CAWM
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Capital Advisors Wealth Management’s Procter & Gamble PG Stock Holding History

Capital Advisors Wealth Management’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 		$992K Buy
6,765
+1,332
+25% +$194K 0.12% 103
2026
Q1 		$785K Buy
5,433
+281
+5% +$42.6K 0.11% 111
2025
Q4 		$738K Buy
5,152
+36
+0.7% +$5.31K 0.1% 105
2025
Q3 		$786K Buy
5,116
+488
+11% +$76.2K 0.11% 94
2025
Q2 		$737K Buy
4,628
+322
+7% +$52.6K 0.12% 94
2025
Q1 		$734K Buy
4,306
+57
+1% +$9.55K 0.13% 80
2024
Q4 		$712K Sell
4,249
-56
-1% -$9.54K 0.13% 77
2024
Q3 		$746K Buy
4,305
+109
+3% +$18.5K 0.14% 77
2024
Q2 		$692K Buy
4,196
+156
+4% +$25.5K 0.14% 72
2024
Q1 		$656K Sell
4,040
-35
-0.9% -$5.49K 0.14% 73
2023
Q4 		$597K Buy
4,075
+46
+1% +$6.81K 0.14% 72
2023
Q3 		$588K Buy
4,029
+94
+2% +$14.4K 0.15% 73
2023
Q2 		$597K Buy
3,935
+208
+6% +$31.4K 0.15% 74
2023
Q1 		$554K Buy
3,727
+139
+4% +$19.9K 0.15% 75
2022
Q4 		$544K Buy
3,588
+334
+10% +$46.8K 0.16% 66
2022
Q3 		$411K Buy
3,254
+87
+3% +$12.4K 0.14% 80
2022
Q2 		$455K Buy
3,167
+137
+5% +$20.6K 0.15% 72
2022
Q1 		$463K Buy
3,030
+1,545
+104% +$242K 0.14% 73
2021
Q4 		$243K Sell
1,485
-3,454
-70% -$513K 0.07% 105
2021
Q3 		$691K Buy
4,939
+647
+15% +$91.7K 0.24% 55
2021
Q2 		$579K Buy
4,292
+461
+12% +$62.4K 0.21% 55
2021
Q1 		$519K Buy
+3,831
New +$500K 0.22% 57

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Capital Advisors Wealth Management's PG Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its Procter & Gamble (PG) stake by 25% in Q2 2026, buying an estimated $194K and bringing the position to 6,765 shares worth $992K. The position accounts for 0.12% of the portfolio, ranked #103.

Capital Advisors Wealth Management first reported a position in PG in Q1 2021 and has held it in 22 quarters since. 1,184 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Capital Advisors Wealth Management held 6,765 shares of Procter & Gamble worth $992K as of Q2 2026.
  • Capital Advisors Wealth Management bought 1,332 Procter & Gamble shares in Q2 2026, an estimated $194K.
  • Procter & Gamble made up 0.12% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #103 holding.
  • Capital Advisors Wealth Management first reported a position in Procter & Gamble in Q1 2021 and has held it in 22 quarters since.
  • 1,184 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.