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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
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% +$9.72K 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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Gradient Capital Advisors's PG Position: Q2 2026 in Review

Gradient Capital Advisors held its Procter & Gamble (PG) position steady in Q2 2026 at 1,781 shares worth $261K. 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 26 quarters since. The position peaked at $349K in Q4 2021. 761 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Gradient Capital Advisors held 1,781 shares of Procter & Gamble worth $261K as of Q2 2026.
  • Gradient Capital Advisors left its Procter & Gamble share count unchanged in Q2 2026.
  • Procter & Gamble made up 0.06% of Gradient Capital Advisors's portfolio in Q2 2026, its #154 holding.
  • Gradient Capital Advisors first reported a position in Procter & Gamble in Q4 2019 and has held it in 26 quarters since.
  • Gradient Capital Advisors's Procter & Gamble position peaked at $349K in Q4 2021.
  • 761 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.