ShankerValleau Wealth Advisors’s Procter & Gamble PG Stock Holding History

ShankerValleau 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	$266K	Hold	1,812	–	–	0.07%	36
2026 Q1	$262K	Hold	1,812	–	–	0.07%	34
2025 Q4	$260K	Sell	1,812 -29	-2%	-$4.28K	0.07%	34
2025 Q3	$283K	Hold	1,841	–	–	0.07%	34
2025 Q2	$293K	Hold	1,841	–	–	0.08%	32
2025 Q1	$314K	Hold	1,841	–	–	0.1%	29
2024 Q4	$309K	Buy	1,841 +375	+26%	+$63.9K	0.1%	28
2024 Q3	$254K	Hold	1,466	–	–	0.09%	25
2024 Q2	$242K	Buy	1,466 +97	+7%	+$15.9K	0.1%	23
2024 Q1	$222K	Hold	1,369	–	–	0.1%	23
2023 Q4	$201K	Buy	+1,369	New	+$203K	0.1%	22
2023 Q3	–	Sell	-1,369	Closed	-$208K	–	25
2023 Q2	$208K	Hold	1,369	–	–	0.11%	23
2023 Q1	$204K	Hold	1,369	–	–	0.12%	20
2022 Q4	$207K	Buy	+1,369	New	+$192K	0.13%	20
2022 Q2	–	Sell	-1,369	Closed	-$209K	–	19
2022 Q1	$209K	Hold	1,369	–	–	0.13%	16
2021 Q4	$224K	Buy	+1,369	New	+$203K	0.13%	14

Other funds holding PG

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ShankerValleau Wealth Advisors's PG Position: Q2 2026 in Review

ShankerValleau Wealth Advisors held its Procter & Gamble (PG) position steady in Q2 2026 at 1,812 shares worth $266K. The position accounts for 0.07% of the portfolio, ranked #36.

ShankerValleau Wealth Advisors first reported a position in PG in Q4 2021 and has held it in 16 quarters since. The position peaked at $314K in Q1 2025. 1,371 funds tracked by Wall St. Rank hold PG as of Q2 2026.

ShankerValleau Wealth Advisors held 1,812 shares of Procter & Gamble worth $266K as of Q2 2026.
ShankerValleau Wealth Advisors left its Procter & Gamble share count unchanged in Q2 2026.
Procter & Gamble made up 0.07% of ShankerValleau Wealth Advisors's portfolio in Q2 2026, its #36 holding.
ShankerValleau Wealth Advisors first reported a position in Procter & Gamble in Q4 2021 and has held it in 16 quarters since.
ShankerValleau Wealth Advisors's Procter & Gamble position peaked at $314K in Q1 2025.
1,371 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on ShankerValleau Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.