Centerline Wealth Advisors’s Procter & Gamble PG Stock Holding History

Centerline 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	$280K	Hold	1,907	–	–	0.09%	66
2026 Q1	$275K	Hold	1,907	–	–	0.1%	60
2025 Q4	$273K	Buy	1,907 +1	+0.1%	+$147	0.1%	51
2025 Q3	$293K	Hold	1,906	–	–	0.13%	38
2025 Q2	$304K	Sell	1,906 -76	-4%	-$12.4K	0.15%	34
2025 Q1	$338K	Sell	1,982 -120	-6%	-$20.1K	0.2%	28
2024 Q4	$352K	Buy	+2,102	New	+$358K	0.21%	26

Other funds holding PG

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Centerline Wealth Advisors's PG Position: Q2 2026 in Review

Centerline Wealth Advisors held its Procter & Gamble (PG) position steady in Q2 2026 at 1,907 shares worth $280K. The position accounts for 0.09% of the portfolio, ranked #66.

Centerline Wealth Advisors first reported a position in PG in Q4 2024 and has held it in 7 quarters since. The position peaked at $352K in Q4 2024. 1,375 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Centerline Wealth Advisors held 1,907 shares of Procter & Gamble worth $280K as of Q2 2026.
Centerline Wealth Advisors left its Procter & Gamble share count unchanged in Q2 2026.
Procter & Gamble made up 0.09% of Centerline Wealth Advisors's portfolio in Q2 2026, its #66 holding.
Centerline Wealth Advisors first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
Centerline Wealth Advisors's Procter & Gamble position peaked at $352K in Q4 2024.
1,375 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Centerline Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.