SPAS
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Spectrum Planning & Advisory Services’s Procter & Gamble PG Stock Holding History

Spectrum Planning & Advisory Services’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 		– Sell
-1,697
Closed -$245K – 127
2026
Q1 		$245K Sell
1,697
-42
-2% -$6.37K 0.12% 100
2025
Q4 		$249K Buy
1,739
+36
+2% +$5.31K 0.13% 100
2025
Q3 		$262K Buy
1,703
+99
+6% +$15.5K 0.15% 91
2025
Q2 		$256K Buy
+1,604
New +$262K 0.17% 88

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
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

Spectrum Planning & Advisory Services's PG Position: Q2 2026 in Review

Spectrum Planning & Advisory Services sold out of Procter & Gamble (PG) in Q2 2026, closing a stake of 1,697 shares — an estimated $245K sold.

Spectrum Planning & Advisory Services first reported a position in PG in Q2 2025 and held it in 4 quarters. The position peaked at $262K in Q3 2025. 761 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Spectrum Planning & Advisory Services reported no remaining Procter & Gamble position as of Q2 2026 after selling out during the quarter.
  • Spectrum Planning & Advisory Services sold 1,697 Procter & Gamble shares in Q2 2026, an estimated $245K.
  • Spectrum Planning & Advisory Services first reported a position in Procter & Gamble in Q2 2025 and held it in 4 quarters.
  • Spectrum Planning & Advisory Services's Procter & Gamble position peaked at $262K in Q3 2025.
  • 761 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.