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Goldstein Advisors’s Procter & Gamble PG Stock Holding History

Goldstein 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
Q3 		$254K Buy
+1,751
New +$257K 0.02% 205
2023
Q1 		– Sell
-5,165
Closed -$783K – 167
2022
Q4 		$783K Buy
+5,165
New +$724K 0.19% 55

Other funds holding PG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Goldstein Advisors's PG Position: Q3 2026 in Review

Goldstein Advisors opened a new position in Procter & Gamble (PG) in Q3 2026: 1,751 shares worth $254K. The stake represents 0.02% of the portfolio and ranks #205 among its holdings. This is a return to the name: Goldstein Advisors previously reported a position in PG as recently as Q4 2022.

Goldstein Advisors first reported a position in PG in Q4 2022 and has held it in 2 quarters since. The position peaked at $783K in Q4 2022. 708 funds tracked by Wall St. Rank hold PG as of Q3 2026.

  • Goldstein Advisors held 1,751 shares of Procter & Gamble worth $254K as of Q3 2026.
  • Procter & Gamble was a new Goldstein Advisors position in Q3 2026.
  • Procter & Gamble made up 0.02% of Goldstein Advisors's portfolio in Q3 2026, its #205 holding.
  • Goldstein Advisors first reported a position in Procter & Gamble in Q4 2022 and has held it in 2 quarters since.
  • Goldstein Advisors's Procter & Gamble position peaked at $783K in Q4 2022.
  • 708 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on Goldstein Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.