Purkiss Capital Advisors’s Procter & Gamble PG Stock Holding History

Purkiss Capital 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	$1.06M	Sell	7,208 -109	-1%	-$15.9K	0.4%	58
2026 Q1	$1.06M	Sell	7,317 -620	-8%	-$94K	0.46%	55
2025 Q4	$1.14M	Sell	7,937 -246	-3%	-$36.3K	0.53%	42
2025 Q3	$1.26M	Sell	8,183 -33	-0.4%	-$5.15K	0.6%	40
2025 Q2	$1.31M	Buy	8,216 +1,128	+16%	+$184K	0.73%	29
2025 Q1	$1.21M	Buy	7,088 +952	+16%	+$159K	0.91%	22
2024 Q4	$1.03M	Buy	+6,136	New	+$1.05M	0.89%	25

Other funds holding PG

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Purkiss Capital Advisors's PG Position: Q2 2026 in Review

Purkiss Capital Advisors reduced its Procter & Gamble (PG) stake by 1.5% in Q2 2026, selling an estimated $15.9K and leaving 7,208 shares worth $1.06M. The position accounts for 0.4% of the portfolio, ranked #58.

Purkiss Capital Advisors first reported a position in PG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.31M in Q2 2025. 1,835 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Purkiss Capital Advisors held 7,208 shares of Procter & Gamble worth $1.06M as of Q2 2026.
Purkiss Capital Advisors sold 109 Procter & Gamble shares in Q2 2026, an estimated $15.9K.
Procter & Gamble made up 0.4% of Purkiss Capital Advisors's portfolio in Q2 2026, its #58 holding.
Purkiss Capital Advisors first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
Purkiss Capital Advisors's Procter & Gamble position peaked at $1.31M in Q2 2025.
1,835 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Purkiss Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.