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

CogentBlue 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 Q3	–	Sell	-1,699	Closed	-$249K	–	89
2026 Q2	$249K	Sell	1,699 -118	-6%	-$17.2K	0.14%	81
2026 Q1	$262K	Buy	+1,817	New	+$275K	0.18%	58
2025 Q4	–	Sell	-1,777	Closed	-$273K	–	79
2025 Q3	$273K	Sell	1,777 -154	-8%	-$24.1K	0.19%	60
2025 Q2	$308K	Buy	1,931 +411	+27%	+$67.1K	0.24%	54
2025 Q1	$259K	Buy	+1,520	New	+$255K	0.23%	53

Other funds holding PG

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

QPBE

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

HHAA

Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

CogentBlue Wealth Advisors's PG Position: Q3 2026 in Review

CogentBlue Wealth Advisors sold out of Procter & Gamble (PG) in Q3 2026, closing a stake of 1,699 shares — an estimated $249K sold.

CogentBlue Wealth Advisors first reported a position in PG in Q1 2025 and held it in 5 quarters. The position peaked at $308K in Q2 2025. 215 funds tracked by Wall St. Rank hold PG as of Q3 2026.

CogentBlue Wealth Advisors reported no remaining Procter & Gamble position as of Q3 2026 after selling out during the quarter.
CogentBlue Wealth Advisors sold 1,699 Procter & Gamble shares in Q3 2026, an estimated $249K.
CogentBlue Wealth Advisors first reported a position in Procter & Gamble in Q1 2025 and held it in 5 quarters.
CogentBlue Wealth Advisors's Procter & Gamble position peaked at $308K in Q2 2025.
215 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on CogentBlue Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.