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

Quantum 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 		$853K Sell
5,816
-249
-4% -$36.2K 0.08% 88
2026
Q1 		$876K Buy
6,065
+818
+16% +$124K 0.1% 70
2025
Q4 		$752K Buy
5,247
+786
+18% +$116K 0.08% 83
2025
Q3 		$685K Buy
4,461
+366
+9% +$57.2K 0.08% 84
2025
Q2 		$652K Buy
4,095
+526
+15% +$85.9K 0.09% 81
2025
Q1 		$608K Sell
3,569
-52
-1% -$8.71K 0.09% 83
2024
Q4 		$607K Sell
3,621
-176
-5% -$30K 0.09% 84
2024
Q3 		$658K Hold
3,797
– – 0.1% 80
2024
Q2 		$626K Hold
3,797
– – 0.11% 76
2024
Q1 		$616K Sell
3,797
-52
-1% -$8.15K 0.11% 76
2023
Q4 		$564K Sell
3,849
-1,389
-27% -$206K 0.14% 47
2023
Q3 		$764K Buy
5,238
+1,439
+38% +$220K 0.22% 35
2023
Q2 		$576K Sell
3,799
-271
-7% -$40.8K 0.17% 39
2023
Q1 		$605K Sell
4,070
-196
-5% -$28K 0.19% 33
2022
Q4 		$647K Buy
4,266
+522
+14% +$73.2K 0.29% 26
2022
Q3 		$473K Buy
3,744
+42
+1% +$5.97K 0.21% 34
2022
Q2 		$542K Buy
+3,702
New +$556K 0.2% 35

Other funds holding PG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

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

Quantum Financial Advisors reduced its Procter & Gamble (PG) stake by 4.1% in Q2 2026, selling an estimated $36.2K and leaving 5,816 shares worth $853K. The position accounts for 0.08% of the portfolio, ranked #88.

Quantum Financial Advisors first reported a position in PG in Q2 2022 and has held it in 17 quarters since. The position peaked at $876K in Q1 2026. 761 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Quantum Financial Advisors held 5,816 shares of Procter & Gamble worth $853K as of Q2 2026.
  • Quantum Financial Advisors sold 249 Procter & Gamble shares in Q2 2026, an estimated $36.2K.
  • Procter & Gamble made up 0.08% of Quantum Financial Advisors's portfolio in Q2 2026, its #88 holding.
  • Quantum Financial Advisors first reported a position in Procter & Gamble in Q2 2022 and has held it in 17 quarters since.
  • Quantum Financial Advisors's Procter & Gamble position peaked at $876K in Q1 2026.
  • 761 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.