -901	-0.6%	-$129K	0.34%	61
2022 Q4	$23.8M	Buy	157,231 +6,194	+4%	+$868K	0.38%	53
2022 Q3	$19.1M	Buy	151,037 +86,853	+135%	+$12.3M	0.33%	67
2022 Q2	$9.23M	Sell	64,184 -37,916	-37%	-$5.7M	0.17%	131
2022 Q1	$15.6M	Buy	+102,100	New	+$16M	0.26%	81

Other funds holding PG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Atria Wealth Solutions's PG Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Procter & Gamble (PG) stake by 59% in Q2 2025, selling an estimated $12.8M and leaving 55,657 shares worth $8.88M. The position accounts for 0.2% of the portfolio, ranked #114.

Atria Wealth Solutions first reported a position in PG in Q1 2022 and has held it in 14 quarters since. The position peaked at $26.5M in Q1 2024. 3,962 funds tracked by Wall St. Rank hold PG as of Q2 2025.

Atria Wealth Solutions held 55,657 shares of Procter & Gamble worth $8.88M as of Q2 2025.
Atria Wealth Solutions sold 78,669 Procter & Gamble shares in Q2 2025, an estimated $12.8M.
Procter & Gamble made up 0.2% of Atria Wealth Solutions's portfolio in Q2 2025, its #114 holding.
Atria Wealth Solutions first reported a position in Procter & Gamble in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Procter & Gamble position peaked at $26.5M in Q1 2024.
3,962 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.