Avidian Wealth Enterprises’s Procter & Gamble PG Stock Holding History

Avidian Wealth Enterprises’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	$2.95M	Buy	20,323 +288	+1%	+$42.2K	0.08%	160
2026 Q2	$2.94M	Buy	20,035 +1,563	+8%	+$227K	0.08%	154
2026 Q1	$2.67M	Buy	18,472 +1,791	+11%	+$272K	0.08%	152
2025 Q4	$2.39M	Sell	16,681 -361	-2%	-$53.2K	0.09%	123
2025 Q3	$2.62M	Buy	17,042 +584	+4%	+$91.2K	0.1%	112
2025 Q2	$2.62M	Sell	16,458 -38	-0.2%	-$6.2K	0.11%	101
2025 Q1	$2.81M	Buy	16,496 +482	+3%	+$80.7K	0.13%	101
2024 Q4	$2.68M	Buy	16,014 +25	+0.2%	+$4.26K	0.12%	103
2024 Q3	$2.77M	Buy	15,989 +86	+0.5%	+$14.6K	0.13%	94
2024 Q2	$2.62M	Sell	15,903 -400	-2%	-$65.4K	0.11%	102
2024 Q1	$2.65M	Sell	16,303 -189	-1%	-$29.6K	0.13%	92
2023 Q4	$2.42M	Buy	16,492 +171	+1%	+$25.3K	0.15%	94
2023 Q3	$2.38M	Sell	16,321 -1,062	-6%	-$162K	0.17%	93
2023 Q2	$2.64M	Sell	17,383 -19,570	-53%	-$2.95M	0.17%	95
2023 Q1	$5.49M	Buy	36,953 +847	+2%	+$121K	0.3%	69
2022 Q4	$5.47M	Buy	36,106 +5,337	+17%	+$748K	0.36%	62
2022 Q3	$3.88M	Sell	30,769 -580	-2%	-$82.4K	0.28%	66
2022 Q2	$4.51M	Buy	31,349 +316	+1%	+$47.5K	0.32%	63
2022 Q1	$4.74M	Sell	31,033 -958	-3%	-$150K	0.29%	67
2021 Q4	$5.23M	Buy	31,991 +3,668	+13%	+$545K	0.33%	59
2021 Q3	$3.96M	Buy	28,323 +2,695	+11%	+$382K	0.3%	57
2021 Q2	$3.46M	Buy	25,628 +821	+3%	+$111K	0.27%	62
2021 Q1	$3.36M	Buy	24,807 +871	+4%	+$114K	0.29%	58
2020 Q4	$3.33M	Buy	23,936 +2,742	+13%	+$383K	0.32%	52
2020 Q3	$2.95M	Buy	21,194 +1,783	+9%	+$237K	0.33%	54
2020 Q2	$2.32M	Buy	19,411 +1,638	+9%	+$191K	0.31%	55
2020 Q1	$1.96M	Buy	17,773 +10,088	+131%	+$1.21M	0.31%	44
2019 Q4	$960K	Buy	7,685 +238	+3%	+$29.1K	0.14%	67
2019 Q3	$926K	Buy	7,447 +2,319	+45%	+$274K	0.15%	62
2019 Q2	$562K	Buy	5,128 +446	+10%	+$47.5K	0.13%	63
2019 Q1	$487K	Buy	4,682 +12	+0.3%	+$1.17K	0.11%	68
2018 Q4	$429K	Buy	+4,670	New	+$417K	0.15%	48

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

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

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

Avidian Wealth Enterprises's PG Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Procter & Gamble (PG) stake by 1.4% in Q3 2026, buying an estimated $42.2K and bringing the position to 20,323 shares worth $2.95M. The position accounts for 0.08% of the portfolio, ranked #160.

Avidian Wealth Enterprises first reported a position in PG in Q4 2018 and has held it in 32 quarters since. The position peaked at $5.49M in Q1 2023. 215 funds tracked by Wall St. Rank hold PG as of Q3 2026.

Avidian Wealth Enterprises held 20,323 shares of Procter & Gamble worth $2.95M as of Q3 2026.
Avidian Wealth Enterprises bought 288 Procter & Gamble shares in Q3 2026, an estimated $42.2K.
Procter & Gamble made up 0.08% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #160 holding.
Avidian Wealth Enterprises first reported a position in Procter & Gamble in Q4 2018 and has held it in 32 quarters since.
Avidian Wealth Enterprises's Procter & Gamble position peaked at $5.49M in Q1 2023.
215 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.