Pettinga Financial Advisors’s Procter & Gamble PG Stock Holding History

Pettinga Financial 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	$515K	Buy	3,511 +75	+2%	+$10.9K	0.08%	100
2026 Q1	$496K	Buy	3,436 +1	+0%	+$152	0.09%	101
2025 Q4	$492K	Sell	3,435 -260	-7%	-$38.3K	0.09%	95
2025 Q3	$568K	Buy	3,695 +60	+2%	+$9.37K	0.11%	86
2025 Q2	$579K	Hold	3,635	–	–	0.13%	82
2025 Q1	$619K	Hold	3,635	–	–	0.15%	74
2024 Q4	$609K	Hold	3,635	–	–	0.14%	73
2024 Q3	$630K	Sell	3,635 -25	-0.7%	-$4.24K	0.15%	66
2024 Q2	$604K	Hold	3,660	–	–	0.15%	68
2024 Q1	$594K	Hold	3,660	–	–	0.15%	71
2023 Q4	$536K	Buy	3,660 +285	+8%	+$42.2K	0.14%	75
2023 Q3	$492K	Hold	3,375	–	–	0.15%	62
2023 Q2	$512K	Hold	3,375	–	–	0.15%	58
2023 Q1	$502K	Buy	3,375 +10	+0.3%	+$1.43K	0.16%	60
2022 Q4	$510K	Hold	3,365	–	–	0.17%	68
2022 Q3	$425K	Sell	3,365 -330	-9%	-$46.9K	0.15%	67
2022 Q2	$531K	Sell	3,695 -20	-0.5%	-$3.01K	0.16%	66
2022 Q1	$568K	Sell	3,715 -38	-1%	-$5.95K	0.14%	69
2021 Q4	$614K	Sell	3,753 -1,055	-22%	-$157K	0.15%	72
2021 Q3	$672K	Sell	4,808 -75	-2%	-$10.6K	0.17%	64
2021 Q2	$659K	Sell	4,883 -75	-2%	-$10.1K	0.18%	63
2021 Q1	$671K	Hold	4,958	–	–	0.2%	60
2020 Q4	$690K	Hold	4,958	–	–	0.25%	50
2020 Q3	$689K	Hold	4,958	–	–	0.29%	46
2020 Q2	$593K	Hold	4,958	–	–	0.29%	43
2020 Q1	$545K	Sell	4,958 -120	-2%	-$14.4K	0.37%	41
2019 Q4	$634K	Sell	5,078 -24	-0.5%	-$2.94K	0.34%	48
2019 Q3	$635K	Sell	5,102 -594	-10%	-$70.2K	0.34%	48
2019 Q2	$625K	Hold	5,696	–	–	0.33%	49
2019 Q1	$593K	Sell	5,696 -69	-1%	-$6.72K	0.32%	49
2018 Q4	$530K	Buy	+5,765	New	+$515K	0.35%	47

Other funds holding PG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Pettinga Financial Advisors's PG Position: Q2 2026 in Review

Pettinga Financial Advisors increased its Procter & Gamble (PG) stake by 2.2% in Q2 2026, buying an estimated $10.9K and bringing the position to 3,511 shares worth $515K. The position accounts for 0.08% of the portfolio, ranked #100.

Pettinga Financial Advisors first reported a position in PG in Q4 2018 and has held it in 31 quarters since. The position peaked at $690K in Q4 2020. 4,015 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Pettinga Financial Advisors held 3,511 shares of Procter & Gamble worth $515K as of Q2 2026.
Pettinga Financial Advisors bought 75 Procter & Gamble shares in Q2 2026, an estimated $10.9K.
Procter & Gamble made up 0.08% of Pettinga Financial Advisors's portfolio in Q2 2026, its #100 holding.
Pettinga Financial Advisors first reported a position in Procter & Gamble in Q4 2018 and has held it in 31 quarters since.
Pettinga Financial Advisors's Procter & Gamble position peaked at $690K in Q4 2020.
4,015 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Pettinga Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.