CIM
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Contravisory Investment Management’s Procter & Gamble PG Stock Holding History

Contravisory Investment Management’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 		$210K Sell
1,433
-77
-5% -$11.2K 0.04% 209
2026
Q1 		$218K Buy
1,510
+77
+5% +$11.7K 0.04% 203
2025
Q4 		$205K Hold
1,433
– – 0.04% 224
2025
Q3 		$220K Hold
1,433
– – 0.04% 237
2025
Q2 		$228K Sell
1,433
-6
-0.4% -$979 0.04% 235
2025
Q1 		$245K Hold
1,439
– – 0.05% 217
2024
Q4 		$241K Buy
1,439
+6
+0.4% +$1.02K 0.05% 206
2024
Q3 		$248K Sell
1,433
-2,081
-59% -$353K 0.05% 197
2024
Q2 		$580K Sell
3,514
-93
-3% -$15.2K 0.13% 104
2024
Q1 		$585K Sell
3,607
-40,080
-92% -$6.29M 0.13% 104
2023
Q4 		$6.4M Sell
43,687
-11
-0% -$1.63K 1.57% 35
2023
Q3 		$6.37M Sell
43,698
-1,322
-3% -$202K 1.8% 24
2023
Q2 		$6.83M Buy
45,020
+1,069
+2% +$161K 1.81% 26
2023
Q1 		$6.54M Buy
43,951
+161
+0.4% +$23K 1.84% 26
2022
Q4 		$6.64M Buy
43,790
+1,090
+3% +$153K 1.84% 21
2022
Q3 		$5.39M Buy
42,700
+265
+0.6% +$37.6K 1.8% 28
2022
Q2 		$6.1M Buy
42,435
+41,002
+2,861% +$6.16M 1.98% 18
2022
Q1 		$219K Hold
1,433
– – 0.06% 179
2021
Q4 		$234K Hold
1,433
– – 0.06% 179
2021
Q3 		$200K Hold
1,433
– – 0.06% 175
2021
Q2 		$193K Sell
1,433
-38,848
-96% -$5.26M 0.06% 177
2021
Q1 		$5.46M Sell
40,281
-1,329
-3% -$173K 1.71% 30
2020
Q4 		$5.79M Buy
41,610
+259
+0.6% +$36.2K 1.8% 26
2020
Q3 		$5.75M Buy
41,351
+1,045
+3% +$139K 1.96% 24
2020
Q2 		$4.76M Buy
40,306
+282
+0.7% +$32.9K 1.75% 29
2020
Q1 		$4.4M Buy
40,024
+834
+2% +$100K 1.95% 21
2019
Q4 		$4.89M Buy
39,190
+163
+0.4% +$19.9K 1.79% 24
2019
Q3 		$4.85M Sell
39,027
-520
-1% -$61.4K 1.84% 22
2019
Q2 		$4.34M Buy
39,547
+38,095
+2,624% +$4.06M 1.68% 28
2019
Q1 		$151K Buy
1,452
+1,433
+7,542% +$139K 0.06% 152
2018
Q4 		$2K Hold
19
– – ﹤0.01% 271
2018
Q3 		$2K Buy
+19
New +$1.55K ﹤0.01% 268
2018
Q1 		– Sell
-5
Closed – – 422
2017
Q4 		$0 Sell
5
-195
-98% -$17.5K ﹤0.01% 503
2017
Q3 		$18K Buy
+200
New +$18.2K 0.01% 234
2016
Q3 		– Sell
-31
Closed -$3K – 314
2016
Q2 		$3K Hold
31
– – ﹤0.01% 144
2016
Q1 		$3K Buy
+31
New +$2.5K ﹤0.01% 138

Other funds holding PG

Assenagon Asset Management
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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Contravisory Investment Management's PG Position: Q2 2026 in Review

Contravisory Investment Management reduced its Procter & Gamble (PG) stake by 5.1% in Q2 2026, selling an estimated $11.2K and leaving 1,433 shares worth $210K. The position accounts for 0.04% of the portfolio, ranked #209.

Contravisory Investment Management first reported a position in PG in Q1 2016 and has held it in 36 quarters since. The position peaked at $6.83M in Q2 2023. 1,371 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Contravisory Investment Management held 1,433 shares of Procter & Gamble worth $210K as of Q2 2026.
  • Contravisory Investment Management sold 77 Procter & Gamble shares in Q2 2026, an estimated $11.2K.
  • Procter & Gamble made up 0.04% of Contravisory Investment Management's portfolio in Q2 2026, its #209 holding.
  • Contravisory Investment Management first reported a position in Procter & Gamble in Q1 2016 and has held it in 36 quarters since.
  • Contravisory Investment Management's Procter & Gamble position peaked at $6.83M in Q2 2023.
  • 1,371 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Contravisory Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.