Clearstead Advisors’s Procter & Gamble PG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$220K Buy
+1,500
New +$218K ﹤0.01% 1034

Other funds holding PG

Clearstead Advisors's PG Position: Q2 2026 in Review

Clearstead Advisors reduced its Procter & Gamble (PG) stake by 7.9% in Q2 2026, selling an estimated $2.47M and leaving 197,251 shares worth $28.9M. The position accounts for 0.27% of the portfolio, ranked #78.

Clearstead Advisors first reported a position in PG in Q4 2016 and has held it in 39 quarters since. The position peaked at $38.3M in Q3 2024. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Clearstead Advisors held 197,251 shares of Procter & Gamble worth $28.9M as of Q2 2026.
  • Clearstead Advisors sold 16,937 Procter & Gamble shares in Q2 2026, an estimated $2.47M.
  • Procter & Gamble made up 0.27% of Clearstead Advisors's portfolio in Q2 2026, its #78 holding.
  • Clearstead Advisors first reported a position in Procter & Gamble in Q4 2016 and has held it in 39 quarters since.
  • Clearstead Advisors's Procter & Gamble position peaked at $38.3M in Q3 2024.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.