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YHB Investment Advisors’s Procter & Gamble PG Stock Holding History

YHB Investment 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 		$4.39M Sell
29,925
-2,396
-7% -$349K 0.28% 88
2026
Q1 		$4.67M Sell
32,321
-1,008
-3% -$153K 0.33% 80
2025
Q4 		$4.78M Sell
33,329
-1,775
-5% -$262K 0.33% 78
2025
Q3 		$5.39M Sell
35,104
-1,186
-3% -$185K 0.39% 66
2025
Q2 		$5.78M Sell
36,290
-602
-2% -$98.3K 0.45% 59
2025
Q1 		$6.29M Sell
36,892
-22
-0.1% -$3.69K 0.53% 52
2024
Q4 		$6.19M Sell
36,914
-46
-0.1% -$7.83K 0.51% 50
2024
Q3 		$6.4M Buy
36,960
+58
+0.2% +$9.85K 0.53% 47
2024
Q2 		$6.09M Sell
36,902
-1,565
-4% -$256K 0.52% 47
2024
Q1 		$6.24M Sell
38,467
-185
-0.5% -$29K 0.55% 49
2023
Q4 		$5.66M Sell
38,652
-274
-0.7% -$40.6K 0.55% 47
2023
Q3 		$5.68M Sell
38,926
-138
-0.4% -$21.1K 0.52% 53
2023
Q2 		$5.93M Sell
39,064
-532
-1% -$80.2K 0.55% 49
2023
Q1 		$5.89M Sell
39,596
-354
-0.9% -$50.6K 0.59% 49
2022
Q4 		$6.05M Sell
39,950
-364
-0.9% -$51K 0.65% 47
2022
Q3 		$5.09M Sell
40,314
-198
-0.5% -$28.1K 0.57% 50
2022
Q2 		$5.83M Sell
40,512
-555
-1% -$83.4K 0.61% 48
2022
Q1 		$6.28M Buy
41,067
+97
+0.2% +$15.2K 0.55% 49
2021
Q4 		$6.7M Buy
40,970
+132
+0.3% +$19.6K 0.53% 52
2021
Q3 		$5.71M Sell
40,838
-205
-0.5% -$29.1K 0.49% 57
2021
Q2 		$5.54M Buy
41,043
+1,277
+3% +$173K 0.47% 58
2021
Q1 		$5.46M Sell
39,766
-1,003
-2% -$131K 0.47% 62
2020
Q4 		$5.67M Buy
40,769
+513
+1% +$71.7K 0.54% 53
2020
Q3 		$5.59M Sell
40,256
-7,537
-16% -$1M 0.61% 44
2020
Q2 		$5.71M Sell
47,793
-687
-1% -$80.1K 0.82% 37
2020
Q1 		$5.33M Sell
48,480
-271
-0.6% -$32.5K 0.92% 36
2019
Q4 		$6.09M Buy
48,751
+745
+2% +$91.2K 0.87% 39
2019
Q3 		$5.97M Buy
48,006
+2,027
+4% +$240K 0.91% 37
2019
Q2 		$5.04M Sell
45,979
-857
-2% -$91.3K 0.8% 41
2019
Q1 		$4.87M Sell
46,836
-849
-2% -$82.6K 0.76% 44
2018
Q4 		$4.38M Sell
47,685
-688
-1% -$61.5K 0.78% 43
2018
Q3 		$4.03M Sell
48,373
-1,992
-4% -$163K 0.61% 53
2018
Q2 		$3.93M Sell
50,365
-1,471
-3% -$111K 0.64% 53
2018
Q1 		$4.11M Sell
51,836
-2,747
-5% -$229K 0.7% 45
2017
Q4 		$5.01M Sell
54,583
-14,359
-21% -$1.29M 0.85% 36
2017
Q3 		$6.27M Sell
68,942
-4,680
-6% -$426K 1.12% 29
2017
Q2 		$6.42M Buy
73,622
+3,243
+5% +$286K 1.1% 28
2017
Q1 		$6.15M Sell
70,379
-8,355
-11% -$741K 1.18% 26
2016
Q4 		$6.62M Sell
78,734
-1,382
-2% -$118K 1.38% 21
2016
Q3 		$7.19M Sell
80,116
-196
-0.2% -$17K 1.74% 15
2016
Q2 		$6.8M Buy
80,312
+935
+1% +$76.7K 1.5% 19
2016
Q1 		$6.53M Buy
79,377
+1,609
+2% +$130K 1.76% 18
2015
Q4 		$6.18M Sell
77,768
-3,788
-5% -$289K 1.4% 24
2015
Q3 		$5.87M Buy
81,556
+2,516
+3% +$189K 1.39% 19
2015
Q2 		$6.18M Buy
79,040
+1,412
+2% +$114K 1.35% 20
2015
Q1 		$6.36M Buy
77,628
+2,453
+3% +$211K 1.43% 18
2014
Q4 		$6.85M Sell
75,175
-170
-0.2% -$15K 1.57% 17
2014
Q3 		$6.31M Buy
75,345
+770
+1% +$63.1K 1.51% 18
2014
Q2 		$5.86M Buy
74,575
+2,245
+3% +$181K 1.41% 19
2014
Q1 		$5.83M Buy
72,330
+1,897
+3% +$149K 1.48% 19
2013
Q4 		$5.73M Sell
70,433
-4,353
-6% -$355K 1.54% 17
2013
Q3 		$5.65M Sell
74,786
-895
-1% -$71.2K 1.67% 14
2013
Q2 		$5.83M Buy
+75,681
New +$5.94M 1.82% 13

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
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YHB Investment Advisors's PG Position: Q2 2026 in Review

YHB Investment Advisors reduced its Procter & Gamble (PG) stake by 7.4% in Q2 2026, selling an estimated $349K and leaving 29,925 shares worth $4.39M. The position accounts for 0.28% of the portfolio, ranked #88.

YHB Investment Advisors first reported a position in PG in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.19M in Q3 2016. 1,376 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • YHB Investment Advisors held 29,925 shares of Procter & Gamble worth $4.39M as of Q2 2026.
  • YHB Investment Advisors sold 2,396 Procter & Gamble shares in Q2 2026, an estimated $349K.
  • Procter & Gamble made up 0.28% of YHB Investment Advisors's portfolio in Q2 2026, its #88 holding.
  • YHB Investment Advisors first reported a position in Procter & Gamble in Q2 2013 and has held it in 53 quarters since.
  • YHB Investment Advisors's Procter & Gamble position peaked at $7.19M in Q3 2016.
  • 1,376 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.