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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
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% +$9.95K 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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Atticus Wealth Management's PG Position: Q2 2026 in Review

Atticus Wealth Management reduced its Procter & Gamble (PG) stake by 15% in Q2 2026, selling an estimated $166K and leaving 6,395 shares worth $938K. The position accounts for 0.22% of the portfolio, ranked #72.

Atticus Wealth Management first reported a position in PG in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.33M in Q4 2022. 744 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Atticus Wealth Management held 6,395 shares of Procter & Gamble worth $938K as of Q2 2026.
  • Atticus Wealth Management sold 1,142 Procter & Gamble shares in Q2 2026, an estimated $166K.
  • Procter & Gamble made up 0.22% of Atticus Wealth Management's portfolio in Q2 2026, its #72 holding.
  • Atticus Wealth Management first reported a position in Procter & Gamble in Q4 2019 and has held it in 27 quarters since.
  • Atticus Wealth Management's Procter & Gamble position peaked at $1.33M in Q4 2022.
  • 744 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.