CAIM
PG icon

Catherine Avery Investment Management’s Procter & Gamble PG Stock Holding History

Catherine Avery Investment 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
Q3 		$15.8K Hold
109
– – 0.01% 103
2026
Q2 		$16K Hold
109
– – 0.01% 100
2026
Q1 		$15.7K Hold
109
– – 0.01% 81
2025
Q4 		$15.6K Hold
109
– – 0.01% 88
2025
Q3 		$16.7K Hold
109
– – 0.01% 90
2025
Q2 		$17.4K Hold
109
– – 0.01% 88
2025
Q1 		$18.6K Sell
109
-100
-48% -$16.7K 0.02% 83
2024
Q4 		$35K Buy
+209
New +$35.6K 0.03% 67

Other funds holding PG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Catherine Avery Investment Management's PG Position: Q3 2026 in Review

Catherine Avery Investment Management held its Procter & Gamble (PG) position steady in Q3 2026 at 109 shares worth $15.8K. The position accounts for 0.01% of the portfolio, ranked #103.

Catherine Avery Investment Management first reported a position in PG in Q4 2024 and has held it in 8 quarters since. The position peaked at $35K in Q4 2024. 697 funds tracked by Wall St. Rank hold PG as of Q3 2026.

  • Catherine Avery Investment Management held 109 shares of Procter & Gamble worth $15.8K as of Q3 2026.
  • Catherine Avery Investment Management left its Procter & Gamble share count unchanged in Q3 2026.
  • Procter & Gamble made up 0.01% of Catherine Avery Investment Management's portfolio in Q3 2026, its #103 holding.
  • Catherine Avery Investment Management first reported a position in Procter & Gamble in Q4 2024 and has held it in 8 quarters since.
  • Catherine Avery Investment Management's Procter & Gamble position peaked at $35K in Q4 2024.
  • 697 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on Catherine Avery Investment Management's 13F filing for Q3 2026, filed 14 Oct 2026.