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GoalVest Advisory’s Procter & Gamble PG Stock Holding History

GoalVest Advisory’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 		$1.36M Sell
9,298
-33
-0.4% -$4.8K 0.25% 53
2026
Q1 		$1.35M Sell
9,331
-485
-5% -$73.5K 0.26% 66
2025
Q4 		$1.41M Sell
9,816
-1,511
-13% -$223K 0.27% 61
2025
Q3 		$1.74M Buy
11,327
+888
+9% +$139K 0.37% 44
2025
Q2 		$1.66M Buy
10,439
+221
+2% +$36.1K 0.41% 42
2025
Q1 		$1.74M Buy
10,218
+1,637
+19% +$274K 0.48% 39
2024
Q4 		$1.44M Buy
8,581
+114
+1% +$19.4K 0.39% 42
2024
Q3 		$1.47M Buy
8,467
+308
+4% +$52.3K 0.42% 43
2024
Q2 		$1.35M Sell
8,159
-799
-9% -$131K 0.43% 40
2024
Q1 		$1.45M Buy
8,958
+856
+11% +$134K 0.48% 34
2023
Q4 		$1.19M Buy
8,102
+887
+12% +$131K 0.52% 27
2023
Q3 		$1.05M Buy
7,215
+292
+4% +$44.6K 0.53% 29
2023
Q2 		$1.05M Sell
6,923
-4,463
-39% -$673K 0.54% 27
2023
Q1 		$1.69M Sell
11,386
-7,733
-40% -$1.11M 0.99% 15
2022
Q4 		$2.9M Sell
19,119
-5,987
-24% -$839K 1.87% 10
2022
Q3 		$3.17M Buy
25,106
+11,224
+81% +$1.59M 2.22% 10
2022
Q2 		$2.01M Buy
13,882
+7,402
+114% +$1.11M 1.27% 19
2022
Q1 		$990K Buy
+6,480
New +$1.01M 0.56% 46
2021
Q2 		$767K Sell
5,688
-1,171
-17% -$158K 0.48% 56
2021
Q1 		$929K Buy
6,859
+6,421
+1,466% +$838K 0.69% 45
2020
Q4 		$61K Buy
+438
New +$61.2K 0.05% 107

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
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
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

GoalVest Advisory's PG Position: Q2 2026 in Review

GoalVest Advisory reduced its Procter & Gamble (PG) stake by 0.35% in Q2 2026, selling an estimated $4.8K and leaving 9,298 shares worth $1.36M. The position accounts for 0.25% of the portfolio, ranked #53.

GoalVest Advisory first reported a position in PG in Q4 2020 and has held it in 21 quarters since. The position peaked at $3.17M in Q3 2022. 1,371 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • GoalVest Advisory held 9,298 shares of Procter & Gamble worth $1.36M as of Q2 2026.
  • GoalVest Advisory sold 33 Procter & Gamble shares in Q2 2026, an estimated $4.8K.
  • Procter & Gamble made up 0.25% of GoalVest Advisory's portfolio in Q2 2026, its #53 holding.
  • GoalVest Advisory first reported a position in Procter & Gamble in Q4 2020 and has held it in 21 quarters since.
  • GoalVest Advisory's Procter & Gamble position peaked at $3.17M in Q3 2022.
  • 1,371 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.