Everpar Advisors’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
$789K Sell
5,383
-140
-3% -$20.4K 0.22% 93
2026
Q1
$798K Buy
5,523
+397
+8% +$60.2K 0.27% 77
2025
Q4
$735K Sell
5,126
-783
-13% -$115K 0.27% 74
2025
Q3
$908K Sell
5,909
-352
-6% -$55K 0.36% 58
2025
Q2
$998K Sell
6,261
-294
-4% -$48K 0.45% 38
2025
Q1
$1.12M Buy
6,555
+34
+0.5% +$5.7K 0.59% 35
2024
Q4
$1.09M Buy
6,521
+31
+0.5% +$5.28K 0.55% 33
2024
Q3
$1.12M Sell
6,490
-921
-12% -$156K 0.58% 34
2024
Q2
$1.22M Buy
7,411
+1,377
+23% +$225K 0.61% 33
2024
Q1
$979K Sell
6,034
-3,891
-39% -$610K 0.6% 36
2023
Q4
$1.45M Buy
+9,925
New +$1.47M 0.68% 24

Other funds holding PG

Everpar Advisors's PG Position: Q2 2026 in Review

Everpar Advisors reduced its Procter & Gamble (PG) stake by 2.5% in Q2 2026, selling an estimated $20.4K and leaving 5,383 shares worth $789K. The position accounts for 0.22% of the portfolio, ranked #93.

Everpar Advisors first reported a position in PG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.45M in Q4 2023. 761 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Everpar Advisors held 5,383 shares of Procter & Gamble worth $789K as of Q2 2026.
  • Everpar Advisors sold 140 Procter & Gamble shares in Q2 2026, an estimated $20.4K.
  • Procter & Gamble made up 0.22% of Everpar Advisors's portfolio in Q2 2026, its #93 holding.
  • Everpar Advisors first reported a position in Procter & Gamble in Q4 2023 and has held it in 11 quarters since.
  • Everpar Advisors's Procter & Gamble position peaked at $1.45M in Q4 2023.
  • 761 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.