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Rise Advisors’s Procter & Gamble PG Stock Holding History

Rise 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 		$368K Buy
2,509
+63
+3% +$9.17K 0.1% 65
2026
Q1 		$352K Buy
2,446
+108
+5% +$16.4K 0.12% 57
2025
Q4 		$335K Sell
2,338
-169
-7% -$24.9K 0.12% 66
2025
Q3 		$385K Buy
2,507
+127
+5% +$19.8K 0.14% 60
2025
Q2 		$379K Buy
2,380
+35
+1% +$5.71K 0.15% 59
2025
Q1 		$400K Buy
2,345
+690
+42% +$116K 0.18% 51
2024
Q4 		$278K Sell
1,655
-478
-22% -$81.4K 0.13% 69
2024
Q3 		$370K Sell
2,133
-41
-2% -$6.96K 0.18% 59
2024
Q2 		$359K Buy
2,174
+13
+0.6% +$2.13K 0.19% 56
2024
Q1 		$351K Buy
2,161
+1,165
+117% +$183K 0.19% 55
2023
Q4 		$146K Buy
996
+168
+20% +$24.9K 0.1% 83
2023
Q3 		$121K Sell
828
-21
-2% -$3.21K 0.1% 83
2023
Q2 		$129K Sell
849
-271
-24% -$40.8K 0.1% 89
2023
Q1 		$166K Buy
1,120
+22
+2% +$3.15K 0.13% 74
2022
Q4 		$166K Buy
1,098
+8
+0.7% +$1.12K 0.13% 72
2022
Q3 		$138K Buy
1,090
+394
+57% +$56K 0.11% 76
2022
Q2 		$100K Buy
696
+6
+0.9% +$902 0.1% 92
2022
Q1 		$105K Buy
690
+17
+3% +$2.66K 0.09% 97
2021
Q4 		$110K Buy
+673
New +$99.9K 0.1% 94

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

Rise Advisors's PG Position: Q2 2026 in Review

Rise Advisors increased its Procter & Gamble (PG) stake by 2.6% in Q2 2026, buying an estimated $9.17K and bringing the position to 2,509 shares worth $368K. The position accounts for 0.1% of the portfolio, ranked #65.

Rise Advisors first reported a position in PG in Q4 2021 and has held it in 19 quarters since. The position peaked at $400K in Q1 2025. 761 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Rise Advisors held 2,509 shares of Procter & Gamble worth $368K as of Q2 2026.
  • Rise Advisors bought 63 Procter & Gamble shares in Q2 2026, an estimated $9.17K.
  • Procter & Gamble made up 0.1% of Rise Advisors's portfolio in Q2 2026, its #65 holding.
  • Rise Advisors first reported a position in Procter & Gamble in Q4 2021 and has held it in 19 quarters since.
  • Rise Advisors's Procter & Gamble position peaked at $400K in Q1 2025.
  • 761 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Rise Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.