San Luis Wealth Advisors’s Procter & Gamble PG Stock Holding History

San Luis Wealth 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	$393K	Sell	2,678 -493	-16%	-$71.8K	0.06%	142
2026 Q1	$458K	Buy	3,171 +221	+7%	+$33.5K	0.08%	126
2025 Q4	$423K	Sell	2,950 -892	-23%	-$132K	0.07%	135
2025 Q3	$590K	Buy	3,842 +1,851	+93%	+$289K	0.11%	111
2025 Q2	$317K	Buy	1,991 +8	+0.4%	+$1.31K	0.07%	119
2025 Q1	$338K	Sell	1,983 -682	-26%	-$114K	0.08%	110
2024 Q4	$447K	Buy	2,665 +137	+5%	+$23.3K	0.08%	102
2024 Q3	$438K	Sell	2,528 -168	-6%	-$28.5K	0.09%	102
2024 Q2	$445K	Buy	+2,696	New	+$441K	0.11%	75
2023 Q3	–	Sell	-2,575	Closed	-$391K	–	133
2023 Q2	$391K	Sell	2,575 -465	-15%	-$70.1K	0.14%	126
2023 Q1	$452K	Buy	+3,040	New	+$435K	0.17%	113
2022 Q2	–	Sell	-5,428	Closed	-$888K	–	327
2022 Q1	$888K	Buy	+5,428	New	+$849K	0.43%	52
2021 Q4	–	Sell	-9,588	Closed	-$1.34M	–	141
2021 Q3	$1.34M	Buy	+9,588	New	+$1.36M	0.75%	37
2020 Q4	$710K	Buy	+5,100	New	+$713K	0.46%	59

Other funds holding PG

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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 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

San Luis Wealth Advisors's PG Position: Q2 2026 in Review

San Luis Wealth Advisors reduced its Procter & Gamble (PG) stake by 16% in Q2 2026, selling an estimated $71.8K and leaving 2,678 shares worth $393K. The position accounts for 0.06% of the portfolio, ranked #142.

San Luis Wealth Advisors first reported a position in PG in Q4 2020 and has held it in 14 quarters since. The position peaked at $1.34M in Q3 2021. 761 funds tracked by Wall St. Rank hold PG as of Q2 2026.

San Luis Wealth Advisors held 2,678 shares of Procter & Gamble worth $393K as of Q2 2026.
San Luis Wealth Advisors sold 493 Procter & Gamble shares in Q2 2026, an estimated $71.8K.
Procter & Gamble made up 0.06% of San Luis Wealth Advisors's portfolio in Q2 2026, its #142 holding.
San Luis Wealth Advisors first reported a position in Procter & Gamble in Q4 2020 and has held it in 14 quarters since.
San Luis Wealth Advisors's Procter & Gamble position peaked at $1.34M in Q3 2021.
761 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.