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LifeGoal Wealth Advisors’s Procter & Gamble PG Stock Holding History

LifeGoal 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 		$275K Sell
1,875
-509
-21% -$74.1K 0.13% 104
2026
Q1 		$344K Buy
+2,384
New +$361K 0.2% 70

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

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

LifeGoal Wealth Advisors reduced its Procter & Gamble (PG) stake by 21% in Q2 2026, selling an estimated $74.1K and leaving 1,875 shares worth $275K. The position accounts for 0.13% of the portfolio, ranked #104.

LifeGoal Wealth Advisors first reported a position in PG in Q1 2026 and has held it in 2 quarters since. The position peaked at $344K in Q1 2026. 1,980 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • LifeGoal Wealth Advisors held 1,875 shares of Procter & Gamble worth $275K as of Q2 2026.
  • LifeGoal Wealth Advisors sold 509 Procter & Gamble shares in Q2 2026, an estimated $74.1K.
  • Procter & Gamble made up 0.13% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #104 holding.
  • LifeGoal Wealth Advisors first reported a position in Procter & Gamble in Q1 2026 and has held it in 2 quarters since.
  • LifeGoal Wealth Advisors's Procter & Gamble position peaked at $344K in Q1 2026.
  • 1,980 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.