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Investment Advisory Services’s Procter & Gamble PG Stock Holding History

Investment Advisory Services’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 		$2.3M Buy
15,695
+15
+0.1% +$2.18K 0.66% 40
2026
Q1 		$2.26M Sell
15,680
-687
-4% -$104K 0.72% 36
2025
Q4 		$2.35M Sell
16,367
-1,691
-9% -$249K 0.73% 36
2025
Q3 		$2.77M Sell
18,058
-319
-2% -$49.8K 0.87% 27
2025
Q2 		$2.93M Sell
18,377
-66
-0.4% -$10.8K 0.98% 26
2025
Q1 		$3.14M Sell
18,443
-158
-0.8% -$26.5K 1.14% 21
2024
Q4 		$3.12M Sell
18,601
-252
-1% -$42.9K 1.1% 24
2024
Q3 		$3.27M Sell
18,853
-152
-0.8% -$25.8K 1.15% 22
2024
Q2 		$3.13M Sell
19,005
-86
-0.5% -$14.1K 1.15% 22
2024
Q1 		$3.1M Buy
19,091
+592
+3% +$92.8K 1.14% 24
2023
Q4 		$2.71M Buy
18,499
+102
+0.6% +$15.1K 1.07% 25
2023
Q3 		$2.68M Buy
18,397
+160
+0.9% +$24.4K 1.15% 21
2023
Q2 		$2.77M Buy
18,237
+971
+6% +$146K 1.17% 21
2023
Q1 		$2.57M Buy
17,266
+374
+2% +$53.5K 1.26% 19
2022
Q4 		$2.59M Sell
16,892
-213
-1% -$29.9K 1.33% 19
2022
Q3 		$2.16M Buy
17,105
+22
+0.1% +$3.13K 1.29% 20
2022
Q2 		$2.46M Buy
17,083
+735
+4% +$110K 1.42% 19
2022
Q1 		$2.5M Buy
16,348
+90
+0.6% +$14.1K 1.39% 21
2021
Q4 		$2.66M Sell
16,258
-622
-4% -$92.3K 1.45% 20
2021
Q3 		$2.36M Sell
16,880
-35
-0.2% -$4.96K 1.44% 17
2021
Q2 		$2.28M Buy
+16,915
New +$2.29M 1.41% 19
2020
Q4 		$2.48M Sell
17,824
-83
-0.5% -$11.6K 1.73% 12
2020
Q3 		$2.49M Buy
17,907
+137
+0.8% +$18.2K 1.96% 13
2020
Q2 		$2.13M Buy
17,770
+398
+2% +$46.4K 1.82% 14
2020
Q1 		$1.91M Buy
17,372
+921
+6% +$111K 2.05% 14
2019
Q4 		$2.06M Buy
+16,451
New +$2.01M 1.85% 14

Other funds holding PG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Investment Advisory Services's PG Position: Q2 2026 in Review

Investment Advisory Services increased its Procter & Gamble (PG) stake by 0.1% in Q2 2026, buying an estimated $2.18K and bringing the position to 15,695 shares worth $2.3M. The position accounts for 0.66% of the portfolio, ranked #40.

Investment Advisory Services first reported a position in PG in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.27M in Q3 2024. 1,371 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Investment Advisory Services held 15,695 shares of Procter & Gamble worth $2.3M as of Q2 2026.
  • Investment Advisory Services bought 15 Procter & Gamble shares in Q2 2026, an estimated $2.18K.
  • Procter & Gamble made up 0.66% of Investment Advisory Services's portfolio in Q2 2026, its #40 holding.
  • Investment Advisory Services first reported a position in Procter & Gamble in Q4 2019 and has held it in 26 quarters since.
  • Investment Advisory Services's Procter & Gamble position peaked at $3.27M in Q3 2024.
  • 1,371 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Investment Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.