Gradient Investments’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $39.2M | Buy |
267,216
+16,950
| +7% | +$2.47M | 0.54% | 56 |
|
|
2026
Q1 | $36.1M | Sell |
250,266
-2,823
| -1% | -$428K | 0.56% | 57 |
|
|
2025
Q4 | $36.3M | Buy |
253,089
+28,777
| +13% | +$4.24M | 0.58% | 55 |
|
|
2025
Q3 | $34.5M | Buy |
224,312
+8,524
| +4% | +$1.33M | 0.58% | 58 |
|
|
2025
Q2 | $34.4M | Sell |
215,788
-37,538
| -15% | -$6.13M | 0.63% | 49 |
|
|
2025
Q1 | $43.2M | Buy |
253,326
+18,535
| +8% | +$3.1M | 0.87% | 35 |
|
|
2024
Q4 | $39.4M | Buy |
234,791
+16,921
| +8% | +$2.88M | 0.8% | 33 |
|
|
2024
Q3 | $37.7M | Sell |
217,870
-9,004
| -4% | -$1.53M | 0.79% | 36 |
|
|
2024
Q2 | $37.4M | Buy |
226,874
+15,852
| +8% | +$2.59M | 0.84% | 33 |
|
|
2024
Q1 | $34.2M | Buy |
211,022
+97,824
| +86% | +$15.3M | 0.79% | 32 |
|
|
2023
Q4 | $16.6M | Buy |
113,198
+8,668
| +8% | +$1.28M | 0.4% | 87 |
|
|
2023
Q3 | $15.2M | Buy |
104,530
+6,078
| +6% | +$928K | 0.4% | 85 |
|
|
2023
Q2 | $14.9M | Buy |
98,452
+514
| +0.5% | +$77.5K | 0.38% | 92 |
|
|
2023
Q1 | $14.6M | Buy |
97,938
+23,960
| +32% | +$3.43M | 0.4% | 87 |
|
|
2022
Q4 | $11.2M | Sell |
73,978
-6,056
| -8% | -$849K | 0.35% | 96 |
|
|
2022
Q3 | $10.1M | Buy |
80,034
+5,982
| +8% | +$850K | 0.31% | 101 |
|
|
2022
Q2 | $10.6M | Sell |
74,052
-108,541
| -59% | -$16.3M | 0.31% | 98 |
|
|
2022
Q1 | $27.9M | Sell |
182,593
-30,713
| -14% | -$4.8M | 0.72% | 32 |
|
|
2021
Q4 | $34.9M | Buy |
213,306
+20,376
| +11% | +$3.03M | 0.88% | 24 |
|
|
2021
Q3 | $27M | Buy |
192,930
+16,107
| +9% | +$2.28M | 0.76% | 27 |
|
|
2021
Q2 | $23.9M | Buy |
176,823
+5,725
| +3% | +$775K | 0.7% | 26 |
|
|
2021
Q1 | $23.2M | Buy |
171,098
+140,984
| +468% | +$18.4M | 0.75% | 25 |
|
|
2020
Q4 | $4.19M | Sell |
30,114
-127
| -0.4% | -$17.8K | 0.18% | 123 |
|
|
2020
Q3 | $4.2M | Buy |
30,241
+3,674
| +14% | +$488K | 0.18% | 124 |
|
|
2020
Q2 | $3.18M | Buy |
26,567
+3,514
| +15% | +$410K | 0.14% | 126 |
|
|
2020
Q1 | $2.54M | Buy |
23,053
+2,456
| +12% | +$295K | 0.14% | 117 |
|
|
2019
Q4 | $2.57M | Sell |
20,597
-10,116
| -33% | -$1.24M | 0.11% | 119 |
|
|
2019
Q3 | $3.82M | Buy |
30,713
+5,121
| +20% | +$605K | 0.19% | 104 |
|
|
2019
Q2 | $2.81M | Buy |
25,592
+11,640
| +83% | +$1.24M | 0.14% | 105 |
|
|
2019
Q1 | $1.45M | Buy |
13,952
+1,838
| +15% | +$179K | 0.09% | 100 |
|
|
2018
Q4 | $1.11M | Buy |
12,114
+138
| +1% | +$12.3K | 0.07% | 126 |
|
|
2018
Q3 | $997K | Buy |
11,976
+6,755
| +129% | +$552K | 0.05% | 163 |
|
|
2018
Q2 | $408K | Buy |
5,221
+902
| +21% | +$67.9K | 0.02% | 205 |
|
|
2018
Q1 | $342K | Sell |
4,319
-5
| -0.1% | -$417 | 0.02% | 207 |
|
|
2017
Q4 | $397K | Buy |
4,324
+909
| +27% | +$81.8K | 0.02% | 209 |
|
|
2017
Q3 | $311K | Buy |
3,415
+483
| +16% | +$44K | 0.02% | 210 |
|
|
2017
Q2 | $256K | Sell |
2,932
-66,609
| -96% | -$5.87M | 0.02% | 207 |
|
|
2017
Q1 | $6.25M | Buy |
69,541
+9,966
| +17% | +$884K | 0.48% | 54 |
|
|
2016
Q4 | $5.01M | Buy |
59,575
+56,613
| +1,911% | +$4.83M | 0.44% | 70 |
|
|
2016
Q3 | $266K | Buy |
2,962
+756
| +34% | +$65.7K | 0.03% | 170 |
|
|
2016
Q2 | $187K | Sell |
2,206
-277
| -11% | -$22.7K | 0.02% | 179 |
|
|
2016
Q1 | $204K | Buy |
2,483
+270
| +12% | +$21.8K | 0.03% | 173 |
|
|
2015
Q4 | $176K | Sell |
2,213
-725
| -25% | -$55.4K | 0.02% | 177 |
|
|
2015
Q3 | $211K | Buy |
2,938
+400
| +16% | +$30K | 0.03% | 168 |
|
|
2015
Q2 | $199K | Sell |
2,538
-40,383
| -94% | -$3.25M | 0.03% | 171 |
|
|
2015
Q1 | $3.52M | Buy |
42,921
+3,956
| +10% | +$340K | 0.53% | 61 |
|
|
2014
Q4 | $3.55M | Buy |
38,965
+4,520
| +13% | +$398K | 0.58% | 37 |
|
|
2014
Q3 | $2.88M | Buy |
34,445
+4,061
| +13% | +$333K | 0.52% | 43 |
|
|
2014
Q2 | $2.39M | Buy |
30,384
+4,435
| +17% | +$358K | 0.47% | 70 |
|
|
2014
Q1 | $2.09M | Buy |
25,949
+23,676
| +1,042% | +$1.87M | 0.48% | 56 |
|
|
2013
Q4 | $185K | Buy |
2,273
+1,123
| +98% | +$91.5K | 0.05% | 163 |
|
|
2013
Q3 | $87K | Buy |
1,150
+155
| +16% | +$12.3K | 0.03% | 158 |
|
|
2013
Q2 | $77K | Buy |
+995
| New | +$78.1K | 0.03% | 167 |
|
Other funds holding PG
Gradient Investments's PG Position: Q2 2026 in Review
Gradient Investments increased its Procter & Gamble (PG) stake by 6.8% in Q2 2026, buying an estimated $2.47M and bringing the position to 267,216 shares worth $39.2M. The position accounts for 0.54% of the portfolio, ranked #56.
Gradient Investments first reported a position in PG in Q2 2013 and has held it in 53 quarters since. The position peaked at $43.2M in Q1 2025. 3,998 funds tracked by Wall St. Rank hold PG as of Q2 2026.
- Gradient Investments held 267,216 shares of Procter & Gamble worth $39.2M as of Q2 2026.
- Gradient Investments bought 16,950 Procter & Gamble shares in Q2 2026, an estimated $2.47M.
- Procter & Gamble made up 0.54% of Gradient Investments's portfolio in Q2 2026, its #56 holding.
- Gradient Investments first reported a position in Procter & Gamble in Q2 2013 and has held it in 53 quarters since.
- Gradient Investments's Procter & Gamble position peaked at $43.2M in Q1 2025.
- 3,998 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.
Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.