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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$49.8M Buy
339,293
+3,272
+1% +$476K 0.25% 70
2026
Q1
$48.5M Buy
336,021
+5,613
+2% +$851K 0.27% 67
2025
Q4
$47.4M Sell
330,408
-5,009
-1% -$739K 0.26% 69
2025
Q3
$51.5M Buy
335,417
+3,940
+1% +$615K 0.31% 65
2025
Q2
$52.8M Buy
331,477
+13,663
+4% +$2.23M 0.36% 58
2025
Q1
$54.2M Buy
317,814
+25,194
+9% +$4.22M 0.42% 54
2024
Q4
$49.1M Buy
292,620
+26,338
+10% +$4.49M 0.47% 44
2024
Q3
$46.1M Buy
266,282
+13,981
+6% +$2.37M 0.49% 45
2024
Q2
$41.6M Buy
252,301
+3,306
+1% +$540K 0.5% 44
2024
Q1
$40.4M Buy
248,995
+100,406
+68% +$15.7M 0.5% 44
2023
Q4
$21.8M Buy
148,589
+88,082
+146% +$13M 0.27% 80
2023
Q3
$8.83M Sell
60,507
-992
-2% -$152K 0.15% 109
2023
Q2
$9.33M Buy
61,499
+1,272
+2% +$192K 0.16% 111
2023
Q1
$8.96M Sell
60,227
-2,858
-5% -$409K 0.2% 99
2022
Q4
$9.56M Buy
63,085
+24,129
+62% +$3.38M 0.24% 86
2022
Q3
$4.92M Sell
38,956
-4,206
-10% -$597K 0.16% 117
2022
Q2
$6.21M Sell
43,162
-10,073
-19% -$1.51M 0.18% 100
2022
Q1
$8.13M Buy
53,235
+630
+1% +$98.6K 0.2% 97
2021
Q4
$8.61M Buy
52,605
+33,077
+169% +$4.91M 0.23% 86
2021
Q3
$2.73M Sell
19,528
-26,715
-58% -$3.79M 0.28% 58
2021
Q2
$6.24M Buy
46,243
+3,197
+7% +$433K 0.23% 80
2021
Q1
$5.83M Buy
43,046
+8,255
+24% +$1.08M 0.24% 60
2020
Q4
$4.84M Buy
34,791
+5,408
+18% +$756K 0.22% 62
2020
Q3
$4.08M Buy
29,383
+462
+2% +$61.3K 0.22% 62
2020
Q2
$3.46M Sell
28,921
-42
-0.1% -$4.9K 0.2% 60
2020
Q1
$3.19M Sell
28,963
-80
-0.3% -$9.6K 0.24% 56
2019
Q4
$3.63M Sell
29,043
-4,944
-15% -$605K 0.23% 62
2019
Q3
$4.23M Sell
33,987
-604
-2% -$71.4K 0.31% 52
2019
Q2
$3.79M Buy
34,591
+754
+2% +$80.4K 0.28% 56
2019
Q1
$3.52M Buy
33,837
+9,404
+38% +$915K 0.29% 53
2018
Q4
$2.25M Buy
24,433
+155
+0.6% +$13.9K 0.26% 64
2018
Q3
$2.02M Sell
24,278
-832
-3% -$68K 0.2% 77
2018
Q2
$1.96M Buy
25,110
+532
+2% +$40K 0.21% 75
2018
Q1
$1.95M Buy
24,578
+1,246
+5% +$104K 0.21% 77
2017
Q4
$2.14M Sell
23,332
-114
-0.5% -$10.3K 0.23% 76
2017
Q3
$2.13M Sell
23,446
-299
-1% -$27.2K 0.25% 70
2017
Q2
$2.07M Buy
23,745
+510
+2% +$45K 0.26% 74
2017
Q1
$2.09M Sell
23,235
-3,265
-12% -$290K 0.27% 69
2016
Q4
$2.23M Buy
26,500
+3,956
+18% +$337K 0.32% 58
2016
Q3
$2.02M Sell
22,544
-2,576
-10% -$224K 0.38% 46
2016
Q2
$2.13M Buy
25,120
+5,638
+29% +$463K 0.6% 42
2016
Q1
$1.6M Buy
19,482
+1,690
+9% +$136K 0.52% 45
2015
Q4
$1.41M Buy
17,792
+15
+0.1% +$1.15K 0.57% 39
2015
Q3
$1.28M Sell
17,777
-63
-0.4% -$4.72K 0.56% 39
2015
Q2
$1.4M Buy
17,840
+894
+5% +$71.9K 0.59% 35
2015
Q1
$1.39M Buy
16,946
+1,883
+13% +$162K 0.64% 30
2014
Q4
$1.37M Buy
15,063
+1,097
+8% +$96.5K 0.94% 24
2014
Q3
$1.17M Sell
13,966
-25
-0.2% -$2.05K 0.81% 29
2014
Q2
$1.1M Sell
13,991
-1,138
-8% -$91.8K 0.84% 26
2014
Q1
$1.22M Buy
15,129
+896
+6% +$70.6K 1.02% 18
2013
Q4
$1.16M Buy
+14,233
New +$1.16M 0.96% 19

Other funds holding PG

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

Sequoia Financial Advisors increased its Procter & Gamble (PG) stake by 0.97% in Q2 2026, buying an estimated $476K and bringing the position to 339,293 shares worth $49.8M. The position accounts for 0.25% of the portfolio, ranked #70.

Sequoia Financial Advisors first reported a position in PG in Q4 2013 and has held it in 51 quarters since. The position peaked at $54.2M in Q1 2025. 3,998 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Sequoia Financial Advisors held 339,293 shares of Procter & Gamble worth $49.8M as of Q2 2026.
  • Sequoia Financial Advisors bought 3,272 Procter & Gamble shares in Q2 2026, an estimated $476K.
  • Procter & Gamble made up 0.25% of Sequoia Financial Advisors's portfolio in Q2 2026, its #70 holding.
  • Sequoia Financial Advisors first reported a position in Procter & Gamble in Q4 2013 and has held it in 51 quarters since.
  • Sequoia Financial Advisors's Procter & Gamble position peaked at $54.2M in Q1 2025.
  • 3,998 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.