Atticus Wealth Management
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Atticus Wealth Management’s Procter & Gamble PG Stock Holding History

Atticus Wealth Management’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 		$789K Sell
5,434
-961
-15% -$141K 0.17% 78
2026
Q2 		$938K Sell
6,395
-1,142
-15% -$166K 0.22% 72
2026
Q1 		$1.09M Sell
7,537
-479
-6% -$72.6K 0.3% 56
2025
Q4 		$1.15M Sell
8,016
-84
-1% -$12.4K 0.28% 52
2025
Q3 		$1.24M Buy
8,100
+1,207
+18% +$189K 0.31% 51
2025
Q2 		$1.1M Buy
6,893
+1,966
+40% +$321K 0.3% 48
2025
Q1 		$840K Sell
4,927
-154
-3% -$25.8K 0.27% 51
2024
Q4 		$852K Buy
5,081
+3
+0.1% +$511 0.26% 47
2024
Q3 		$879K Sell
5,078
-147
-3% -$25K 0.28% 48
2024
Q2 		$862K Sell
5,225
-697
-12% -$114K 0.28% 47
2024
Q1 		$961K Sell
5,922
-1,031
-15% -$162K 0.31% 46
2023
Q4 		$1.02M Buy
6,953
+379
+6% +$56.1K 0.36% 39
2023
Q3 		$959K Sell
6,574
-1,061
-14% -$162K 0.37% 40
2023
Q2 		$1.16M Sell
7,635
-69
-0.9% -$10.4K 0.43% 36
2023
Q1 		$1.15M Sell
7,704
-1,047
-12% -$150K 0.44% 35
2022
Q4 		$1.33M Buy
8,751
+71
+0.8% +$10K 0.55% 33
2022
Q3 		$1.25M Hold
8,680
– – 0.6% 30
2022
Q2 		$1.25M Buy
8,680
+1,195
+16% +$180K 0.52% 38
2022
Q1 		$1.14M Buy
7,485
+694
+10% +$109K 0.42% 48
2021
Q4 		$1.11M Buy
6,791
+1,066
+19% +$158K 0.43% 43
2021
Q3 		$800K Buy
5,725
+109
+2% +$15.4K 0.35% 43
2021
Q2 		$758K Sell
5,616
-1,301
-19% -$176K 0.33% 49
2021
Q1 		$937K Sell
6,917
-121
-2% -$15.8K 0.45% 43
2020
Q4 		$979K Buy
7,038
+17
+0.2% +$2.38K 0.49% 43
2020
Q3 		$976K Hold
7,021
– – 0.58% 39
2020
Q2 		$839K Sell
7,021
-96
-1% -$11.2K 0.55% 39
2020
Q1 		$783K Buy
7,117
+513
+8% +$61.6K 0.63% 38
2019
Q4 		$825K Buy
+6,604
New +$808K 0.53% 41

Other funds holding PG

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Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Atticus Wealth Management's PG Position: Q3 2026 in Review

Atticus Wealth Management reduced its Procter & Gamble (PG) stake by 15% in Q3 2026, selling an estimated $141K and leaving 5,434 shares worth $789K. The position accounts for 0.17% of the portfolio, ranked #78.

Atticus Wealth Management first reported a position in PG in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.33M in Q4 2022. 2,609 funds tracked by Wall St. Rank hold PG as of Q3 2026.

  • Atticus Wealth Management held 5,434 shares of Procter & Gamble worth $789K as of Q3 2026.
  • Atticus Wealth Management sold 961 Procter & Gamble shares in Q3 2026, an estimated $141K.
  • Procter & Gamble made up 0.17% of Atticus Wealth Management's portfolio in Q3 2026, its #78 holding.
  • Atticus Wealth Management first reported a position in Procter & Gamble in Q4 2019 and has held it in 28 quarters since.
  • Atticus Wealth Management's Procter & Gamble position peaked at $1.33M in Q4 2022.
  • 2,609 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on Atticus Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.