SWA
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SOA Wealth Advisors’s Procter & Gamble PG Stock Holding History

SOA 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 		$490K Sell
4,625
-10,563
-70% -$1.54M 0.08% 126
2026
Q1 		$515K Sell
15,188
-287
-2% -$43.5K 0.1% 115
2025
Q4 		$552K Sell
15,475
-135
-0.9% -$19.9K 0.09% 117
2025
Q3 		$612K Buy
15,610
+41
+0.3% +$6.4K 0.1% 107
2025
Q2 		$627K Sell
15,569
-246
-2% -$40.2K 0.12% 104
2025
Q1 		$649K Buy
15,815
+11,913
+305% +$2M 0.14% 94
2024
Q4 		$654K Sell
3,902
-112
-3% -$19.1K 0.12% 96
2024
Q3 		$695K Buy
4,014
+216
+6% +$36.7K 0.13% 92
2024
Q2 		$626K Sell
3,798
-344
-8% -$56.2K 0.13% 94
2024
Q1 		$672K Sell
4,142
-99
-2% -$15.5K 0.14% 84
2023
Q4 		$621K Sell
4,241
-403
-9% -$59.7K 0.14% 84
2023
Q3 		$677K Buy
4,644
+450
+11% +$68.7K 0.17% 71
2023
Q2 		$636K Buy
4,194
+5
+0.1% +$754 0.15% 78
2023
Q1 		$623K Sell
4,189
-361
-8% -$51.6K 0.15% 75
2022
Q4 		$690K Sell
4,550
-43
-0.9% -$6.03K 0.19% 66
2022
Q3 		$579K Buy
4,593
+6
+0.1% +$852 0.17% 73
2022
Q2 		$659K Sell
4,587
-1,007
-18% -$151K 0.19% 72
2022
Q1 		$854K Buy
5,594
+458
+9% +$71.7K 0.21% 72
2021
Q4 		$836K Sell
5,136
-515
-9% -$76.5K 0.2% 72
2021
Q3 		$790K Buy
5,651
+240
+4% +$34K 0.2% 74
2021
Q2 		$730K Buy
5,411
+688
+15% +$93.1K 0.19% 77
2021
Q1 		$639K Buy
4,723
+16
+0.3% +$2.09K 0.18% 82
2020
Q4 		$603K Buy
+4,707
New +$658K 0.16% 80

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

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

SOA Wealth Advisors reduced its Procter & Gamble (PG) stake by 70% in Q2 2026, selling an estimated $1.54M and leaving 4,625 shares worth $490K. The position accounts for 0.08% of the portfolio, ranked #126.

SOA Wealth Advisors first reported a position in PG in Q4 2020 and has held it in 23 quarters since. The position peaked at $854K in Q1 2022. 978 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • SOA Wealth Advisors held 4,625 shares of Procter & Gamble worth $490K as of Q2 2026.
  • SOA Wealth Advisors sold 10,563 Procter & Gamble shares in Q2 2026, an estimated $1.54M.
  • Procter & Gamble made up 0.08% of SOA Wealth Advisors's portfolio in Q2 2026, its #126 holding.
  • SOA Wealth Advisors first reported a position in Procter & Gamble in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Procter & Gamble position peaked at $854K in Q1 2022.
  • 978 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.