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Advus Financial Partners, LLC’s Procter & Gamble PG Stock Holding History

Advus Financial Partners, 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 		$1.14M Sell
7,766
-285
-4% -$41.5K 0.26% 79
2026
Q1 		$1.16M Buy
8,051
+2,854
+55% +$433K 0.29% 66
2025
Q4 		$745K Sell
5,197
-1,078
-17% -$159K 0.18% 85
2025
Q3 		$964K Sell
6,275
-645
-9% -$101K 0.23% 71
2025
Q2 		$1.1M Sell
6,920
-904
-12% -$148K 0.28% 61
2025
Q1 		$1.33M Buy
7,824
+556
+8% +$93.1K 0.37% 48
2024
Q4 		$1.22M Buy
7,268
+5
+0.1% +$852 0.34% 48
2024
Q3 		$1.26M Sell
7,263
-185
-2% -$31.4K 0.36% 48
2024
Q2 		$1.23M Buy
7,448
+875
+13% +$143K 0.37% 44
2024
Q1 		$1.07M Buy
6,573
+441
+7% +$69.2K 0.33% 49
2023
Q4 		$899K Buy
6,132
+69
+1% +$10.2K 0.31% 52
2023
Q3 		$884K Sell
6,063
-33
-0.5% -$5.04K 0.35% 47
2023
Q2 		$925K Buy
6,096
+154
+3% +$23.2K 0.36% 46
2023
Q1 		$884K Buy
5,942
+589
+11% +$84.2K 0.37% 43
2022
Q4 		$811K Buy
5,353
+448
+9% +$62.8K 0.35% 48
2022
Q3 		$619K Buy
4,905
+500
+11% +$71K 0.33% 50
2022
Q2 		$633K Buy
4,405
+1,107
+34% +$166K 0.33% 45
2022
Q1 		$504K Buy
+3,298
New +$516K 0.26% 59
2021
Q3 		$422K Buy
+2,579
New +$366K 0.23% 53

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Advus Financial Partners, LLC's PG Position: Q2 2026 in Review

Advus Financial Partners, LLC reduced its Procter & Gamble (PG) stake by 3.5% in Q2 2026, selling an estimated $41.5K and leaving 7,766 shares worth $1.14M. The position accounts for 0.26% of the portfolio, ranked #79.

Advus Financial Partners, LLC first reported a position in PG in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.33M in Q1 2025. 4,010 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Advus Financial Partners, LLC held 7,766 shares of Procter & Gamble worth $1.14M as of Q2 2026.
  • Advus Financial Partners, LLC sold 285 Procter & Gamble shares in Q2 2026, an estimated $41.5K.
  • Procter & Gamble made up 0.26% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #79 holding.
  • Advus Financial Partners, LLC first reported a position in Procter & Gamble in Q3 2021 and has held it in 19 quarters since.
  • Advus Financial Partners, LLC's Procter & Gamble position peaked at $1.33M in Q1 2025.
  • 4,010 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.