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Everhart Financial Group’s Procter & Gamble PG Stock Holding History

Everhart Financial 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
Q2 		$4.6M Sell
31,401
-1,710
-5% -$249K 0.29% 43
2026
Q1 		$4.78M Buy
33,111
+8,445
+34% +$1.28M 0.41% 35
2025
Q4 		$3.53M Sell
24,666
-6,603
-21% -$974K 0.33% 38
2025
Q3 		$4.8M Sell
31,269
-1,567
-5% -$245K 0.48% 28
2025
Q2 		$5.23M Buy
32,836
+2,555
+8% +$417K 0.6% 25
2025
Q1 		$5.16M Sell
30,281
-180
-0.6% -$30.1K 0.71% 17
2024
Q4 		$5.11M Sell
30,461
-1,765
-5% -$301K 1.05% 18
2024
Q3 		$5.58M Buy
32,226
+2,837
+10% +$482K 1.24% 11
2024
Q2 		$4.85M Buy
29,389
+6,598
+29% +$1.08M 1.26% 12
2024
Q1 		$3.7M Buy
22,791
+1,508
+7% +$237K 1.08% 17
2023
Q4 		$3.12M Buy
21,283
+150
+0.7% +$22.2K 1.1% 20
2023
Q3 		$3.08M Buy
21,133
+733
+4% +$112K 1.31% 14
2023
Q2 		$3.1M Buy
20,400
+99
+0.5% +$14.9K 1.28% 19
2023
Q1 		$3.02M Buy
20,301
+1,281
+7% +$183K 1.35% 16
2022
Q4 		$2.88M Sell
19,020
-482
-2% -$67.6K 1.45% 18
2022
Q3 		$2.46M Buy
19,502
+553
+3% +$78.6K 1.36% 17
2022
Q2 		$2.73M Sell
18,949
-1,013
-5% -$152K 1.66% 14
2022
Q1 		$3.05M Buy
19,962
+1,725
+9% +$270K 1.76% 13
2021
Q4 		$2.98M Buy
18,237
+1,132
+7% +$168K 1.8% 17
2021
Q3 		$2.39M Buy
17,105
+1,926
+13% +$273K 1.64% 18
2021
Q2 		$2.05M Buy
15,179
+1,896
+14% +$257K 1.41% 19
2021
Q1 		$1.8M Sell
13,283
-2,031
-13% -$265K 1.58% 16
2020
Q4 		$2.13M Buy
+15,314
New +$2.14M 1.97% 15

Other funds holding PG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Everhart Financial Group's PG Position: Q2 2026 in Review

Everhart Financial Group reduced its Procter & Gamble (PG) stake by 5.2% in Q2 2026, selling an estimated $249K and leaving 31,401 shares worth $4.6M. The position accounts for 0.29% of the portfolio, ranked #43.

Everhart Financial Group first reported a position in PG in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.58M in Q3 2024. 761 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Everhart Financial Group held 31,401 shares of Procter & Gamble worth $4.6M as of Q2 2026.
  • Everhart Financial Group sold 1,710 Procter & Gamble shares in Q2 2026, an estimated $249K.
  • Procter & Gamble made up 0.29% of Everhart Financial Group's portfolio in Q2 2026, its #43 holding.
  • Everhart Financial Group first reported a position in Procter & Gamble in Q4 2020 and has held it in 23 quarters since.
  • Everhart Financial Group's Procter & Gamble position peaked at $5.58M in Q3 2024.
  • 761 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.