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Avantax Planning Partners’s Procter & Gamble PG Stock Holding History

Avantax Planning Partners’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 		$7.85M Sell
53,525
-379
-0.7% -$55.2K 0.2% 78
2026
Q1 		$7.79M Buy
53,904
+2,423
+5% +$367K 0.21% 76
2025
Q4 		$7.38M Sell
51,481
-1,148
-2% -$169K 0.21% 76
2025
Q3 		$8.09M Buy
52,629
+1,470
+3% +$230K 0.23% 69
2025
Q2 		$8.15M Sell
51,159
-1,055
-2% -$172K 0.26% 67
2025
Q1 		$8.9M Sell
52,214
-2,171
-4% -$364K 0.32% 53
2024
Q4 		$9.12M Buy
54,385
+895
+2% +$152K 0.33% 47
2024
Q3 		$9.26M Sell
53,490
-8,782
-14% -$1.49M 0.33% 48
2024
Q2 		$10.3M Buy
62,272
+2,321
+4% +$379K 0.33% 52
2024
Q1 		$9.73M Buy
59,951
+35,090
+141% +$5.5M 0.32% 54
2023
Q4 		$3.64M Sell
24,861
-3,424
-12% -$507K 0.14% 80
2023
Q3 		$4.13M Sell
28,285
-9,728
-26% -$1.49M 0.17% 70
2023
Q2 		$5.77M Sell
38,013
-1,553
-4% -$234K 0.23% 53
2023
Q1 		$5.88M Sell
39,566
-13,143
-25% -$1.88M 0.24% 50
2022
Q4 		$7.99M Sell
52,709
-262
-0.5% -$36.7K 0.32% 37
2022
Q3 		$6.69M Buy
52,971
+800
+2% +$114K 0.3% 36
2022
Q2 		$7.5M Buy
52,171
+1,306
+3% +$196K 0.32% 36
2022
Q1 		$7.77M Buy
50,865
+748
+1% +$117K 0.31% 35
2021
Q4 		$8.2M Buy
50,117
+3,301
+7% +$490K 0.34% 29
2021
Q3 		$6.54M Buy
46,816
+444
+1% +$62.9K 0.3% 26
2021
Q2 		$6.26M Buy
46,372
+1,267
+3% +$171K 0.29% 27
2021
Q1 		$6.11M Sell
45,105
-2,641
-6% -$345K 0.32% 27
2020
Q4 		$6.64M Sell
47,746
-5,056
-10% -$707K 0.34% 24
2020
Q3 		$7.34M Sell
52,802
-1,778
-3% -$236K 0.39% 20
2020
Q2 		$6.53M Buy
54,580
+3,950
+8% +$461K 0.37% 21
2020
Q1 		$5.57M Buy
50,630
+6,059
+14% +$727K 0.39% 17
2019
Q4 		$5.57M Buy
44,571
+4,779
+12% +$585K 0.33% 22
2019
Q3 		$4.95M Buy
39,792
+311
+0.8% +$36.7K 0.3% 25
2019
Q2 		$4.5M Buy
39,481
+920
+2% +$98.1K 0.29% 28
2019
Q1 		$4.01M Buy
38,561
+3,517
+10% +$342K 0.28% 28
2018
Q4 		$3.22M Sell
35,044
-719
-2% -$64.3K 0.24% 38
2018
Q3 		$2.98M Buy
35,763
+2,512
+8% +$205K 0.24% 33
2018
Q2 		$2.6M Sell
33,251
-1,545
-4% -$116K 0.23% 39
2018
Q1 		$2.76M Buy
34,796
+3,726
+12% +$311K 0.24% 34
2017
Q4 		$2.85M Sell
31,070
-8,295
-21% -$746K 0.26% 32
2017
Q3 		$3.58M Sell
39,365
-2,414
-6% -$220K 0.28% 31
2017
Q2 		$3.64M Buy
41,779
+2,746
+7% +$242K 0.31% 30
2017
Q1 		$3.51M Buy
39,033
+3,336
+9% +$296K 0.31% 28
2016
Q4 		$3M Buy
+35,697
New +$3.04M 0.32% 28

Other funds holding PG

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Avantax Planning Partners's PG Position: Q2 2026 in Review

Avantax Planning Partners reduced its Procter & Gamble (PG) stake by 0.7% in Q2 2026, selling an estimated $55.2K and leaving 53,525 shares worth $7.85M. The position accounts for 0.2% of the portfolio, ranked #78.

Avantax Planning Partners first reported a position in PG in Q4 2016 and has held it in 39 quarters since. The position peaked at $10.3M in Q2 2024. 1,863 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Avantax Planning Partners held 53,525 shares of Procter & Gamble worth $7.85M as of Q2 2026.
  • Avantax Planning Partners sold 379 Procter & Gamble shares in Q2 2026, an estimated $55.2K.
  • Procter & Gamble made up 0.2% of Avantax Planning Partners's portfolio in Q2 2026, its #78 holding.
  • Avantax Planning Partners first reported a position in Procter & Gamble in Q4 2016 and has held it in 39 quarters since.
  • Avantax Planning Partners's Procter & Gamble position peaked at $10.3M in Q2 2024.
  • 1,863 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.