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W Advisors LLC’s Procter & Gamble PG Stock Holding History

W Advisors LLC’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 		$1.24M Buy
8,466
+2,416
+40% +$352K 0.56% 43
2026
Q1 		$874K Buy
6,050
+103
+2% +$15.6K 0.45% 51
2025
Q4 		$852K Sell
5,947
-140
-2% -$20.6K 0.43% 52
2025
Q3 		$935K Buy
6,087
+14
+0.2% +$2.19K 0.49% 45
2025
Q2 		$967K Sell
6,073
-91
-1% -$14.9K 0.55% 42
2025
Q1 		$1.05M Buy
6,164
+37
+0.6% +$6.2K 0.66% 38
2024
Q4 		$1.03M Buy
6,127
+95
+2% +$16.2K 0.64% 38
2024
Q3 		$1.04M Buy
6,032
+119
+2% +$20.2K 0.64% 36
2024
Q2 		$975K Buy
5,913
+243
+4% +$39.7K 0.64% 36
2024
Q1 		$920K Buy
5,670
+37
+0.7% +$5.8K 0.63% 39
2023
Q4 		$825K Buy
5,633
+191
+4% +$28.3K 0.61% 39
2023
Q3 		$794K Buy
5,442
+132
+2% +$20.2K 0.65% 40
2023
Q2 		$806K Buy
5,310
+1
+0% +$151 0.63% 39
2023
Q1 		$789K Sell
5,309
-55
-1% -$7.86K 0.65% 41
2022
Q4 		$813K Sell
5,364
-66
-1% -$9.25K 0.68% 39
2022
Q3 		$685K Buy
5,430
+8
+0.1% +$1.14K 0.64% 41
2022
Q2 		$780K Buy
5,422
+41
+0.8% +$6.16K 0.67% 37
2022
Q1 		$822K Buy
5,381
+336
+7% +$52.6K 0.62% 40
2021
Q4 		$825K Buy
+5,045
New +$749K 0.62% 35

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

W Advisors LLC's PG Position: Q2 2026 in Review

W Advisors LLC increased its Procter & Gamble (PG) stake by 40% in Q2 2026, buying an estimated $352K and bringing the position to 8,466 shares worth $1.24M. The position accounts for 0.56% of the portfolio, ranked #43.

W Advisors LLC first reported a position in PG in Q4 2021 and has held it in 19 quarters since. 1,970 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • W Advisors LLC held 8,466 shares of Procter & Gamble worth $1.24M as of Q2 2026.
  • W Advisors LLC bought 2,416 Procter & Gamble shares in Q2 2026, an estimated $352K.
  • Procter & Gamble made up 0.56% of W Advisors LLC's portfolio in Q2 2026, its #43 holding.
  • W Advisors LLC first reported a position in Procter & Gamble in Q4 2021 and has held it in 19 quarters since.
  • 1,970 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on W Advisors LLC's 13F filing for Q2 2026, filed 31 Jul 2026.