Fortune Financial Advisors’s Procter & Gamble PG Stock Holding History

Fortune Financial 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
2026 Q2	$413K	Buy	2,816 +1	+0%	+$146	0.18%	114
2026 Q1	$407K	Sell	2,815 -485	-15%	-$73.5K	0.21%	100
2025 Q4	$473K	Buy	3,300 +5	+0.2%	+$737	0.32%	64
2025 Q3	$506K	Sell	3,295 -75	-2%	-$11.7K	0.38%	61
2025 Q2	$537K	Buy	3,370 +210	+7%	+$34.3K	0.43%	60
2025 Q1	$539K	Buy	3,160 +142	+5%	+$23.8K	0.46%	57
2024 Q4	$506K	Buy	3,018 +4	+0.1%	+$681	0.46%	57
2024 Q3	$522K	Sell	3,014 -38,871	-93%	-$6.6M	0.47%	59
2024 Q2	$6.91M	Buy	41,885 +2,192	+6%	+$358K	4.23%	3
2024 Q1	$6.44M	Buy	39,693 +6,392	+19%	+$1M	4.08%	3
2023 Q4	$4.88M	Sell	33,301 -188	-0.6%	-$27.8K	3.41%	3
2023 Q3	$4.88M	Buy	33,489 +927	+3%	+$142K	3.74%	3
2023 Q2	$4.94M	Buy	+32,562	New	+$4.91M	3.71%	3

Other funds holding PG

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Fortune Financial Advisors's PG Position: Q2 2026 in Review

Fortune Financial Advisors increased its Procter & Gamble (PG) stake by 0.04% in Q2 2026, buying an estimated $146 and bringing the position to 2,816 shares worth $413K. The position accounts for 0.18% of the portfolio, ranked #114.

Fortune Financial Advisors first reported a position in PG in Q2 2023 and has held it in 13 quarters since. The position peaked at $6.91M in Q2 2024. 1,982 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Fortune Financial Advisors held 2,816 shares of Procter & Gamble worth $413K as of Q2 2026.
Fortune Financial Advisors bought 1 Procter & Gamble share in Q2 2026, an estimated $146.
Procter & Gamble made up 0.18% of Fortune Financial Advisors's portfolio in Q2 2026, its #114 holding.
Fortune Financial Advisors first reported a position in Procter & Gamble in Q2 2023 and has held it in 13 quarters since.
Fortune Financial Advisors's Procter & Gamble position peaked at $6.91M in Q2 2024.
1,982 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Fortune Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.