Barry Investment Advisors’s Procter & Gamble PG Stock Holding History

Barry Investment Advisors’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	$570K	Buy	3,888 +18	+0.5%	+$2.62K	0.12%	54
2026 Q1	$559K	Sell	3,870 -789	-17%	-$120K	0.12%	58
2025 Q4	$668K	Sell	4,659 -486	-9%	-$71.7K	0.15%	53
2025 Q3	$790K	Sell	5,145 -1,849	-26%	-$289K	0.18%	54
2025 Q2	$1.11M	Buy	6,994 +2,816	+67%	+$460K	0.28%	50
2025 Q1	$712K	Buy	4,178 +16	+0.4%	+$2.68K	0.19%	56
2024 Q4	$698K	Sell	4,162 -27	-0.6%	-$4.6K	0.22%	55
2024 Q3	$726K	Sell	4,189 -71	-2%	-$12.1K	0.22%	55
2024 Q2	$703K	Sell	4,260 -20	-0.5%	-$3.27K	0.24%	55
2024 Q1	$695K	Sell	4,280 -152	-3%	-$23.8K	0.23%	55
2023 Q4	$650K	Sell	4,432 -189	-4%	-$28K	0.22%	56
2023 Q3	$674K	Buy	4,621 +17	+0.4%	+$2.6K	0.24%	60
2023 Q2	$699K	Sell	4,604 -92	-2%	-$13.9K	0.24%	64
2023 Q1	$698K	Buy	4,696 +19	+0.4%	+$2.72K	0.23%	65
2022 Q4	$709K	Buy	4,677 +22	+0.5%	+$3.08K	0.22%	64
2022 Q3	$588K	Buy	4,655 +18	+0.4%	+$2.56K	0.2%	63
2022 Q2	$667K	Buy	4,637 +44	+1%	+$6.61K	0.2%	67
2022 Q1	$702K	Buy	4,593 +25	+0.5%	+$3.91K	0.19%	67
2021 Q4	$747K	Sell	4,568 -88	-2%	-$13.1K	0.2%	58
2021 Q3	$651K	Buy	4,656 +506	+12%	+$71.7K	0.18%	61
2021 Q2	$560K	Buy	4,150 +26	+0.6%	+$3.52K	0.15%	69
2021 Q1	$559K	Buy	4,124 +4	+0.1%	+$522	0.15%	67
2020 Q4	$573K	Buy	4,120 +22	+0.5%	+$3.08K	0.17%	56
2020 Q3	$570K	Buy	4,098 +23	+0.6%	+$3.05K	0.2%	49
2020 Q2	$487K	Buy	4,075 +523	+15%	+$61K	0.17%	48
2020 Q1	$391K	Buy	3,552 +140	+4%	+$16.8K	0.19%	45
2019 Q4	$426K	Buy	3,412 +555	+19%	+$67.9K	0.15%	50
2019 Q3	$355K	Buy	2,857 +18	+0.6%	+$2.13K	0.13%	48
2019 Q2	$311K	Buy	2,839 +17	+0.6%	+$1.81K	0.11%	53
2019 Q1	$294K	Buy	2,822 +20	+0.7%	+$1.95K	0.09%	59
2018 Q4	$258K	Buy	2,802 +21	+0.8%	+$1.88K	0.1%	64
2018 Q3	$231K	Buy	2,781 +25	+0.9%	+$2.04K	0.08%	66
2018 Q2	$215K	Buy	+2,756	New	+$207K	0.08%	67
2015 Q1	–	Sell	-6,793	Closed	-$619K	–	81
2014 Q4	$619K	Buy	+6,793	New	+$598K	0.2%	48

Other funds holding PG

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

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

Barry Investment Advisors's PG Position: Q2 2026 in Review

Barry Investment Advisors increased its Procter & Gamble (PG) stake by 0.47% in Q2 2026, buying an estimated $2.62K and bringing the position to 3,888 shares worth $570K. The position accounts for 0.12% of the portfolio, ranked #54.

Barry Investment Advisors first reported a position in PG in Q4 2014 and has held it in 34 quarters since. The position peaked at $1.11M in Q2 2025. 1,371 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Barry Investment Advisors held 3,888 shares of Procter & Gamble worth $570K as of Q2 2026.
Barry Investment Advisors bought 18 Procter & Gamble shares in Q2 2026, an estimated $2.62K.
Procter & Gamble made up 0.12% of Barry Investment Advisors's portfolio in Q2 2026, its #54 holding.
Barry Investment Advisors first reported a position in Procter & Gamble in Q4 2014 and has held it in 34 quarters since.
Barry Investment Advisors's Procter & Gamble position peaked at $1.11M in Q2 2025.
1,371 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Barry Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.