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Doliver Advisors’s Procter & Gamble PG Stock Holding History

Doliver 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
2020
Q4 		– Sell
-1,000
Closed -$4K – 159
2020
Q3 		$4K Buy
+1,000
New +$133K ﹤0.01% 160

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

Doliver Advisors's PG Position: Q2 2026 in Review

Doliver Advisors reduced its Procter & Gamble (PG) stake by 1.1% in Q2 2026, selling an estimated $10.6K and leaving 6,493 shares worth $952K. The position accounts for 0.22% of the portfolio, ranked #73.

Doliver Advisors first reported a position in PG in Q2 2017 and has held it in 37 quarters since. The position peaked at $1.79M in Q2 2022. 1,982 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Doliver Advisors held 6,493 shares of Procter & Gamble worth $952K as of Q2 2026.
  • Doliver Advisors sold 73 Procter & Gamble shares in Q2 2026, an estimated $10.6K.
  • Procter & Gamble made up 0.22% of Doliver Advisors's portfolio in Q2 2026, its #73 holding.
  • Doliver Advisors first reported a position in Procter & Gamble in Q2 2017 and has held it in 37 quarters since.
  • Doliver Advisors's Procter & Gamble position peaked at $1.79M in Q2 2022.
  • 1,982 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Doliver Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.