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Compton Wealth Advisory Group’s Procter & Gamble PG Stock Holding History

Compton Wealth Advisory Group’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 		$434K Sell
3,017
-3,569
-54% -$523K 0.09% 71
2026
Q2 		$971K Sell
6,586
-3
-0% -$437 0.2% 55
2026
Q1 		$949K Sell
6,589
-2,820
-30% -$428K 0.21% 55
2025
Q4 		$1.35M Buy
9,409
+1
+0% +$147 0.29% 54
2025
Q3 		$1.45M Buy
9,408
+960
+11% +$150K 0.33% 51
2025
Q2 		$1.35M Sell
8,448
-509
-6% -$83.1K 0.34% 49
2025
Q1 		$1.53M Sell
8,957
-792
-8% -$133K 0.42% 45
2024
Q4 		$1.63M Buy
9,749
+438
+5% +$74.6K 0.42% 48
2024
Q3 		$1.61M Buy
9,311
+40
+0.4% +$6.79K 0.41% 49
2024
Q2 		$1.53M Buy
9,271
+40
+0.4% +$6.54K 0.41% 48
2024
Q1 		$1.5M Buy
9,231
+261
+3% +$40.9K 0.41% 47
2023
Q4 		$1.31M Buy
8,970
+931
+12% +$138K 0.41% 46
2023
Q3 		$1.17M Hold
8,039
– – 0.4% 47
2023
Q2 		$1.22M Buy
8,039
+1
+0% +$151 0.41% 46
2023
Q1 		$1.2M Buy
+8,038
New +$1.15M 0.41% 46
2021
Q4 		– Sell
-4,532
Closed -$634K – 75
2021
Q3 		$634K Sell
4,532
-171
-4% -$24.2K 0.3% 57
2021
Q2 		$635K Buy
4,703
+248
+6% +$33.6K 0.3% 55
2021
Q1 		$603K Buy
4,455
+1,320
+42% +$172K 0.35% 53
2020
Q4 		$436K Buy
+3,135
New +$438K 0.27% 59

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
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Compton Wealth Advisory Group's PG Position: Q3 2026 in Review

Compton Wealth Advisory Group reduced its Procter & Gamble (PG) stake by 54% in Q3 2026, selling an estimated $523K and leaving 3,017 shares worth $434K. The position accounts for 0.09% of the portfolio, ranked #71.

Compton Wealth Advisory Group first reported a position in PG in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.63M in Q4 2024. 838 funds tracked by Wall St. Rank hold PG as of Q3 2026.

  • Compton Wealth Advisory Group held 3,017 shares of Procter & Gamble worth $434K as of Q3 2026.
  • Compton Wealth Advisory Group sold 3,569 Procter & Gamble shares in Q3 2026, an estimated $523K.
  • Procter & Gamble made up 0.09% of Compton Wealth Advisory Group's portfolio in Q3 2026, its #71 holding.
  • Compton Wealth Advisory Group first reported a position in Procter & Gamble in Q4 2020 and has held it in 19 quarters since.
  • Compton Wealth Advisory Group's Procter & Gamble position peaked at $1.63M in Q4 2024.
  • 838 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on Compton Wealth Advisory Group's 13F filing for Q3 2026, filed 13 Oct 2026.