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 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%	-$9.93K	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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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 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

Olistico Wealth's PG Position: Q2 2026 in Review

Olistico Wealth reduced its Procter & Gamble (PG) stake by 4.2% in Q2 2026, selling an estimated $34.2K and leaving 5,335 shares worth $782K. The position accounts for 0.33% of the portfolio, ranked #55.

Olistico Wealth first reported a position in PG in Q4 2022 and has held it in 15 quarters since. The position peaked at $805K in Q1 2026. 761 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Olistico Wealth held 5,335 shares of Procter & Gamble worth $782K as of Q2 2026.
Olistico Wealth sold 235 Procter & Gamble shares in Q2 2026, an estimated $34.2K.
Procter & Gamble made up 0.33% of Olistico Wealth's portfolio in Q2 2026, its #55 holding.
Olistico Wealth first reported a position in Procter & Gamble in Q4 2022 and has held it in 15 quarters since.
Olistico Wealth's Procter & Gamble position peaked at $805K in Q1 2026.
761 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.