AFW
PG icon

Avantra Family Wealth’s Procter & Gamble PG Stock Holding History

Avantra Family Wealth’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 		$513K Buy
3,497
+1,719
+97% +$250K 0.33% 96
2026
Q1 		$257K Sell
1,778
-121
-6% -$18.3K 0.19% 143
2025
Q4 		$272K Buy
1,899
+1
+0.1% +$147 0.2% 131
2025
Q3 		$292K Sell
1,898
-25
-1% -$3.9K 0.22% 125
2025
Q2 		$306K Buy
1,923
+60
+3% +$9.79K 0.25% 103
2025
Q1 		$317K Buy
1,863
+1
+0.1% +$167 0.3% 109
2024
Q4 		$312K Buy
+1,862
New +$317K 0.29% 116

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Avantra Family Wealth's PG Position: Q2 2026 in Review

Avantra Family Wealth increased its Procter & Gamble (PG) stake by 97% in Q2 2026, buying an estimated $250K and bringing the position to 3,497 shares worth $513K. The position accounts for 0.33% of the portfolio, ranked #96.

Avantra Family Wealth first reported a position in PG in Q4 2024 and has held it in 7 quarters since. 1,982 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Avantra Family Wealth held 3,497 shares of Procter & Gamble worth $513K as of Q2 2026.
  • Avantra Family Wealth bought 1,719 Procter & Gamble shares in Q2 2026, an estimated $250K.
  • Procter & Gamble made up 0.33% of Avantra Family Wealth's portfolio in Q2 2026, its #96 holding.
  • Avantra Family Wealth first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
  • 1,982 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.