Ritter Daniher Financial Advisory’s Procter & Gamble PG Stock Holding History

Ritter Daniher Financial Advisory’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	$10.4M	Sell	70,754 -2,301	-3%	-$335K	1.58%	12
2026 Q1	$10.6M	Sell	73,055 -3,747	-5%	-$568K	1.79%	12
2025 Q4	$11M	Sell	76,802 -3,050	-4%	-$450K	1.85%	11
2025 Q3	$12.3M	Buy	79,852 +12,449	+18%	+$1.94M	2.16%	10
2025 Q2	$10.7M	Sell	67,403 -3,284	-5%	-$536K	2.64%	9
2025 Q1	$12M	Sell	70,687 -2,291	-3%	-$384K	3.29%	9
2024 Q4	$12.2M	Buy	72,978 +4,752	+7%	+$809K	3.45%	7
2024 Q3	$11.8M	Sell	68,226 -1,575	-2%	-$267K	3.43%	8
2024 Q2	$11.5M	Sell	69,801 -3,046	-4%	-$498K	3.67%	8
2024 Q1	$11.8M	Sell	72,847 -466	-0.6%	-$73.1K	3.91%	7
2023 Q4	$10.7M	Sell	73,313 -738	-1%	-$109K	3.98%	7
2023 Q3	$10.8M	Buy	74,051 +2	+0%	+$305	4.56%	7
2023 Q2	$11.2M	Sell	74,049 -34	-0%	-$5.13K	4.65%	7
2023 Q1	$11M	Sell	74,083 -453	-0.6%	-$64.8K	4.84%	7
2022 Q4	$11.3M	Sell	74,536 -1,079	-1%	-$151K	5.38%	7
2022 Q3	$9.55M	Sell	75,615 -1,470	-2%	-$209K	6.84%	4
2022 Q2	$11.1M	Buy	77,085 +625	+0.8%	+$93.9K	7.88%	3
2022 Q1	$11.7M	Buy	76,460 +2,548	+3%	+$399K	8.06%	3
2021 Q4	$12.1M	Sell	73,912 -1,257	-2%	-$187K	8.06%	3
2021 Q3	$10.5M	Buy	75,169 +816	+1%	+$116K	7.69%	3
2021 Q2	$10M	Buy	74,353 +2,235	+3%	+$302K	7.47%	4
2021 Q1	$9.77M	Sell	72,118 -495	-0.7%	-$64.6K	7.81%	5
2020 Q4	$10.1M	Buy	+72,613	New	+$10.1M	8.77%	3

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

Ritter Daniher Financial Advisory's PG Position: Q2 2026 in Review

Ritter Daniher Financial Advisory reduced its Procter & Gamble (PG) stake by 3.1% in Q2 2026, selling an estimated $335K and leaving 70,754 shares worth $10.4M. The position accounts for 1.58% of the portfolio, ranked #12.

Ritter Daniher Financial Advisory first reported a position in PG in Q4 2020 and has held it in 23 quarters since. The position peaked at $12.3M in Q3 2025. 3,999 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Ritter Daniher Financial Advisory held 70,754 shares of Procter & Gamble worth $10.4M as of Q2 2026.
Ritter Daniher Financial Advisory sold 2,301 Procter & Gamble shares in Q2 2026, an estimated $335K.
Procter & Gamble made up 1.58% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #12 holding.
Ritter Daniher Financial Advisory first reported a position in Procter & Gamble in Q4 2020 and has held it in 23 quarters since.
Ritter Daniher Financial Advisory's Procter & Gamble position peaked at $12.3M in Q3 2025.
3,999 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.