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Jackson Grant Investment Advisers’s Procter & Gamble PG Stock Holding History

Jackson Grant Investment Advisers’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 		$3.89M Sell
26,520
-1,024
-4% -$149K 1.21% 15
2026
Q1 		$3.98M Sell
27,544
-26
-0.1% -$3.94K 1.33% 15
2025
Q4 		$3.95M Sell
27,570
-707
-3% -$104K 1.3% 16
2025
Q3 		$4.34M Sell
28,277
-534
-2% -$83.4K 1.45% 16
2025
Q2 		$4.59M Sell
28,811
-333
-1% -$54.4K 1.69% 12
2025
Q1 		$4.97M Sell
29,144
-445
-2% -$74.5K 1.92% 11
2024
Q4 		$4.96M Sell
29,589
-498
-2% -$84.8K 1.91% 12
2024
Q3 		$5.21M Sell
30,087
-167
-0.6% -$28.4K 1.95% 10
2024
Q2 		$4.99M Sell
30,254
-568
-2% -$92.9K 2.01% 9
2024
Q1 		$5M Sell
30,822
-363
-1% -$56.9K 2.05% 9
2023
Q4 		$4.57M Sell
31,185
-270
-0.9% -$40K 2.02% 10
2023
Q3 		$4.59M Sell
31,455
-277
-0.9% -$42.3K 2.21% 10
2023
Q2 		$4.81M Sell
31,732
-502
-2% -$75.7K 2.23% 9
2023
Q1 		$4.79M Sell
32,234
-57
-0.2% -$8.15K 2.25% 11
2022
Q4 		$4.89M Sell
32,291
-631
-2% -$88.5K 2.36% 7
2022
Q3 		$4.16M Sell
32,922
-52
-0.2% -$7.39K 2.17% 11
2022
Q2 		$4.74M Sell
32,974
-1,051
-3% -$158K 2.35% 10
2022
Q1 		$5.2M Buy
34,025
+33
+0.1% +$5.16K 2.19% 11
2021
Q4 		$5.56M Sell
33,992
-204
-0.6% -$30.3K 2.83% 8
2021
Q3 		$4.78M Sell
34,196
-265
-0.8% -$37.6K 2.13% 10
2021
Q2 		$4.65M Sell
34,461
-179
-0.5% -$24.2K 2.04% 10
2021
Q1 		$4.69M Buy
34,640
+24
+0.1% +$3.13K 2.16% 10
2020
Q4 		$4.82M Sell
34,616
-166
-0.5% -$23.2K 2.46% 9
2020
Q3 		$4.83M Sell
34,782
-810
-2% -$108K 2.91% 8
2020
Q2 		$4.26M Sell
35,592
-603
-2% -$70.3K 2.71% 9
2020
Q1 		$3.98M Sell
36,195
-818
-2% -$98.2K 2.94% 10
2019
Q4 		$4.62M Sell
37,013
-689
-2% -$84.3K 2.5% 11
2019
Q3 		$4.69M Sell
37,702
-552
-1% -$65.2K 2.66% 11
2019
Q2 		$4.2M Buy
38,254
+22
+0.1% +$2.35K 2.44% 11
2019
Q1 		$3.98M Buy
38,232
+30,283
+381% +$2.95M 2.39% 11
2018
Q4 		$731K Sell
7,949
-147
-2% -$13.1K 0.51% 34
2018
Q3 		$674K Buy
8,096
+488
+6% +$39.9K 0.42% 38
2018
Q2 		$594K Sell
7,608
-421
-5% -$31.7K 0.41% 36
2018
Q1 		$637K Sell
8,029
-345
-4% -$28.8K 0.45% 35
2017
Q4 		$769K Sell
8,374
-467
-5% -$42K 0.52% 32
2017
Q3 		$804K Buy
8,841
+1,188
+16% +$108K 0.58% 29
2017
Q2 		$667K Buy
7,653
+57
+0.8% +$5.02K 0.52% 31
2017
Q1 		$683K Sell
7,596
-2,276
-23% -$202K 0.55% 30
2016
Q4 		$830K Sell
9,872
-116
-1% -$9.89K 0.71% 27
2016
Q3 		$896K Buy
9,988
+74
+0.7% +$6.43K 0.74% 25
2016
Q2 		$839K Buy
9,914
+170
+2% +$14K 0.74% 24
2016
Q1 		$802K Buy
9,744
+409
+4% +$33K 0.73% 26
2015
Q4 		$741K Buy
+9,335
New +$713K 0.71% 27

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

Jackson Grant Investment Advisers's PG Position: Q2 2026 in Review

Jackson Grant Investment Advisers reduced its Procter & Gamble (PG) stake by 3.7% in Q2 2026, selling an estimated $149K and leaving 26,520 shares worth $3.89M. The position accounts for 1.21% of the portfolio, ranked #15.

Jackson Grant Investment Advisers first reported a position in PG in Q4 2015 and has held it in 43 quarters since. The position peaked at $5.56M in Q4 2021. 1,951 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Jackson Grant Investment Advisers held 26,520 shares of Procter & Gamble worth $3.89M as of Q2 2026.
  • Jackson Grant Investment Advisers sold 1,024 Procter & Gamble shares in Q2 2026, an estimated $149K.
  • Procter & Gamble made up 1.21% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #15 holding.
  • Jackson Grant Investment Advisers first reported a position in Procter & Gamble in Q4 2015 and has held it in 43 quarters since.
  • Jackson Grant Investment Advisers's Procter & Gamble position peaked at $5.56M in Q4 2021.
  • 1,951 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.