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

Opal 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 		– Sell
-1,221
Closed -$176K – 473
2026
Q1 		$176K Buy
+1,221
New +$185K 0.04% 223
2025
Q3 		– Sell
-1,146
Closed -$183K – 448
2025
Q2 		$183K Buy
1,146
+274
+31% +$44.7K 0.05% 206
2025
Q1 		$149K Buy
+872
New +$146K 0.05% 217
2024
Q3 		– Sell
-2,365
Closed -$390K – 901
2024
Q2 		$390K Sell
2,365
-202
-8% -$33K 0.13% 94
2024
Q1 		$417K Sell
2,567
-251
-9% -$39.4K 0.14% 98
2023
Q4 		$413K Buy
2,818
+17
+0.6% +$2.52K 0.16% 94
2023
Q3 		$409K Sell
2,801
-445
-14% -$68K 0.24% 65
2023
Q2 		$492K Buy
3,246
+932
+40% +$140K 0.25% 54
2023
Q1 		$344K Buy
2,314
+271
+13% +$38.7K 0.2% 61
2022
Q4 		$310K Sell
2,043
-157
-7% -$22K 0.17% 77
2022
Q3 		$278K Buy
2,200
+6
+0.3% +$852 0.2% 68
2022
Q2 		$315K Buy
2,194
+541
+33% +$81.3K 0.21% 67
2022
Q1 		$253K Sell
1,653
-257
-13% -$40.2K 0.22% 79
2021
Q4 		$312K Buy
1,910
+223
+13% +$33.1K 0.2% 81
2021
Q3 		$236K Sell
1,687
-148
-8% -$21K 0.23% 67
2021
Q2 		$248K Buy
1,835
+66
+4% +$8.93K 0.23% 66
2021
Q1 		$240K Buy
+1,769
New +$231K 0.26% 61

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

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

Opal Wealth Advisors sold out of Procter & Gamble (PG) in Q2 2026, closing a stake of 1,221 shares — an estimated $176K sold.

Opal Wealth Advisors first reported a position in PG in Q1 2021 and held it in 17 quarters. The position peaked at $492K in Q2 2023. 1,991 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Opal Wealth Advisors reported no remaining Procter & Gamble position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 1,221 Procter & Gamble shares in Q2 2026, an estimated $176K.
  • Opal Wealth Advisors first reported a position in Procter & Gamble in Q1 2021 and held it in 17 quarters.
  • Opal Wealth Advisors's Procter & Gamble position peaked at $492K in Q2 2023.
  • 1,991 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.