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Beacon Pointe Advisors’s Procter & Gamble PG Stock Holding History

Beacon Pointe 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
2024
Q2 		– Sell
-500
Closed -$81.1K – 1361
2024
Q1 		$81.1K Buy
+500
New +$78.4K ﹤0.01% 1316

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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. 4,031 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.
  • 4,031 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.