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Perennial Advisors’s Procter & Gamble PG Stock Holding History

Perennial 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
Q3 		$203K Buy
1,396
+13
+0.9% +$1.91K 0.03% 138
2026
Q2 		$203K Sell
1,383
-190
-12% -$27.7K 0.03% 135
2026
Q1 		$227K Sell
1,573
-68
-4% -$10.3K 0.04% 115
2025
Q4 		$235K Buy
1,641
+203
+14% +$29.9K 0.04% 117
2025
Q3 		$221K Sell
1,438
-626
-30% -$97.8K 0.04% 119
2025
Q2 		$329K Buy
2,064
+2
+0.1% +$326 0.06% 97
2025
Q1 		$351K Buy
+2,062
New +$345K 0.07% 93
2024
Q2 		$341K Buy
2,065
+3
+0.1% +$490 0.08% 89
2024
Q1 		$335K Sell
2,062
-3
-0.1% -$471 0.08% 88
2023
Q4 		$303K Buy
2,065
+2
+0.1% +$296 0.07% 91
2023
Q3 		$301K Buy
2,063
+2
+0.1% +$305 0.08% 89
2023
Q2 		$313K Buy
2,061
+3
+0.1% +$452 0.08% 91
2023
Q1 		$306K Buy
2,058
+5
+0.2% +$715 0.09% 79
2022
Q4 		$311K Sell
2,053
-38
-2% -$5.33K 0.1% 72
2022
Q3 		$264K Buy
2,091
+4
+0.2% +$568 0.09% 72
2022
Q2 		$300K Buy
2,087
+285
+16% +$42.8K 0.09% 72
2022
Q1 		$275K Buy
1,802
+2
+0.1% +$313 0.07% 75
2021
Q4 		$294K Buy
1,800
+3
+0.2% +$445 0.08% 71
2021
Q3 		$251K Buy
1,797
+2
+0.1% +$283 0.07% 74
2021
Q2 		$242K Buy
1,795
+3
+0.2% +$406 0.07% 73
2021
Q1 		$243K Buy
1,792
+445
+33% +$58.1K 0.08% 74
2020
Q4 		$187K Buy
+1,347
New +$188K 0.07% 75
2020
Q3 		– Sell
-1,030
Closed -$123K – 168
2020
Q2 		$123K Sell
1,030
-988
-49% -$115K 0.05% 86
2020
Q1 		$222K Buy
+2,018
New +$242K 0.12% 79
2018
Q1 		– Sell
-27,000
Closed -$2.48M – 214
2017
Q4 		$2.48M Buy
27,000
+254
+0.9% +$22.8K 1.54% 30
2017
Q3 		$2.43M Buy
26,746
+204
+0.8% +$18.6K 1.65% 27
2017
Q2 		$2.31M Buy
26,542
+1,050
+4% +$92.6K 1.68% 23
2017
Q1 		$2.29M Sell
25,492
-1,304
-5% -$116K 1.76% 23
2016
Q4 		$2.25M Buy
+26,796
New +$2.28M 1.87% 19

Other funds holding PG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
NPA
Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return

Perennial Advisors's PG Position: Q3 2026 in Review

Perennial Advisors increased its Procter & Gamble (PG) stake by 0.94% in Q3 2026, buying an estimated $1.91K and bringing the position to 1,396 shares worth $203K. The position accounts for 0.03% of the portfolio, ranked #138.

Perennial Advisors first reported a position in PG in Q4 2016 and has held it in 29 quarters since. The position peaked at $2.48M in Q4 2017. 452 funds tracked by Wall St. Rank hold PG as of Q3 2026.

  • Perennial Advisors held 1,396 shares of Procter & Gamble worth $203K as of Q3 2026.
  • Perennial Advisors bought 13 Procter & Gamble shares in Q3 2026, an estimated $1.91K.
  • Procter & Gamble made up 0.03% of Perennial Advisors's portfolio in Q3 2026, its #138 holding.
  • Perennial Advisors first reported a position in Procter & Gamble in Q4 2016 and has held it in 29 quarters since.
  • Perennial Advisors's Procter & Gamble position peaked at $2.48M in Q4 2017.
  • 452 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on Perennial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.