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TrueWealth Advisors’s Procter & Gamble PG Stock Holding History

TrueWealth 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 		$493K Sell
3,364
-40
-1% -$5.82K 0.11% 146
2026
Q1 		$492K Sell
3,404
-5
-0.1% -$758 0.12% 140
2025
Q4 		$488K Sell
3,409
-114
-3% -$16.8K 0.13% 134
2025
Q3 		$541K Sell
3,523
-37
-1% -$5.78K 0.15% 127
2025
Q2 		$567K Sell
3,560
-160
-4% -$26.1K 0.17% 112
2025
Q1 		$634K Sell
3,720
-81
-2% -$13.6K 0.21% 85
2024
Q4 		$637K Buy
3,801
+4
+0.1% +$681 0.21% 88
2024
Q3 		$658K Buy
3,797
+36
+1% +$6.11K 0.22% 87
2024
Q2 		$620K Sell
3,761
-103
-3% -$16.8K 0.23% 84
2024
Q1 		$627K Sell
3,864
-336
-8% -$52.7K 0.24% 78
2023
Q4 		$615K Sell
4,200
-226
-5% -$33.5K 0.24% 72
2023
Q3 		$646K Buy
4,426
+189
+4% +$28.9K 0.27% 69
2023
Q2 		$643K Buy
4,237
+168
+4% +$25.3K 0.26% 70
2023
Q1 		$605K Buy
4,069
+340
+9% +$48.6K 0.25% 72
2022
Q4 		$565K Buy
3,729
+84
+2% +$11.8K 0.25% 72
2022
Q3 		$460K Buy
3,645
+75
+2% +$10.7K 0.22% 82
2022
Q2 		$513K Buy
3,570
+317
+10% +$47.6K 0.24% 83
2022
Q1 		$532K Hold
3,253
– – 0.24% 87
2021
Q4 		$532K Buy
+3,253
New +$483K 0.24% 87

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

TrueWealth Advisors's PG Position: Q2 2026 in Review

TrueWealth Advisors reduced its Procter & Gamble (PG) stake by 1.2% in Q2 2026, selling an estimated $5.82K and leaving 3,364 shares worth $493K. The position accounts for 0.11% of the portfolio, ranked #146.

TrueWealth Advisors first reported a position in PG in Q4 2021 and has held it in 19 quarters since. The position peaked at $658K in Q3 2024. 1,951 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • TrueWealth Advisors held 3,364 shares of Procter & Gamble worth $493K as of Q2 2026.
  • TrueWealth Advisors sold 40 Procter & Gamble shares in Q2 2026, an estimated $5.82K.
  • Procter & Gamble made up 0.11% of TrueWealth Advisors's portfolio in Q2 2026, its #146 holding.
  • TrueWealth Advisors first reported a position in Procter & Gamble in Q4 2021 and has held it in 19 quarters since.
  • TrueWealth Advisors's Procter & Gamble position peaked at $658K in Q3 2024.
  • 1,951 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.