Beacon Pointe Advisors’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $31.5M | Sell |
214,501
-70,038
| -25% | -$10.2M | 0.15% | 144 |
|
|
2026
Q1 | $41.1M | Buy |
284,539
+120,850
| +74% | +$18.3M | 0.22% | 101 |
|
|
2025
Q4 | $23.5M | Sell |
163,689
-35,448
| -18% | -$5.23M | 0.16% | 136 |
|
|
2025
Q3 | $30.6M | Sell |
199,137
-155,419
| -44% | -$24.3M | 0.26% | 86 |
|
|
2025
Q2 | $56.5M | Sell |
354,556
-25,590
| -7% | -$4.18M | 0.59% | 33 |
|
|
2025
Q1 | $64.8M | Buy |
380,146
+34,424
| +10% | +$5.77M | 0.73% | 28 |
|
|
2024
Q4 | $58M | Buy |
345,722
+6,610
| +2% | +$1.13M | 0.64% | 30 |
|
|
2024
Q3 | $58.7M | Sell |
339,112
-34,960
| -9% | -$5.93M | 0.68% | 28 |
|
|
2024
Q2 | $61.7M | Sell |
374,072
-25,643
| -6% | -$4.19M | 0.73% | 26 |
|
|
2024
Q1 | $64.9M | Sell |
399,715
-22,961
| -5% | -$3.6M | 0.72% | 28 |
|
|
2023
Q4 | $61.9M | Sell |
422,676
-26,204
| -6% | -$3.88M | 0.74% | 23 |
|
|
2023
Q3 | $65.5M | Buy |
448,880
+253,271
| +129% | +$38.7M | 0.82% | 21 |
|
|
2023
Q2 | $29.7M | Sell |
195,609
-172,918
| -47% | -$26.1M | 0.48% | 45 |
|
|
2023
Q1 | $54.8M | Buy |
368,527
+157,408
| +75% | +$22.5M | 0.93% | 13 |
|
|
2022
Q4 | $32M | Sell |
211,119
-2,938
| -1% | -$412K | 0.62% | 32 |
|
|
2022
Q3 | $27.1M | Buy |
214,057
+11,683
| +6% | +$1.66M | 0.61% | 32 |
|
|
2022
Q2 | $29.1M | Sell |
202,374
-36,677
| -15% | -$5.51M | 0.61% | 32 |
|
|
2022
Q1 | $36.5M | Buy |
239,051
+118,351
| +98% | +$18.5M | 0.5% | 39 |
|
|
2021
Q4 | $19.7M | Sell |
120,700
-2,895
| -2% | -$430K | 0.51% | 42 |
|
|
2021
Q3 | $17.3M | Buy |
123,595
+36,834
| +42% | +$5.22M | 0.43% | 58 |
|
|
2021
Q2 | $11.7M | Buy |
86,761
+67,697
| +355% | +$9.16M | 0.41% | 57 |
|
|
2021
Q1 | $2.58M | Sell |
19,064
-7,838
| -29% | -$1.02M | 0.16% | 117 |
|
|
2020
Q4 | $3.75M | Buy |
26,902
+13,780
| +105% | +$1.93M | 0.26% | 85 |
|
|
2020
Q3 | $1.82M | Sell |
13,122
-1,486
| -10% | -$197K | 0.18% | 111 |
|
|
2020
Q2 | $1.75M | Buy |
14,608
+6,617
| +83% | +$772K | 0.17% | 110 |
|
|
2020
Q1 | $877K | Buy |
7,991
+3,579
| +81% | +$430K | 0.14% | 137 |
|
|
2019
Q4 | $549K | Buy |
4,412
+2,629
| +147% | +$322K | 0.17% | 122 |
|
|
2019
Q3 | $222K | Sell |
1,783
-3,821
| -68% | -$451K | 0.1% | 158 |
|
|
2019
Q2 | $611K | Sell |
5,604
-19,953
| -78% | -$2.13M | 0.22% | 107 |
|
|
2019
Q1 | $2.66M | Buy |
25,557
+20,614
| +417% | +$2.01M | 1% | 26 |
|
|
2018
Q4 | $453K | Buy |
+4,943
| New | +$442K | 0.28% | 98 |
|
Other funds holding PG
Beacon Pointe Advisors's PG Position: Q2 2026 in Review
Beacon Pointe Advisors reduced its Procter & Gamble (PG) stake by 25% in Q2 2026, selling an estimated $10.2M and leaving 214,501 shares worth $31.5M. The position accounts for 0.15% of the portfolio, ranked #144.
Beacon Pointe Advisors first reported a position in PG in Q4 2018 and has held it in 31 quarters since. The position peaked at $65.5M in Q3 2023. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.
- Beacon Pointe Advisors held 214,501 shares of Procter & Gamble worth $31.5M as of Q2 2026.
- Beacon Pointe Advisors sold 70,038 Procter & Gamble shares in Q2 2026, an estimated $10.2M.
- Procter & Gamble made up 0.15% of Beacon Pointe Advisors's portfolio in Q2 2026, its #144 holding.
- Beacon Pointe Advisors first reported a position in Procter & Gamble in Q4 2018 and has held it in 31 quarters since.
- Beacon Pointe Advisors's Procter & Gamble position peaked at $65.5M in Q3 2023.
- 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.
Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.