Ulland Investment Advisors’s Procter & Gamble PG Stock Holding History

Ulland Investment 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	$173K	Hold	1,180	–	–	0.13%	77
2026 Q1	$170K	Hold	1,180	–	–	0.15%	75
2025 Q4	$169K	Hold	1,180	–	–	0.14%	72
2025 Q3	$181K	Hold	1,180	–	–	0.14%	63
2025 Q2	$188K	Sell	1,180 -625	-35%	-$102K	0.14%	65
2025 Q1	$308K	Hold	1,805	–	–	0.26%	45
2024 Q4	$303K	Hold	1,805	–	–	0.19%	45
2024 Q3	$313K	Hold	1,805	–	–	0.23%	44
2024 Q2	$298K	Hold	1,805	–	–	0.21%	49
2024 Q1	$293K	Hold	1,805	–	–	0.23%	45
2023 Q4	$265K	Hold	1,805	–	–	0.27%	46
2023 Q3	$263K	Hold	1,805	–	–	0.29%	44
2023 Q2	$274K	Hold	1,805	–	–	0.28%	47
2023 Q1	$268K	Hold	1,805	–	–	0.31%	47
2022 Q4	$274K	Hold	1,805	–	–	0.33%	46
2022 Q3	$228K	Hold	1,805	–	–	0.25%	52
2022 Q2	$260K	Hold	1,805	–	–	0.27%	54
2022 Q1	$276K	Buy	1,805 +40	+2%	+$6.26K	0.21%	56
2021 Q4	$289K	Buy	+1,765	New	+$262K	0.18%	63

Other funds holding PG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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

Ulland Investment Advisors's PG Position: Q2 2026 in Review

Ulland Investment Advisors held its Procter & Gamble (PG) position steady in Q2 2026 at 1,180 shares worth $173K. The position accounts for 0.13% of the portfolio, ranked #77.

Ulland Investment Advisors first reported a position in PG in Q4 2021 and has held it in 19 quarters since. The position peaked at $313K in Q3 2024. 2,202 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Ulland Investment Advisors held 1,180 shares of Procter & Gamble worth $173K as of Q2 2026.
Ulland Investment Advisors left its Procter & Gamble share count unchanged in Q2 2026.
Procter & Gamble made up 0.13% of Ulland Investment Advisors's portfolio in Q2 2026, its #77 holding.
Ulland Investment Advisors first reported a position in Procter & Gamble in Q4 2021 and has held it in 19 quarters since.
Ulland Investment Advisors's Procter & Gamble position peaked at $313K in Q3 2024.
2,202 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.