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Wealthcare Advisory Partners’s Procter & Gamble PG Stock Holding History

Wealthcare Advisory Partners’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 		$4.38M Sell
29,844
-5,905
-17% -$859K 0.08% 198
2026
Q1 		$5.16M Sell
35,749
-8
-0% -$1.21K 0.1% 177
2025
Q4 		$5.12M Sell
35,757
-109
-0.3% -$16.1K 0.1% 175
2025
Q3 		$5.51M Buy
35,866
+143
+0.4% +$22.3K 0.11% 156
2025
Q2 		$5.69M Buy
35,723
+1,172
+3% +$191K 0.13% 142
2025
Q1 		$5.89M Buy
34,551
+1,137
+3% +$190K 0.16% 117
2024
Q4 		$5.6M Sell
33,414
-188
-0.6% -$32K 0.16% 125
2024
Q3 		$5.82M Sell
33,602
-285
-0.8% -$48.4K 0.17% 118
2024
Q2 		$5.59M Buy
33,887
+1,393
+4% +$228K 0.17% 101
2024
Q1 		$5.27M Buy
32,494
+4,618
+17% +$724K 0.17% 104
2023
Q4 		$4.08M Sell
27,876
-149
-0.5% -$22.1K 0.16% 109
2023
Q3 		$4.09M Sell
28,025
-16
-0.1% -$2.44K 0.19% 93
2023
Q2 		$4.25M Sell
28,041
-1,399
-5% -$211K 0.19% 96
2023
Q1 		$4.38M Buy
29,440
+292
+1% +$41.7K 0.19% 93
2022
Q4 		$4.42M Buy
29,148
+2,240
+8% +$314K 0.21% 87
2022
Q3 		$3.4M Buy
26,908
+854
+3% +$121K 0.19% 93
2022
Q2 		$3.75M Buy
26,054
+8,151
+46% +$1.23M 0.23% 73
2022
Q1 		$2.74M Buy
17,903
+1,333
+8% +$209K 0.17% 77
2021
Q4 		$2.71M Sell
16,570
-1,533
-8% -$228K 0.16% 79
2021
Q3 		$2.53M Buy
18,103
+344
+2% +$48.8K 0.17% 84
2021
Q2 		$2.4M Buy
17,759
+3,550
+25% +$480K 0.16% 88
2021
Q1 		$1.92M Buy
14,209
+91
+0.6% +$11.9K 0.14% 95
2020
Q4 		$1.96M Buy
14,118
+742
+6% +$104K 0.17% 77
2020
Q3 		$1.86M Sell
13,376
-74
-0.6% -$9.82K 0.2% 62
2020
Q2 		$1.61M Buy
13,450
+40
+0.3% +$4.67K 0.2% 67
2020
Q1 		$1.48M Sell
13,410
-653
-5% -$78.4K 0.22% 60
2019
Q4 		$1.76M Sell
14,063
-26
-0.2% -$3.18K 0.22% 59
2019
Q3 		$1.75M Buy
14,089
+82
+0.6% +$9.69K 0.25% 53
2019
Q2 		$1.54M Sell
14,007
-894
-6% -$95.3K 0.24% 60
2019
Q1 		$1.55M Buy
14,901
+256
+2% +$24.9K 0.26% 56
2018
Q4 		$1.35M Sell
14,645
-156
-1% -$13.9K 0.26% 55
2018
Q3 		$1.23M Buy
14,801
+177
+1% +$14.5K 0.23% 61
2018
Q2 		$1.14M Buy
14,624
+1,843
+14% +$139K 0.22% 62
2018
Q1 		$1.01M Sell
12,781
-1,611
-11% -$134K 0.23% 60
2017
Q4 		$1.32M Buy
14,392
+2,852
+25% +$256K 0.34% 41
2017
Q3 		$1.05M Buy
11,540
+11,301
+4,728% +$1.03M 0.31% 43
2017
Q2 		$21K Buy
+239
New +$21.1K 0.01% 64

Other funds holding PG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Wealthcare Advisory Partners's PG Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Procter & Gamble (PG) stake by 17% in Q2 2026, selling an estimated $859K and leaving 29,844 shares worth $4.38M. The position accounts for 0.08% of the portfolio, ranked #198.

Wealthcare Advisory Partners first reported a position in PG in Q2 2017 and has held it in 37 quarters since. The position peaked at $5.89M in Q1 2025. 1,272 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Wealthcare Advisory Partners held 29,844 shares of Procter & Gamble worth $4.38M as of Q2 2026.
  • Wealthcare Advisory Partners sold 5,905 Procter & Gamble shares in Q2 2026, an estimated $859K.
  • Procter & Gamble made up 0.08% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #198 holding.
  • Wealthcare Advisory Partners first reported a position in Procter & Gamble in Q2 2017 and has held it in 37 quarters since.
  • Wealthcare Advisory Partners's Procter & Gamble position peaked at $5.89M in Q1 2025.
  • 1,272 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.