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

TCI 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 		$2.02M Sell
13,756
-627
-4% -$91.3K 0.09% 73
2026
Q1 		$2.08M Sell
14,383
-91
-0.6% -$13.8K 0.11% 67
2025
Q4 		$2.07M Sell
14,474
-616
-4% -$90.8K 0.11% 66
2025
Q3 		$2.32M Buy
15,090
+302
+2% +$47.2K 0.14% 65
2025
Q2 		$2.36M Sell
14,788
-378
-2% -$61.7K 0.16% 60
2025
Q1 		$2.58M Buy
15,166
+197
+1% +$33K 0.21% 45
2024
Q4 		$2.51M Sell
14,969
-153
-1% -$26.1K 0.21% 45
2024
Q3 		$2.62M Sell
15,122
-32
-0.2% -$5.43K 0.22% 43
2024
Q2 		$2.5M Sell
15,154
-54
-0.4% -$8.83K 0.24% 44
2024
Q1 		$2.47M Buy
15,208
+44
+0.3% +$6.9K 0.24% 46
2023
Q4 		$2.22M Buy
15,164
+2,157
+17% +$319K 0.24% 45
2023
Q3 		$1.9M Buy
13,007
+237
+2% +$36.2K 0.24% 46
2023
Q2 		$1.94M Buy
12,770
+866
+7% +$131K 0.25% 43
2023
Q1 		$1.77M Sell
11,904
-27
-0.2% -$3.86K 0.23% 47
2022
Q4 		$1.81M Buy
11,931
+1,682
+16% +$236K 0.25% 45
2022
Q3 		$1.29M Buy
10,249
+422
+4% +$59.9K 0.21% 49
2022
Q2 		$1.41M Sell
9,827
-220
-2% -$33.1K 0.22% 49
2022
Q1 		$1.53M Buy
10,047
+136
+1% +$21.3K 0.23% 47
2021
Q4 		$1.62M Sell
9,911
-672
-6% -$99.8K 0.24% 44
2021
Q3 		$1.48M Buy
10,583
+581
+6% +$82.4K 0.23% 48
2021
Q2 		$1.35M Buy
10,002
+87
+0.9% +$11.8K 0.23% 48
2021
Q1 		$1.34M Buy
9,915
+93
+0.9% +$12.1K 0.57% 41
2020
Q4 		$1.37M Sell
9,822
-675
-6% -$94.3K 0.61% 36
2020
Q3 		$1.46M Sell
10,497
-81
-0.8% -$10.8K 0.58% 39
2020
Q2 		$1.26M Sell
10,578
-342
-3% -$39.9K 0.54% 43
2020
Q1 		$1.2M Sell
10,920
-16
-0.1% -$1.92K 0.59% 39
2019
Q4 		$1.37M Buy
10,936
+472
+5% +$57.8K 0.53% 45
2019
Q3 		$1.3M Buy
10,464
+28
+0.3% +$3.31K 0.58% 42
2019
Q2 		$1.14M Sell
10,436
-38
-0.4% -$4.05K 0.52% 47
2019
Q1 		$1.09M Sell
10,474
-1,546
-13% -$150K 0.48% 50
2018
Q4 		$1.1M Sell
12,020
-1,461
-11% -$131K 0.54% 47
2018
Q3 		$1.12M Buy
13,481
+200
+2% +$16.4K 0.47% 52
2018
Q2 		$1.04M Sell
13,281
-1,603
-11% -$121K 0.46% 54
2018
Q1 		$1.18M Buy
14,884
+3,725
+33% +$311K 0.55% 46
2017
Q4 		$1.02M Buy
11,159
+269
+2% +$24.2K 0.45% 53
2017
Q3 		$991K Buy
10,890
+266
+3% +$24.2K 0.48% 49
2017
Q2 		$926K Buy
10,624
+287
+3% +$25.3K 0.47% 51
2017
Q1 		$929K Buy
10,337
+144
+1% +$12.8K 0.48% 52
2016
Q4 		$857K Buy
10,193
+49
+0.5% +$4.18K 0.45% 52
2016
Q3 		$910K Buy
10,144
+2
+0% +$174 0.49% 49
2016
Q2 		$859K Sell
10,142
-3,475
-26% -$285K 0.48% 52
2016
Q1 		$1.12M Buy
13,617
+1,831
+16% +$148K 0.62% 38
2015
Q4 		$936K Buy
11,786
+7
+0.1% +$535 0.52% 51
2015
Q3 		$847K Buy
11,779
+71
+0.6% +$5.32K 0.51% 51
2015
Q2 		$916K Buy
11,708
+91
+0.8% +$7.32K 0.52% 48
2015
Q1 		$952K Buy
11,617
+304
+3% +$26.1K 0.6% 44
2014
Q4 		$1.03M Buy
11,313
+370
+3% +$32.6K 0.64% 42
2014
Q3 		$916K Buy
10,943
+237
+2% +$19.4K 0.58% 42
2014
Q2 		$841K Sell
10,706
-140
-1% -$11.3K 0.51% 45
2014
Q1 		$874K Sell
10,846
-2,213
-17% -$174K 0.57% 42
2013
Q4 		$1.06M Sell
13,059
-561
-4% -$45.7K 0.67% 35
2013
Q3 		$1.03M Buy
13,620
+63
+0.5% +$5.01K 0.78% 33
2013
Q2 		$1.04M Buy
+13,557
New +$1.06M 0.79% 32

Other funds holding PG

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

TCI Wealth Advisors reduced its Procter & Gamble (PG) stake by 4.4% in Q2 2026, selling an estimated $91.3K and leaving 13,756 shares worth $2.02M. The position accounts for 0.09% of the portfolio, ranked #73.

TCI Wealth Advisors first reported a position in PG in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.62M in Q3 2024. 1,982 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • TCI Wealth Advisors held 13,756 shares of Procter & Gamble worth $2.02M as of Q2 2026.
  • TCI Wealth Advisors sold 627 Procter & Gamble shares in Q2 2026, an estimated $91.3K.
  • Procter & Gamble made up 0.09% of TCI Wealth Advisors's portfolio in Q2 2026, its #73 holding.
  • TCI Wealth Advisors first reported a position in Procter & Gamble in Q2 2013 and has held it in 53 quarters since.
  • TCI Wealth Advisors's Procter & Gamble position peaked at $2.62M in Q3 2024.
  • 1,982 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.