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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
2020
Q1 		– Sell
-2,800
Closed -$350K – 95
2019
Q4 		$350K Hold
2,800
– – 0.09% 53
2019
Q3 		$348K Buy
+2,800
New +$331K 0.09% 55

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

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. 1,926 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.
  • 1,926 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.