Spinnaker Investment Group’s Procter & Gamble PG Stock Holding History

Spinnaker Investment Group’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 Q3	$867K	Sell	5,967 -263	-4%	-$38.5K	0.14%	63
2026 Q2	$914K	Buy	6,230 +83	+1%	+$12.1K	0.15%	60
2026 Q1	$888K	Sell	6,147 -1,349	-18%	-$205K	0.18%	48
2025 Q4	$1.07M	Buy	7,496 +30	+0.4%	+$4.42K	0.19%	45
2025 Q3	$1.15M	Buy	7,466 +380	+5%	+$59.3K	0.22%	38
2025 Q2	$1.13M	Sell	7,086 -665	-9%	-$109K	0.27%	29
2025 Q1	$1.32M	Sell	7,751 -31	-0.4%	-$5.19K	0.3%	28
2024 Q4	$1.3M	Sell	7,782 -167	-2%	-$28.4K	0.31%	27
2024 Q3	$1.38M	Sell	7,949 -31	-0.4%	-$5.26K	0.34%	28
2024 Q2	$1.32M	Sell	7,980 -513	-6%	-$83.9K	0.36%	27
2024 Q1	$1.38M	Buy	8,493 +14	+0.2%	+$2.2K	0.39%	26
2023 Q4	$1.24M	Sell	8,479 -98	-1%	-$14.5K	0.38%	26
2023 Q3	$1.25M	Buy	8,577 +62	+0.7%	+$9.47K	0.42%	26
2023 Q2	$1.29M	Sell	8,515 -18	-0.2%	-$2.71K	0.43%	24
2023 Q1	$1.27M	Buy	8,533 +82	+1%	+$11.7K	0.45%	24
2022 Q4	$1.28M	Buy	8,451 +149	+2%	+$20.9K	0.46%	25
2022 Q3	$1.05M	Buy	8,302 +698	+9%	+$99.2K	0.41%	24
2022 Q2	$1.09M	Buy	7,604 +495	+7%	+$74.4K	0.45%	22
2022 Q1	$1.1M	Buy	7,109 +190	+3%	+$29.7K	0.36%	28
2021 Q4	$1.12M	Buy	+6,919	New	+$1.03M	0.39%	29

Other funds holding PG

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

QPBE

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

NPA

Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return

HHAA

Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return

Spinnaker Investment Group's PG Position: Q3 2026 in Review

Spinnaker Investment Group reduced its Procter & Gamble (PG) stake by 4.2% in Q3 2026, selling an estimated $38.5K and leaving 5,967 shares worth $867K. The position accounts for 0.14% of the portfolio, ranked #63.

Spinnaker Investment Group first reported a position in PG in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.38M in Q1 2024. 367 funds tracked by Wall St. Rank hold PG as of Q3 2026.

Spinnaker Investment Group held 5,967 shares of Procter & Gamble worth $867K as of Q3 2026.
Spinnaker Investment Group sold 263 Procter & Gamble shares in Q3 2026, an estimated $38.5K.
Procter & Gamble made up 0.14% of Spinnaker Investment Group's portfolio in Q3 2026, its #63 holding.
Spinnaker Investment Group first reported a position in Procter & Gamble in Q4 2021 and has held it in 20 quarters since.
Spinnaker Investment Group's Procter & Gamble position peaked at $1.38M in Q1 2024.
367 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on Spinnaker Investment Group's 13F filing for Q3 2026, filed 13 Oct 2026.