IWA
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IVC Wealth Advisors’s Procter & Gamble PG Stock Holding History

IVC 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 		$206K Sell
1,402
-585
-29% -$85.1K 0.08% 172
2026
Q1 		$287K Sell
1,987
-6
-0.3% -$910 0.12% 139
2025
Q4 		$286K Buy
1,993
+30
+2% +$4.42K 0.12% 136
2025
Q3 		$302K Buy
1,963
+17
+0.9% +$2.65K 0.13% 128
2025
Q2 		$310K Sell
1,946
-39
-2% -$6.37K 0.15% 122
2025
Q1 		$338K Sell
1,985
-85
-4% -$14.2K 0.18% 111
2024
Q4 		$347K Sell
2,070
-553
-21% -$94.2K 0.19% 101
2024
Q3 		$454K Sell
2,623
-25
-0.9% -$4.24K 0.25% 86
2024
Q2 		$437K Buy
2,648
+57
+2% +$9.32K 0.24% 89
2024
Q1 		$420K Sell
2,591
-531
-17% -$83.3K 0.24% 95
2023
Q4 		$458K Sell
3,122
-4,369
-58% -$647K 0.28% 82
2023
Q3 		$1.09M Buy
7,491
+15
+0.2% +$2.29K 0.73% 32
2023
Q2 		$1.13M Buy
7,476
+4,242
+131% +$639K 0.72% 31
2023
Q1 		$481K Sell
3,234
-33
-1% -$4.72K 0.34% 71
2022
Q4 		$495K Buy
3,267
+23
+0.7% +$3.22K 0.36% 70
2022
Q3 		$410K Buy
3,244
+56
+2% +$7.96K 0.33% 71
2022
Q2 		$458K Buy
3,188
+102
+3% +$15.3K 0.35% 67
2022
Q1 		$472K Buy
3,086
+133
+5% +$20.8K 0.31% 77
2021
Q4 		$483K Sell
2,953
-489
-14% -$72.6K 0.31% 84
2021
Q3 		$481K Buy
3,442
+162
+5% +$23K 0.33% 76
2021
Q2 		$443K Buy
3,280
+30
+0.9% +$4.06K 0.31% 82
2021
Q1 		$440K Buy
3,250
+15
+0.5% +$1.96K 0.35% 78
2020
Q4 		$450K Buy
+3,235
New +$452K 0.43% 64

Other funds holding PG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

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

IVC Wealth Advisors reduced its Procter & Gamble (PG) stake by 29% in Q2 2026, selling an estimated $85.1K and leaving 1,402 shares worth $206K. The position accounts for 0.08% of the portfolio, ranked #172.

IVC Wealth Advisors first reported a position in PG in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.13M in Q2 2023. 761 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • IVC Wealth Advisors held 1,402 shares of Procter & Gamble worth $206K as of Q2 2026.
  • IVC Wealth Advisors sold 585 Procter & Gamble shares in Q2 2026, an estimated $85.1K.
  • Procter & Gamble made up 0.08% of IVC Wealth Advisors's portfolio in Q2 2026, its #172 holding.
  • IVC Wealth Advisors first reported a position in Procter & Gamble in Q4 2020 and has held it in 23 quarters since.
  • IVC Wealth Advisors's Procter & Gamble position peaked at $1.13M in Q2 2023.
  • 761 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.