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Invested Advisors’s Procter & Gamble PG Stock Holding History

Invested 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 		$411K Sell
2,800
-97
-3% -$14.1K 0.36% 74
2026
Q1 		$418K Sell
2,897
-2
-0.1% -$303 0.42% 68
2025
Q4 		$415K Sell
2,899
-159
-5% -$23.4K 0.43% 68
2025
Q3 		$496K Buy
+3,058
New +$478K 0.72% 37

Other funds holding PG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 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

Invested Advisors's PG Position: Q2 2026 in Review

Invested Advisors reduced its Procter & Gamble (PG) stake by 3.3% in Q2 2026, selling an estimated $14.1K and leaving 2,800 shares worth $411K. The position accounts for 0.36% of the portfolio, ranked #74.

Invested Advisors first reported a position in PG in Q3 2025 and has held it in 4 quarters since. The position peaked at $496K in Q3 2025. 2,369 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Invested Advisors held 2,800 shares of Procter & Gamble worth $411K as of Q2 2026.
  • Invested Advisors sold 97 Procter & Gamble shares in Q2 2026, an estimated $14.1K.
  • Procter & Gamble made up 0.36% of Invested Advisors's portfolio in Q2 2026, its #74 holding.
  • Invested Advisors first reported a position in Procter & Gamble in Q3 2025 and has held it in 4 quarters since.
  • Invested Advisors's Procter & Gamble position peaked at $496K in Q3 2025.
  • 2,369 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Invested Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.