Gratus Wealth Advisors’s Procter & Gamble PG Stock Holding History

Gratus Wealth 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	$1.41M	Sell	9,603 -1,435	-13%	-$209K	0.18%	43
2026 Q1	$1.59M	Sell	11,038 -2,834	-20%	-$430K	0.23%	36
2025 Q4	$1.99M	Buy	13,872 +172	+1%	+$25.4K	0.28%	31
2025 Q3	$2.11M	Sell	13,700 -46	-0.3%	-$7.18K	0.3%	31
2025 Q2	$2.19M	Buy	13,746 +69	+0.5%	+$11.3K	0.33%	30
2025 Q1	$2.33M	Sell	13,677 -253	-2%	-$42.4K	0.38%	29
2024 Q4	$2.34M	Buy	13,930 +154	+1%	+$26.2K	0.37%	29
2024 Q3	$2.3M	Sell	13,776 -1,115	-7%	-$189K	0.38%	33
2024 Q2	$2.5M	Buy	14,891 +71	+0.5%	+$11.6K	0.43%	30
2024 Q1	$2.33M	Sell	14,820 -50	-0.3%	-$7.84K	0.43%	31
2023 Q4	$2.18M	Buy	+14,870	New	+$2.2M	0.43%	32

Other funds holding PG

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Gratus Wealth Advisors's PG Position: Q2 2026 in Review

Gratus Wealth Advisors reduced its Procter & Gamble (PG) stake by 13% in Q2 2026, selling an estimated $209K and leaving 9,603 shares worth $1.41M. The position accounts for 0.18% of the portfolio, ranked #43.

Gratus Wealth Advisors first reported a position in PG in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.5M in Q2 2024. 1,863 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Gratus Wealth Advisors held 9,603 shares of Procter & Gamble worth $1.41M as of Q2 2026.
Gratus Wealth Advisors sold 1,435 Procter & Gamble shares in Q2 2026, an estimated $209K.
Procter & Gamble made up 0.18% of Gratus Wealth Advisors's portfolio in Q2 2026, its #43 holding.
Gratus Wealth Advisors first reported a position in Procter & Gamble in Q4 2023 and has held it in 11 quarters since.
Gratus Wealth Advisors's Procter & Gamble position peaked at $2.5M in Q2 2024.
1,863 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Gratus Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.