Olistico Wealth’s Procter & Gamble PG Stock Holding History

Olistico Wealth’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 Q3	$775K	Hold	5,335	–	–	0.32%	56
2026 Q2	$782K	Sell	5,335 -235	-4%	-$34.2K	0.33%	55
2026 Q1	$805K	Buy	5,570 +2,577	+86%	+$391K	0.4%	54
2025 Q4	$429K	Hold	2,993	–	–	0.21%	65
2025 Q3	$460K	Sell	2,993 -582	-16%	-$90.9K	0.24%	63
2025 Q2	$570K	Hold	3,575	–	–	0.32%	55
2025 Q1	$609K	Hold	3,575	–	–	0.38%	49
2024 Q4	$599K	Hold	3,575	–	–	0.35%	52
2024 Q3	$619K	Hold	3,575	–	–	0.38%	52
2024 Q2	$590K	Buy	3,575 +200	+6%	+$32.7K	0.38%	53
2024 Q1	$548K	Hold	3,375	–	–	0.4%	56
2023 Q4	$495K	Hold	3,375	–	–	0.39%	58
2023 Q3	$492K	Sell	3,375 -65	-2%	-$9.9K	0.44%	58
2023 Q2	$522K	Buy	3,440 +395	+13%	+$59.5K	0.45%	58
2023 Q1	$453K	Buy	3,045 +24	+0.8%	+$3.43K	0.43%	58
2022 Q4	$458K	Buy	+3,021	New	+$423K	0.5%	56

Other funds holding PG

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Olistico Wealth's PG Position: Q3 2026 in Review

Olistico Wealth held its Procter & Gamble (PG) position steady in Q3 2026 at 5,335 shares worth $775K. The position accounts for 0.32% of the portfolio, ranked #56.

Olistico Wealth first reported a position in PG in Q4 2022 and has held it in 16 quarters since. The position peaked at $805K in Q1 2026. 1,648 funds tracked by Wall St. Rank hold PG as of Q3 2026.

Olistico Wealth held 5,335 shares of Procter & Gamble worth $775K as of Q3 2026.
Olistico Wealth left its Procter & Gamble share count unchanged in Q3 2026.
Procter & Gamble made up 0.32% of Olistico Wealth's portfolio in Q3 2026, its #56 holding.
Olistico Wealth first reported a position in Procter & Gamble in Q4 2022 and has held it in 16 quarters since.
Olistico Wealth's Procter & Gamble position peaked at $805K in Q1 2026.
1,648 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.