Lugano Financial Advisors SA (LFA)’s Procter & Gamble PG Stock Holding History

Lugano Financial Advisors SA (LFA)’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	$48.2K	Hold	329	–	–	0.03%	163
2026 Q1	$47.2K	Sell	329 -49	-13%	-$7.43K	0.02%	154
2025 Q4	$53.8K	Hold	378	–	–	0.03%	149
2025 Q3	$57.7K	Hold	378	–	–	0.03%	131
2025 Q2	$59.8K	Buy	378 +178	+89%	+$29.1K	0.04%	132
2025 Q1	$34.1K	Hold	200	–	–	0.02%	144
2024 Q4	$33.5K	Buy	+200	New	+$34.1K	0.02%	157
2023 Q4	–	Sell	-29	Closed	-$4.23K	–	196
2023 Q3	$4.23K	Buy	+29	New	+$4.43K	﹤0.01%	171
2023 Q2	–	Sell	-327	Closed	-$48.6K	–	173
2023 Q1	$48.6K	Hold	327	–	–	0.04%	91
2022 Q4	$49.6K	Buy	+327	New	+$45.8K	0.04%	92
2022 Q1	–	Sell	-327	Closed	-$53K	–	124
2021 Q4	$53K	Buy	+327	New	+$48.5K	0.03%	90
2021 Q3	–	Sell	-1,935	Closed	-$261K	–	110
2021 Q2	$261K	Hold	1,935	–	–	0.16%	59
2021 Q1	$262K	Buy	+1,935	New	+$252K	0.18%	53

Other funds holding PG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s PG Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) held its Procter & Gamble (PG) position steady in Q2 2026 at 329 shares worth $48.2K. The position accounts for 0.03% of the portfolio, ranked #163.

Lugano Financial Advisors SA (LFA) first reported a position in PG in Q1 2021 and has held it in 13 quarters since. The position peaked at $262K in Q1 2021. 3,998 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Lugano Financial Advisors SA (LFA) held 329 shares of Procter & Gamble worth $48.2K as of Q2 2026.
Lugano Financial Advisors SA (LFA) left its Procter & Gamble share count unchanged in Q2 2026.
Procter & Gamble made up 0.03% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #163 holding.
Lugano Financial Advisors SA (LFA) first reported a position in Procter & Gamble in Q1 2021 and has held it in 13 quarters since.
Lugano Financial Advisors SA (LFA)'s Procter & Gamble position peaked at $262K in Q1 2021.
3,998 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.