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Whipplewood Advisors’s Procter & Gamble PG Stock Holding History

Whipplewood 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 		$40.8K Sell
278
-207
-43% -$30.1K 0.03% 152
2026
Q1 		$70.1K Buy
485
+220
+83% +$33.4K 0.04% 228
2025
Q4 		$38K Buy
265
+15
+6% +$2.21K 0.02% 218
2025
Q3 		$38.4K Sell
250
-485
-66% -$75.7K 0.03% 216
2025
Q2 		$117K Sell
735
-18
-2% -$2.94K 0.06% 218
2025
Q1 		$127K Sell
753
-123
-14% -$20.6K 0.08% 200
2024
Q4 		$147K Buy
+876
New +$149K 0.08% 192

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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Whipplewood Advisors's PG Position: Q2 2026 in Review

Whipplewood Advisors reduced its Procter & Gamble (PG) stake by 43% in Q2 2026, selling an estimated $30.1K and leaving 278 shares worth $40.8K. The position accounts for 0.03% of the portfolio, ranked #152.

Whipplewood Advisors first reported a position in PG in Q4 2024 and has held it in 7 quarters since. The position peaked at $147K in Q4 2024. 1,616 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Whipplewood Advisors held 278 shares of Procter & Gamble worth $40.8K as of Q2 2026.
  • Whipplewood Advisors sold 207 Procter & Gamble shares in Q2 2026, an estimated $30.1K.
  • Procter & Gamble made up 0.03% of Whipplewood Advisors's portfolio in Q2 2026, its #152 holding.
  • Whipplewood Advisors first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
  • Whipplewood Advisors's Procter & Gamble position peaked at $147K in Q4 2024.
  • 1,616 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.