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Halbert Hargrove Global Advisors’s Procter & Gamble PG Stock Holding History

Halbert Hargrove Global 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 		$1.91K Sell
13
-794
-98% -$116K ﹤0.01% 393
2026
Q1 		$117K Buy
+807
New +$122K 0.01% 128
2025
Q4 		– Sell
-165
Closed -$25.3K – 644
2025
Q3 		$25.3K Buy
+165
New +$25.8K ﹤0.01% 232
2025
Q2 		– Sell
-70
Closed -$12K – 558
2025
Q1 		$12K Buy
+70
New +$11.7K ﹤0.01% 231
2023
Q2 		– Sell
-5,096
Closed -$758K – 152
2023
Q1 		$758K Buy
5,096
+146
+3% +$20.9K 0.05% 59
2022
Q4 		$750K Buy
4,950
+163
+3% +$22.9K 0.05% 59
2022
Q3 		$604K Sell
4,787
-89
-2% -$12.6K 0.05% 67
2022
Q2 		$701K Sell
4,876
-548
-10% -$82.4K 0.05% 64
2022
Q1 		$829K Buy
5,424
+693
+15% +$108K 0.05% 61
2021
Q4 		$774K Buy
4,731
+30
+0.6% +$4.45K 0.05% 64
2021
Q3 		$657K Sell
4,701
-262
-5% -$37.1K 0.05% 58
2021
Q2 		$670K Buy
4,963
+230
+5% +$31.1K 0.04% 64
2021
Q1 		$641K Sell
4,733
-88
-2% -$11.5K 0.05% 58
2020
Q4 		$671K Buy
4,821
+14
+0.3% +$1.96K 0.05% 45
2020
Q3 		$668K Buy
4,807
+268
+6% +$35.6K 0.06% 37
2020
Q2 		$543K Sell
4,539
-430
-9% -$50.1K 0.08% 34
2020
Q1 		$547K Sell
4,969
-3,312
-40% -$398K 0.1% 31
2019
Q4 		$1.03M Sell
8,281
-3,586
-30% -$439K 0.27% 18
2019
Q3 		$1.48M Sell
11,867
-16,054
-57% -$1.9M 0.39% 13
2019
Q2 		$3.03M Buy
+27,921
New +$2.98M 0.82% 6
2019
Q1 		– Sell
-27,769
Closed -$2.55M – 73
2018
Q4 		$2.55M Buy
27,769
+800
+3% +$71.5K 0.59% 15
2018
Q3 		$2.25M Buy
26,969
+11,800
+78% +$965K 0.58% 11
2018
Q2 		$1.18M Sell
15,169
-398
-3% -$30K 0.31% 15
2018
Q1 		$1.23M Sell
15,567
-355
-2% -$29.6K 0.33% 13
2017
Q4 		$1.46M Buy
15,922
+10,852
+214% +$976K 0.38% 14
2017
Q3 		$461K Sell
5,070
-971
-16% -$88.4K 0.13% 30
2017
Q2 		$526K Buy
6,041
+355
+6% +$31.3K 0.14% 29
2017
Q1 		$510K Sell
5,686
-283
-5% -$25.1K 0.13% 33
2016
Q4 		$502K Buy
5,969
+202
+4% +$17.2K 0.14% 32
2016
Q3 		$517K Sell
5,767
-536
-9% -$46.6K 0.15% 26
2016
Q2 		$534K Buy
6,303
+1,110
+21% +$91.1K 0.15% 25
2016
Q1 		$427K Buy
5,193
+38
+0.7% +$3.06K 0.15% 32
2015
Q4 		$409K Buy
5,155
+59
+1% +$4.51K 0.18% 38
2015
Q3 		$367K Sell
5,096
-1,578
-24% -$118K 0.18% 42
2015
Q2 		$522K Sell
6,674
-431
-6% -$34.7K 0.13% 78
2015
Q1 		$582K Sell
7,105
-684
-9% -$58.8K 0.19% 69
2014
Q4 		$710K Buy
7,789
+229
+3% +$20.1K 0.35% 24
2014
Q3 		$633K Buy
7,560
+3,668
+94% +$301K 0.17% 42
2014
Q2 		$306K Sell
3,892
-157
-4% -$12.7K 0.09% 84
2014
Q1 		$326K Sell
4,049
-358
-8% -$28.2K 0.1% 76
2013
Q4 		$359K Sell
4,407
-80
-2% -$6.52K 0.11% 65
2013
Q3 		$339K Sell
4,487
-16
-0.4% -$1.27K 0.11% 67
2013
Q2 		$347K Buy
+4,503
New +$353K 0.13% 68

Other funds holding PG

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Parnassus Investments
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Halbert Hargrove Global Advisors's PG Position: Q2 2026 in Review

Halbert Hargrove Global Advisors reduced its Procter & Gamble (PG) stake by 98% in Q2 2026, selling an estimated $116K and leaving 13 shares worth $1.91K. The position accounts for ﹤0.01% of the portfolio, ranked #393.

Halbert Hargrove Global Advisors first reported a position in PG in Q2 2013 and has held it in 43 quarters since. The position peaked at $3.03M in Q2 2019. 1,906 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Halbert Hargrove Global Advisors held 13 shares of Procter & Gamble worth $1.91K as of Q2 2026.
  • Halbert Hargrove Global Advisors sold 794 Procter & Gamble shares in Q2 2026, an estimated $116K.
  • Procter & Gamble made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #393 holding.
  • Halbert Hargrove Global Advisors first reported a position in Procter & Gamble in Q2 2013 and has held it in 43 quarters since.
  • Halbert Hargrove Global Advisors's Procter & Gamble position peaked at $3.03M in Q2 2019.
  • 1,906 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.