VAG
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VisionPoint Advisory Group’s Procter & Gamble PG Stock Holding History

VisionPoint Advisory 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
Q2 		$850K Buy
5,798
+422
+8% +$61.4K 0.14% 169
2026
Q1 		$777K Sell
5,376
-2
-0% -$303 0.15% 160
2025
Q4 		$771K Sell
5,378
-1,316
-20% -$194K 0.15% 156
2025
Q3 		$1.03M Buy
6,694
+657
+11% +$103K 0.21% 119
2025
Q2 		$962K Buy
6,037
+3,759
+165% +$614K 0.21% 117
2025
Q1 		$388K Buy
2,278
+546
+32% +$91.5K 0.13% 140
2024
Q4 		$287K Sell
1,732
-17
-1% -$2.9K 0.1% 148
2024
Q3 		$303K Sell
1,749
-74
-4% -$12.6K 0.1% 143
2024
Q2 		$301K Sell
1,823
-101
-5% -$16.5K 0.11% 139
2024
Q1 		$312K Sell
1,924
-71
-4% -$11.1K 0.11% 143
2023
Q4 		$292K Sell
1,995
-124
-6% -$18.4K 0.11% 132
2023
Q3 		$309K Buy
2,119
+266
+14% +$40.6K 0.13% 121
2023
Q2 		$281K Buy
1,853
+29
+2% +$4.37K 0.12% 117
2023
Q1 		$284K Sell
1,824
-181
-9% -$25.9K 0.13% 125
2022
Q4 		$281K Sell
2,005
-457
-19% -$64.1K 0.12% 108
2022
Q3 		$311K Sell
2,462
-29
-1% -$4.12K 0.15% 68
2022
Q2 		$362K Buy
+2,491
New +$374K 0.14% 72
2020
Q2 		– Sell
-4,433
Closed -$488K – 130
2020
Q1 		$488K Sell
4,433
-28,140
-86% -$3.38M 0.23% 59
2019
Q4 		$4.07M Buy
32,573
+541
+2% +$66.2K 1.69% 6
2019
Q3 		$3.97M Buy
32,032
+491
+2% +$58K 1.09% 10
2019
Q2 		$3.46M Sell
31,541
-1,628
-5% -$174K 0.99% 10
2019
Q1 		$3.45M Sell
33,169
-16,541
-33% -$1.61M 0.97% 14
2018
Q4 		$4.57M Buy
+49,710
New +$4.44M 1.48% 8

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

VisionPoint Advisory Group's PG Position: Q2 2026 in Review

VisionPoint Advisory Group increased its Procter & Gamble (PG) stake by 7.8% in Q2 2026, buying an estimated $61.4K and bringing the position to 5,798 shares worth $850K. The position accounts for 0.14% of the portfolio, ranked #169.

VisionPoint Advisory Group first reported a position in PG in Q4 2018 and has held it in 23 quarters since. The position peaked at $4.57M in Q4 2018. 827 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • VisionPoint Advisory Group held 5,798 shares of Procter & Gamble worth $850K as of Q2 2026.
  • VisionPoint Advisory Group bought 422 Procter & Gamble shares in Q2 2026, an estimated $61.4K.
  • Procter & Gamble made up 0.14% of VisionPoint Advisory Group's portfolio in Q2 2026, its #169 holding.
  • VisionPoint Advisory Group first reported a position in Procter & Gamble in Q4 2018 and has held it in 23 quarters since.
  • VisionPoint Advisory Group's Procter & Gamble position peaked at $4.57M in Q4 2018.
  • 827 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.