FAG
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Fortitude Advisory Group’s Procter & Gamble PG Stock Holding History

Fortitude Advisory 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 		$790K Buy
5,387
+184
+4% +$26.8K 0.3% 72
2026
Q1 		$751K Buy
5,203
+136
+3% +$20.6K 0.34% 57
2025
Q4 		$726K Buy
5,067
+75
+2% +$11.1K 0.31% 52
2025
Q3 		$767K Buy
4,992
+166
+3% +$25.9K 0.41% 43
2025
Q2 		$769K Buy
4,826
+35
+0.7% +$5.71K 0.44% 44
2025
Q1 		$797K Buy
4,791
+42
+0.9% +$7.04K 0.57% 34
2024
Q4 		$796K Sell
4,749
-712
-13% -$121K 0.48% 40
2024
Q3 		$946K Sell
5,461
-8
-0.1% -$1.36K 0.6% 30
2024
Q2 		$902K Sell
5,469
-129
-2% -$21.1K 0.54% 30
2024
Q1 		$908K Sell
5,598
-616
-10% -$96.6K 0.51% 33
2023
Q4 		$911K Buy
6,214
+400
+7% +$59.2K 0.55% 32
2023
Q3 		$848K Buy
5,814
+43
+0.7% +$6.57K 0.57% 32
2023
Q2 		$876K Buy
5,771
+113
+2% +$17K 0.64% 34
2023
Q1 		$841K Buy
5,658
+30
+0.5% +$4.29K 0.65% 30
2022
Q4 		$853K Buy
5,628
+24
+0.4% +$3.36K 0.73% 29
2022
Q3 		$708K Buy
5,604
+188
+3% +$26.7K 0.67% 34
2022
Q2 		$779K Sell
5,416
-102
-2% -$15.3K 0.71% 33
2022
Q1 		$843K Buy
5,518
+398
+8% +$62.3K 0.45% 36
2021
Q4 		$838K Buy
+5,120
New +$760K 0.42% 39

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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Fortitude Advisory Group's PG Position: Q2 2026 in Review

Fortitude Advisory Group increased its Procter & Gamble (PG) stake by 3.5% in Q2 2026, buying an estimated $26.8K and bringing the position to 5,387 shares worth $790K. The position accounts for 0.3% of the portfolio, ranked #72.

Fortitude Advisory Group first reported a position in PG in Q4 2021 and has held it in 19 quarters since. The position peaked at $946K in Q3 2024. 1,650 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Fortitude Advisory Group held 5,387 shares of Procter & Gamble worth $790K as of Q2 2026.
  • Fortitude Advisory Group bought 184 Procter & Gamble shares in Q2 2026, an estimated $26.8K.
  • Procter & Gamble made up 0.3% of Fortitude Advisory Group's portfolio in Q2 2026, its #72 holding.
  • Fortitude Advisory Group first reported a position in Procter & Gamble in Q4 2021 and has held it in 19 quarters since.
  • Fortitude Advisory Group's Procter & Gamble position peaked at $946K in Q3 2024.
  • 1,650 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.