Aventura Private Wealth’s Procter & Gamble PG Stock Holding History

Aventura Private 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	$620K	Sell	4,226 -857	-17%	-$125K	0.19%	83
2026 Q1	$734K	Buy	5,083 +575	+13%	+$87.2K	0.27%	70
2025 Q4	$646K	Sell	4,508 -921	-17%	-$136K	0.23%	78
2025 Q3	$834K	Buy	5,429 +57	+1%	+$8.9K	0.31%	58
2025 Q2	$856K	Buy	5,372 +29	+0.5%	+$4.73K	0.37%	56
2025 Q1	$911K	Sell	5,343 -12	-0.2%	-$2.01K	0.48%	46
2024 Q4	$898K	Buy	+5,355	New	+$912K	0.48%	46

Other funds holding PG

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

Aventura Private Wealth's PG Position: Q2 2026 in Review

Aventura Private Wealth reduced its Procter & Gamble (PG) stake by 17% in Q2 2026, selling an estimated $125K and leaving 4,226 shares worth $620K. The position accounts for 0.19% of the portfolio, ranked #83.

Aventura Private Wealth first reported a position in PG in Q4 2024 and has held it in 7 quarters since. The position peaked at $911K in Q1 2025. 1,104 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Aventura Private Wealth held 4,226 shares of Procter & Gamble worth $620K as of Q2 2026.
Aventura Private Wealth sold 857 Procter & Gamble shares in Q2 2026, an estimated $125K.
Procter & Gamble made up 0.19% of Aventura Private Wealth's portfolio in Q2 2026, its #83 holding.
Aventura Private Wealth first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
Aventura Private Wealth's Procter & Gamble position peaked at $911K in Q1 2025.
1,104 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

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