Able Wealth Management
PG icon

Able Wealth Management’s Procter & Gamble PG Stock Holding History

Able Wealth Management’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
Q3 		$232K Sell
1,588
-8
-0.5% -$1.17K 0.05% 148
2026
Q2 		$221K Buy
+1,596
New +$232K 0.05% 139
2024
Q1 		– Sell
-1,053
Closed -$154K – 439
2023
Q4 		$154K Buy
+1,053
New +$156K 0.14% 83

Other funds holding PG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Able Wealth Management's PG Position: Q3 2026 in Review

Able Wealth Management reduced its Procter & Gamble (PG) stake by 0.5% in Q3 2026, selling an estimated $1.17K and leaving 1,588 shares worth $232K. The position accounts for 0.05% of the portfolio, ranked #148.

Able Wealth Management first reported a position in PG in Q4 2023 and has held it in 3 quarters since. 1,452 funds tracked by Wall St. Rank hold PG as of Q3 2026.

  • Able Wealth Management held 1,588 shares of Procter & Gamble worth $232K as of Q3 2026.
  • Able Wealth Management sold 8 Procter & Gamble shares in Q3 2026, an estimated $1.17K.
  • Procter & Gamble made up 0.05% of Able Wealth Management's portfolio in Q3 2026, its #148 holding.
  • Able Wealth Management first reported a position in Procter & Gamble in Q4 2023 and has held it in 3 quarters since.
  • 1,452 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.