Gradient Capital Advisors
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Gradient Capital Advisors’s Procter & Gamble PG Stock Holding History

Gradient Capital 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 		$259K Hold
1,781
– – 0.06% 154
2026
Q2 		$261K Hold
1,781
– – 0.06% 154
2026
Q1 		$257K Hold
1,781
– – 0.07% 150
2025
Q4 		$255K Sell
1,781
-71
-4% -$10.5K 0.07% 152
2025
Q3 		$285K Buy
1,852
+31
+2% +$4.84K 0.08% 138
2025
Q2 		$290K Buy
1,821
+32
+2% +$5.22K 0.09% 133
2025
Q1 		$305K Buy
1,789
+9
+0.5% +$1.51K 0.1% 124
2024
Q4 		$298K Buy
1,780
+25
+1% +$4.26K 0.1% 122
2024
Q3 		$304K Buy
1,755
+14
+0.8% +$2.38K 0.1% 122
2024
Q2 		$287K Hold
1,741
– – 0.1% 123
2024
Q1 		$282K Sell
1,741
-112
-6% -$17.6K 0.1% 125
2023
Q4 		$271K Sell
1,853
-47
-2% -$6.96K 0.1% 126
2023
Q3 		$277K Buy
1,900
+60
+3% +$9.16K 0.12% 122
2023
Q2 		$279K Buy
1,840
+86
+5% +$13K 0.11% 124
2023
Q1 		$261K Buy
1,754
+68
+4% +$9.7K 0.11% 125
2022
Q4 		$256K Sell
1,686
-413
-20% -$57.9K 0.12% 121
2022
Q3 		$265K Buy
2,099
+46
+2% +$6.54K 0.13% 107
2022
Q2 		$295K Sell
2,053
-79
-4% -$11.9K 0.14% 98
2022
Q1 		$326K Hold
2,132
– – 0.14% 98
2021
Q4 		$349K Buy
2,132
+34
+2% +$5.05K 0.15% 93
2021
Q3 		$293K Buy
2,098
+97
+5% +$13.7K 0.13% 96
2021
Q2 		$270K Buy
2,001
+114
+6% +$15.4K 0.13% 100
2021
Q1 		$256K Buy
1,887
+110
+6% +$14.4K 0.14% 97
2020
Q4 		$247K Hold
1,777
– – 0.14% 95
2020
Q3 		$247K Sell
1,777
-332
-16% -$44.1K 0.15% 90
2020
Q2 		$252K Buy
+2,109
New +$246K 0.17% 86
2020
Q1 		– Sell
-1,776
Closed -$222K – 96
2019
Q4 		$222K Buy
+1,776
New +$217K 0.15% 89

Other funds holding PG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Gradient Capital Advisors's PG Position: Q3 2026 in Review

Gradient Capital Advisors held its Procter & Gamble (PG) position steady in Q3 2026 at 1,781 shares worth $259K. The position accounts for 0.06% of the portfolio, ranked #154.

Gradient Capital Advisors first reported a position in PG in Q4 2019 and has held it in 27 quarters since. The position peaked at $349K in Q4 2021. 2,487 funds tracked by Wall St. Rank hold PG as of Q3 2026.

  • Gradient Capital Advisors held 1,781 shares of Procter & Gamble worth $259K as of Q3 2026.
  • Gradient Capital Advisors left its Procter & Gamble share count unchanged in Q3 2026.
  • Procter & Gamble made up 0.06% of Gradient Capital Advisors's portfolio in Q3 2026, its #154 holding.
  • Gradient Capital Advisors first reported a position in Procter & Gamble in Q4 2019 and has held it in 27 quarters since.
  • Gradient Capital Advisors's Procter & Gamble position peaked at $349K in Q4 2021.
  • 2,487 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on Gradient Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.