Envestnet Asset Management’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 | $513M | Sell |
3,501,551
-25,189
| -0.7% | -$3.67M | 0.12% | 143 |
|
|
2026
Q1 | $509M | Buy |
3,526,740
+622,786
| +21% | +$94.4M | 0.14% | 129 |
|
|
2025
Q4 | $416M | Sell |
2,903,954
-413,961
| -12% | -$61M | 0.12% | 139 |
|
|
2025
Q3 | $510M | Sell |
3,317,915
-140,605
| -4% | -$22M | 0.15% | 115 |
|
|
2025
Q2 | $551M | Buy |
3,458,520
+60,034
| +2% | +$9.8M | 0.16% | 112 |
|
|
2025
Q1 | $579M | Buy |
3,398,486
+268,128
| +9% | +$44.9M | 0.19% | 93 |
|
|
2024
Q4 | $525M | Buy |
3,130,358
+11,076
| +0.4% | +$1.89M | 0.17% | 108 |
|
|
2024
Q3 | $540M | Sell |
3,119,282
-133,187
| -4% | -$22.6M | 0.17% | 99 |
|
|
2024
Q2 | $536M | Buy |
3,252,469
+7,013
| +0.2% | +$1.15M | 0.19% | 92 |
|
|
2024
Q1 | $527M | Buy |
3,245,456
+283,261
| +10% | +$44.4M | 0.2% | 91 |
|
|
2023
Q4 | $434M | Sell |
2,962,195
-82,096
| -3% | -$12.2M | 0.18% | 108 |
|
|
2023
Q3 | $444M | Buy |
3,044,291
+793,500
| +35% | +$121M | 0.2% | 91 |
|
|
2023
Q2 | $342M | Buy |
2,250,791
+127,681
| +6% | +$19.2M | 0.15% | 111 |
|
|
2023
Q1 | $316M | Buy |
2,123,110
+16,050
| +0.8% | +$2.29M | 0.15% | 110 |
|
|
2022
Q4 | $319M | Buy |
2,107,060
+73,201
| +4% | +$10.3M | 0.17% | 108 |
|
|
2022
Q3 | $257M | Buy |
2,033,859
+74,405
| +4% | +$10.6M | 0.15% | 120 |
|
|
2022
Q2 | $282M | Buy |
1,959,454
+156,803
| +9% | +$23.6M | 0.16% | 114 |
|
|
2022
Q1 | $275M | Sell |
1,802,651
-219,674
| -11% | -$34.4M | 0.14% | 127 |
|
|
2021
Q4 | $331M | Buy |
2,022,325
+27,167
| +1% | +$4.03M | 0.16% | 112 |
|
|
2021
Q3 | $279M | Buy |
1,995,158
+93,995
| +5% | +$13.3M | 0.15% | 116 |
|
|
2021
Q2 | $257M | Buy |
1,901,163
+105,916
| +6% | +$14.3M | 0.15% | 122 |
|
|
2021
Q1 | $243M | Buy |
1,795,247
+151,917
| +9% | +$19.8M | 0.16% | 113 |
|
|
2020
Q4 | $229M | Buy |
1,643,330
+56,075
| +4% | +$7.84M | 0.17% | 99 |
|
|
2020
Q3 | $221M | Buy |
1,587,255
+85,571
| +6% | +$11.4M | 0.2% | 84 |
|
|
2020
Q2 | $180M | Buy |
1,501,684
+64,205
| +4% | +$7.49M | 0.18% | 97 |
|
|
2020
Q1 | $158M | Buy |
1,437,479
+209,465
| +17% | +$25.1M | 0.19% | 91 |
|
|
2019
Q4 | $153M | Buy |
1,228,014
+215,136
| +21% | +$26.3M | 0.16% | 108 |
|
|
2019
Q3 | $126M | Sell |
1,012,878
-64,242
| -6% | -$7.59M | 0.14% | 122 |
|
|
2019
Q2 | $118M | Buy |
1,077,120
+18,995
| +2% | +$2.02M | 0.15% | 111 |
|
|
2019
Q1 | $110M | Buy |
1,058,125
+101,997
| +11% | +$9.93M | 0.15% | 104 |
|
|
2018
Q4 | $87.9M | Buy |
956,128
+788,382
| +470% | +$70.5M | 0.14% | 117 |
|
|
2018
Q3 | $14M | Sell |
167,746
-105,829
| -39% | -$8.66M | 0.02% | 252 |
|
|
2018
Q2 | $21.4M | Buy |
273,575
+142,076
| +108% | +$10.7M | 0.05% | 181 |
|
|
2018
Q1 | $10.3M | Sell |
131,499
-289,629
| -69% | -$24.1M | 0.03% | 219 |
|
|
2017
Q4 | $38.7M | Buy |
421,128
+31,564
| +8% | +$2.84M | 0.09% | 121 |
|
|
2017
Q3 | $35.4M | Sell |
389,564
-61,148
| -14% | -$5.57M | 0.08% | 120 |
|
|
2017
Q2 | $39.3M | Buy |
450,712
+8,021
| +2% | +$707K | 0.11% | 114 |
|
|
2017
Q1 | $39.8M | Buy |
442,691
+24,988
| +6% | +$2.22M | 0.13% | 109 |
|
|
2016
Q4 | $35.1M | Buy |
417,703
+9,273
| +2% | +$790K | 0.13% | 109 |
|
|
2016
Q3 | $36.7M | Sell |
408,430
-31,564
| -7% | -$2.74M | 0.14% | 117 |
|
|
2016
Q2 | $37.3M | Buy |
439,994
+6,197
| +1% | +$509K | 0.15% | 121 |
|
|
2016
Q1 | $35.7M | Sell |
433,797
-1,553
| -0.4% | -$125K | 0.15% | 112 |
|
|
2015
Q4 | $34.6M | Buy |
435,350
+48,984
| +13% | +$3.74M | 0.16% | 123 |
|
|
2015
Q3 | $27.8M | Buy |
386,366
+37,385
| +11% | +$2.8M | 0.14% | 130 |
|
|
2015
Q2 | $27.3M | Sell |
348,981
-47,703
| -12% | -$3.84M | 0.13% | 154 |
|
|
2015
Q1 | $32.5M | Buy |
396,684
+382,903
| +2,778% | +$32.9M | 0.17% | 129 |
|
|
2014
Q4 | $1.25M | Sell |
13,781
-1,880
| -12% | -$165K | 0.01% | 482 |
|
|
2014
Q3 | $1.31M | Buy |
15,661
+2,688
| +21% | +$220K | 0.01% | 506 |
|
|
2014
Q2 | $1.02M | Buy |
12,973
+1,816
| +16% | +$146K | 0.01% | 541 |
|
|
2014
Q1 | $899K | Buy |
11,157
+1,156
| +12% | +$91.1K | 0.01% | 496 |
|
|
2013
Q4 | $814K | Sell |
10,001
-1,532
| -13% | -$125K | 0.01% | 501 |
|
|
2013
Q3 | $872K | Sell |
11,533
-1,990
| -15% | -$158K | 0.01% | 455 |
|
|
2013
Q2 | $1.04M | Buy |
+13,523
| New | +$1.06M | 0.01% | 401 |
|
Other funds holding PG
Envestnet Asset Management's PG Position: Q2 2026 in Review
Envestnet Asset Management reduced its Procter & Gamble (PG) stake by 0.71% in Q2 2026, selling an estimated $3.67M and leaving 3,501,551 shares worth $513M. The position accounts for 0.12% of the portfolio, ranked #143.
Envestnet Asset Management first reported a position in PG in Q2 2013 and has held it in 53 quarters since. The position peaked at $579M in Q1 2025. 3,994 funds tracked by Wall St. Rank hold PG as of Q2 2026.
- Envestnet Asset Management held 3,501,551 shares of Procter & Gamble worth $513M as of Q2 2026.
- Envestnet Asset Management sold 25,189 Procter & Gamble shares in Q2 2026, an estimated $3.67M.
- Procter & Gamble made up 0.12% of Envestnet Asset Management's portfolio in Q2 2026, its #143 holding.
- Envestnet Asset Management first reported a position in Procter & Gamble in Q2 2013 and has held it in 53 quarters since.
- Envestnet Asset Management's Procter & Gamble position peaked at $579M in Q1 2025.
- 3,994 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.
Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.