AAS
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Avantax Advisory Services’s Procter & Gamble PG Stock Holding History

Avantax Advisory Services’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 		$35.8M Sell
224,479
-23,900
-10% -$3.9M 0.2% 81
2025
Q1 		$42.3M Buy
248,379
+10,507
+4% +$1.76M 0.26% 58
2024
Q4 		$39.9M Buy
237,872
+18,772
+9% +$3.2M 0.25% 54
2024
Q3 		$37.9M Buy
219,100
+12,809
+6% +$2.17M 0.25% 57
2024
Q2 		$34M Buy
206,291
+37,040
+22% +$6.06M 0.24% 57
2024
Q1 		$27.5M Buy
169,251
+7,465
+5% +$1.17M 0.24% 61
2023
Q4 		$23.7M Buy
161,786
+8,099
+5% +$1.2M 0.24% 61
2023
Q3 		$22.4M Buy
153,687
+8,974
+6% +$1.37M 0.25% 54
2023
Q2 		$22M Buy
144,713
+14,736
+11% +$2.22M 0.25% 60
2023
Q1 		$19.3M Buy
129,977
+16,537
+15% +$2.36M 0.24% 69
2022
Q4 		$17.2M Buy
113,440
+8,630
+8% +$1.21M 0.23% 68
2022
Q3 		$13.2M Buy
104,810
+7,571
+8% +$1.08M 0.2% 76
2022
Q2 		$14M Buy
97,239
+4,976
+5% +$748K 0.21% 75
2022
Q1 		$14.1M Buy
92,263
+3,021
+3% +$473K 0.19% 82
2021
Q4 		$14.6M Buy
89,242
+3,286
+4% +$488K 0.22% 73
2021
Q3 		$12M Buy
85,956
+627
+0.7% +$88.9K 0.2% 82
2021
Q2 		$11.5M Sell
85,329
-661
-0.8% -$89.4K 0.21% 82
2021
Q1 		$11.7M Sell
85,990
-4,218
-5% -$550K 0.25% 68
2020
Q4 		$12.6M Sell
90,208
-102,660
-53% -$14.3M 0.3% 56
2020
Q3 		$26.8M Buy
192,868
+108,892
+130% +$14.5M 0.43% 36
2020
Q2 		$10M Buy
83,976
+4,639
+6% +$541K 0.29% 58
2020
Q1 		$8.73M Buy
79,337
+24,648
+45% +$2.96M 0.26% 62
2019
Q4 		$6.83M Buy
54,689
+8,983
+20% +$1.1M 0.16% 87
2019
Q3 		$5.68M Buy
45,706
+2,911
+7% +$344K 0.23% 56
2019
Q2 		$4.69M Buy
42,795
+3,136
+8% +$334K 0.21% 59
2019
Q1 		$4.13M Buy
39,659
+7,330
+23% +$714K 0.22% 60
2018
Q4 		$2.96M Buy
+32,329
New +$2.89M 0.5% 48

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Avantax Advisory Services's PG Position: Q2 2025 in Review

Avantax Advisory Services reduced its Procter & Gamble (PG) stake by 9.6% in Q2 2025, selling an estimated $3.9M and leaving 224,479 shares worth $35.8M. The position accounts for 0.2% of the portfolio, ranked #81.

Avantax Advisory Services first reported a position in PG in Q4 2018 and has held it in 27 quarters since. The position peaked at $42.3M in Q1 2025. 3,953 funds tracked by Wall St. Rank hold PG as of Q2 2025.

  • Avantax Advisory Services held 224,479 shares of Procter & Gamble worth $35.8M as of Q2 2025.
  • Avantax Advisory Services sold 23,900 Procter & Gamble shares in Q2 2025, an estimated $3.9M.
  • Procter & Gamble made up 0.2% of Avantax Advisory Services's portfolio in Q2 2025, its #81 holding.
  • Avantax Advisory Services first reported a position in Procter & Gamble in Q4 2018 and has held it in 27 quarters since.
  • Avantax Advisory Services's Procter & Gamble position peaked at $42.3M in Q1 2025.
  • 3,953 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.