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

Clarity 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 		$276K Sell
1,881
-155
-8% -$22.6K 0.05% 98
2026
Q1 		$294K Sell
2,036
-138
-6% -$20.9K 0.06% 88
2025
Q4 		$312K Sell
2,174
-112
-5% -$16.5K 0.06% 86
2025
Q3 		$351K Sell
2,286
-188
-8% -$29.4K 0.08% 78
2025
Q2 		$394K Sell
2,474
-385
-13% -$62.8K 0.1% 73
2025
Q1 		$487K Sell
2,859
-537
-16% -$89.9K 0.14% 57
2024
Q4 		$569K Sell
3,396
-5
-0.1% -$852 0.16% 55
2024
Q3 		$589K Buy
3,401
+173
+5% +$29.4K 0.17% 51
2024
Q2 		$532K Sell
3,228
-66
-2% -$10.8K 0.17% 51
2024
Q1 		$534K Buy
3,294
+156
+5% +$24.5K 0.18% 48
2023
Q4 		$460K Hold
3,138
– – 0.17% 53
2023
Q3 		$458K Hold
3,138
– – 0.21% 45
2023
Q2 		$476K Sell
3,138
-512
-14% -$77.2K 0.21% 45
2023
Q1 		$543K Sell
3,650
-320
-8% -$45.7K 0.28% 41
2022
Q4 		$602K Hold
3,970
– – 0.35% 39
2022
Q3 		$501K Sell
3,970
-394
-9% -$56K 0.3% 39
2022
Q2 		$627K Sell
4,364
-682
-14% -$103K 0.36% 37
2022
Q1 		$771K Sell
5,046
-205
-4% -$32.1K 0.37% 36
2021
Q4 		$858K Buy
5,251
+93
+2% +$13.8K 0.4% 37
2021
Q3 		$721K Sell
5,158
-345
-6% -$48.9K 0.36% 41
2021
Q2 		$742K Hold
5,503
– – 0.39% 39
2021
Q1 		$745K Sell
5,503
-544
-9% -$71K 0.42% 39
2020
Q4 		$841K Sell
6,047
-239
-4% -$33.4K 0.51% 37
2020
Q3 		$873K Sell
6,286
-352
-5% -$46.7K 0.63% 33
2020
Q2 		$793K Sell
6,638
-218
-3% -$25.4K 0.63% 36
2020
Q1 		$754K Sell
6,856
-63
-0.9% -$7.56K 0.78% 27
2019
Q4 		$864K Buy
+6,919
New +$847K 0.73% 29

Other funds holding PG

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Clarity Wealth Advisors reduced its Procter & Gamble (PG) stake by 7.6% in Q2 2026, selling an estimated $22.6K and leaving 1,881 shares worth $276K. The position accounts for 0.05% of the portfolio, ranked #98.

Clarity Wealth Advisors first reported a position in PG in Q4 2019 and has held it in 27 quarters since. The position peaked at $873K in Q3 2020. 1,982 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Clarity Wealth Advisors held 1,881 shares of Procter & Gamble worth $276K as of Q2 2026.
  • Clarity Wealth Advisors sold 155 Procter & Gamble shares in Q2 2026, an estimated $22.6K.
  • Procter & Gamble made up 0.05% of Clarity Wealth Advisors's portfolio in Q2 2026, its #98 holding.
  • Clarity Wealth Advisors first reported a position in Procter & Gamble in Q4 2019 and has held it in 27 quarters since.
  • Clarity Wealth Advisors's Procter & Gamble position peaked at $873K in Q3 2020.
  • 1,982 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Clarity Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.