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Blue Zone Wealth Advisors’s Procter & Gamble PG Stock Holding History

Blue Zone Wealth 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 		$613K Hold
4,177
– – 0.11% 74
2026
Q1 		$603K Buy
4,177
+9
+0.2% +$1.36K 0.12% 75
2025
Q4 		$597K Hold
4,168
– – 0.11% 89
2025
Q3 		$640K Buy
4,168
+359
+9% +$56.1K 0.13% 79
2025
Q2 		$607K Sell
3,809
-63
-2% -$10.3K 0.15% 68
2025
Q1 		$660K Sell
3,872
-75
-2% -$12.6K 0.18% 69
2024
Q4 		$662K Buy
3,947
+101
+3% +$17.2K 0.19% 70
2024
Q3 		$666K Buy
3,846
+37
+1% +$6.28K 0.21% 66
2024
Q2 		$628K Sell
3,809
-60
-2% -$9.81K 0.22% 64
2024
Q1 		$628K Buy
3,869
+60
+2% +$9.41K 0.22% 62
2023
Q4 		$558K Hold
3,809
– – 0.22% 59
2023
Q3 		$556K Hold
3,809
– – 0.24% 60
2023
Q2 		$578K Buy
3,809
+40
+1% +$6.03K 0.27% 57
2023
Q1 		$560K Sell
3,769
-124
-3% -$17.7K 0.3% 55
2022
Q4 		$590K Hold
3,893
– – 0.32% 55
2022
Q3 		$491K Sell
3,893
-8
-0.2% -$1.14K 0.25% 64
2022
Q2 		$561K Sell
3,901
-32
-0.8% -$4.81K 0.25% 63
2022
Q1 		$601K Sell
3,933
-72
-2% -$11.3K 0.22% 66
2021
Q4 		$655K Buy
4,005
+112
+3% +$16.6K 0.22% 67
2021
Q3 		$544K Sell
3,893
-71
-2% -$10.1K 0.19% 73
2021
Q2 		$535K Buy
3,964
+36
+0.9% +$4.87K 0.2% 68
2021
Q1 		$532K Sell
3,928
-173
-4% -$22.6K 0.23% 64
2020
Q4 		$571K Sell
4,101
-107
-3% -$15K 0.28% 54
2020
Q3 		$585K Buy
4,208
+89
+2% +$11.8K 0.33% 49
2020
Q2 		$493K Buy
4,119
+25
+0.6% +$2.92K 0.28% 46
2020
Q1 		$450K Buy
4,094
+82
+2% +$9.84K 0.42% 27
2019
Q4 		$501K Buy
+4,012
New +$491K 0.32% 31

Other funds holding PG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Blue Zone Wealth Advisors's PG Position: Q2 2026 in Review

Blue Zone Wealth Advisors held its Procter & Gamble (PG) position steady in Q2 2026 at 4,177 shares worth $613K. The position accounts for 0.11% of the portfolio, ranked #74.

Blue Zone Wealth Advisors first reported a position in PG in Q4 2019 and has held it in 27 quarters since. The position peaked at $666K in Q3 2024. 761 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Blue Zone Wealth Advisors held 4,177 shares of Procter & Gamble worth $613K as of Q2 2026.
  • Blue Zone Wealth Advisors left its Procter & Gamble share count unchanged in Q2 2026.
  • Procter & Gamble made up 0.11% of Blue Zone Wealth Advisors's portfolio in Q2 2026, its #74 holding.
  • Blue Zone Wealth Advisors first reported a position in Procter & Gamble in Q4 2019 and has held it in 27 quarters since.
  • Blue Zone Wealth Advisors's Procter & Gamble position peaked at $666K in Q3 2024.
  • 761 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.