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Buttonwood Financial Advisors’s Procter & Gamble PG Stock Holding History

Buttonwood Financial 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 		$697K Sell
4,755
-34
-0.7% -$4.95K 0.21% 73
2026
Q1 		$692K Sell
4,789
-562
-11% -$85.2K 0.23% 67
2025
Q4 		$767K Sell
5,351
-364
-6% -$53.7K 0.26% 61
2025
Q3 		$878K Sell
5,715
-793
-12% -$124K 0.3% 55
2025
Q2 		$1.04M Sell
6,508
-436
-6% -$71.2K 0.42% 46
2025
Q1 		$1.18M Sell
6,944
-151
-2% -$25.3K 0.52% 37
2024
Q4 		$1.19M Sell
7,095
-307
-4% -$52.3K 0.52% 41
2024
Q3 		$1.28M Sell
7,402
-103
-1% -$17.5K 0.56% 41
2024
Q2 		$1.24M Sell
7,505
-1,329
-15% -$217K 0.58% 39
2024
Q1 		$1.43M Sell
8,834
-415
-4% -$65.1K 0.67% 40
2023
Q4 		$1.36M Sell
9,249
-516
-5% -$76.4K 0.74% 36
2023
Q3 		$1.42M Buy
9,765
+322
+3% +$49.2K 0.9% 34
2023
Q2 		$1.43M Buy
9,443
+1,053
+13% +$159K 0.9% 31
2023
Q1 		$1.25M Sell
8,390
-84
-1% -$12K 0.97% 28
2022
Q4 		$1.28M Sell
8,474
-740
-8% -$104K 1.08% 26
2022
Q3 		$1.16M Sell
9,214
-290
-3% -$41.2K 1.05% 27
2022
Q2 		$1.37M Buy
9,504
+2,135
+29% +$321K 1.23% 25
2022
Q1 		$1.13M Buy
7,369
+2,094
+40% +$328K 1.02% 33
2021
Q4 		$863K Buy
+5,275
New +$783K 0.84% 37

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

Buttonwood Financial Advisors's PG Position: Q2 2026 in Review

Buttonwood Financial Advisors reduced its Procter & Gamble (PG) stake by 0.71% in Q2 2026, selling an estimated $4.95K and leaving 4,755 shares worth $697K. The position accounts for 0.21% of the portfolio, ranked #73.

Buttonwood Financial Advisors first reported a position in PG in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.43M in Q1 2024. 1,049 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Buttonwood Financial Advisors held 4,755 shares of Procter & Gamble worth $697K as of Q2 2026.
  • Buttonwood Financial Advisors sold 34 Procter & Gamble shares in Q2 2026, an estimated $4.95K.
  • Procter & Gamble made up 0.21% of Buttonwood Financial Advisors's portfolio in Q2 2026, its #73 holding.
  • Buttonwood Financial Advisors first reported a position in Procter & Gamble in Q4 2021 and has held it in 19 quarters since.
  • Buttonwood Financial Advisors's Procter & Gamble position peaked at $1.43M in Q1 2024.
  • 1,049 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Buttonwood Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.