AWM
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Avaii Wealth Management’s Procter & Gamble PG Stock Holding History

Avaii 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 		$256K Sell
1,769
-8
-0.5% -$1.17K 0.07% 152
2026
Q2 		$261K Buy
1,777
+137
+8% +$19.9K 0.08% 148
2026
Q1 		$237K Sell
1,640
-101
-6% -$15.3K 0.08% 144
2025
Q4 		$250K Buy
1,741
+22
+1% +$3.24K 0.09% 132
2025
Q3 		$264K Sell
1,719
-402
-19% -$62.8K 0.1% 118
2025
Q2 		$338K Buy
2,121
+188
+10% +$30.7K 0.15% 87
2025
Q1 		$329K Buy
1,933
+76
+4% +$12.7K 0.18% 81
2024
Q4 		$311K Sell
1,857
-32
-2% -$5.45K 0.15% 90
2024
Q3 		$327K Sell
1,889
-202
-10% -$34.3K 0.17% 88
2024
Q2 		$345K Sell
2,091
-18
-0.9% -$2.94K 0.19% 92
2024
Q1 		$342K Buy
2,109
+54
+3% +$8.47K 0.2% 95
2023
Q4 		$301K Buy
2,055
+343
+20% +$50.8K 0.2% 110
2023
Q3 		$250K Buy
1,712
+61
+4% +$9.32K 0.19% 116
2023
Q2 		$251K Sell
1,651
-15
-0.9% -$2.26K 0.19% 119
2023
Q1 		$248K Sell
1,666
-2
-0.1% -$286 0.22% 110
2022
Q4 		$253K Buy
+1,668
New +$234K 0.23% 105

Other funds holding PG

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

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

Avaii Wealth Management reduced its Procter & Gamble (PG) stake by 0.45% in Q3 2026, selling an estimated $1.17K and leaving 1,769 shares worth $256K. The position accounts for 0.07% of the portfolio, ranked #152.

Avaii Wealth Management first reported a position in PG in Q4 2022 and has held it in 16 quarters since. The position peaked at $345K in Q2 2024. 215 funds tracked by Wall St. Rank hold PG as of Q3 2026.

  • Avaii Wealth Management held 1,769 shares of Procter & Gamble worth $256K as of Q3 2026.
  • Avaii Wealth Management sold 8 Procter & Gamble shares in Q3 2026, an estimated $1.17K.
  • Procter & Gamble made up 0.07% of Avaii Wealth Management's portfolio in Q3 2026, its #152 holding.
  • Avaii Wealth Management first reported a position in Procter & Gamble in Q4 2022 and has held it in 16 quarters since.
  • Avaii Wealth Management's Procter & Gamble position peaked at $345K in Q2 2024.
  • 215 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on Avaii Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.