Optivise Advisory Services’s Procter & Gamble PG Stock Holding History

Optivise Advisory Services’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	$494K	Buy	3,368 +262	+8%	+$38.1K	0.25%	107
2026 Q1	$449K	Sell	3,106 -841	-21%	-$127K	0.27%	93
2025 Q4	$566K	Buy	3,947 +428	+12%	+$63.1K	0.33%	83
2025 Q3	$541K	Buy	3,519 +116	+3%	+$18.1K	0.32%	81
2025 Q2	$542K	Buy	3,403 +327	+11%	+$53.4K	0.28%	87
2025 Q1	$524K	Sell	3,076 -124	-4%	-$20.8K	0.29%	81
2024 Q4	$536K	Buy	3,200 +54	+2%	+$9.2K	0.29%	83
2024 Q3	$545K	Sell	3,146 -441	-12%	-$74.9K	0.29%	72
2024 Q2	$592K	Buy	+3,587	New	+$586K	0.32%	73

Other funds holding PG

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Optivise Advisory Services's PG Position: Q2 2026 in Review

Optivise Advisory Services increased its Procter & Gamble (PG) stake by 8.4% in Q2 2026, buying an estimated $38.1K and bringing the position to 3,368 shares worth $494K. The position accounts for 0.25% of the portfolio, ranked #107.

Optivise Advisory Services first reported a position in PG in Q2 2024 and has held it in 9 quarters since. The position peaked at $592K in Q2 2024. 1,424 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Optivise Advisory Services held 3,368 shares of Procter & Gamble worth $494K as of Q2 2026.
Optivise Advisory Services bought 262 Procter & Gamble shares in Q2 2026, an estimated $38.1K.
Procter & Gamble made up 0.25% of Optivise Advisory Services's portfolio in Q2 2026, its #107 holding.
Optivise Advisory Services first reported a position in Procter & Gamble in Q2 2024 and has held it in 9 quarters since.
Optivise Advisory Services's Procter & Gamble position peaked at $592K in Q2 2024.
1,424 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.