AWM
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Abound Wealth Management’s Procter & Gamble PG Stock Holding History

Abound 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
Q2 		$379K Sell
2,585
-716
-22% -$104K 0.08% 58
2026
Q1 		$477K Sell
3,301
-177
-5% -$26.8K 0.11% 53
2025
Q4 		$498K Sell
3,478
-734
-17% -$108K 0.12% 47
2025
Q3 		$647K Buy
4,212
+130
+3% +$20.3K 0.16% 41
2025
Q2 		$650K Buy
4,082
+94
+2% +$15.3K 0.18% 40
2025
Q1 		$680K Sell
3,988
-209
-5% -$35K 0.23% 36
2024
Q4 		$704K Buy
4,197
+2,233
+114% +$380K 0.23% 36
2024
Q3 		$340K Buy
1,964
+14
+0.7% +$2.38K 0.11% 43
2024
Q2 		$322K Buy
1,950
+139
+8% +$22.7K 0.12% 43
2024
Q1 		$294K Sell
1,811
-557
-24% -$87.4K 0.11% 44
2023
Q4 		$347K Buy
2,368
+37
+2% +$5.48K 0.14% 41
2023
Q3 		$340K Buy
2,331
+10
+0.4% +$1.53K 0.14% 42
2023
Q2 		$352K Buy
2,321
+59
+3% +$8.89K 0.15% 40
2023
Q1 		$336K Buy
2,262
+98
+5% +$14K 0.15% 39
2022
Q4 		$328K Buy
2,164
+69
+3% +$9.67K 0.16% 35
2022
Q3 		$264K Buy
2,095
+646
+45% +$91.8K 0.14% 38
2022
Q2 		$208K Buy
1,449
+68
+5% +$10.2K 0.12% 41
2022
Q1 		$211K Buy
1,381
+7
+0.5% +$1.09K 0.15% 41
2021
Q4 		$225K Buy
+1,374
New +$204K 0.18% 34

Other funds holding PG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Abound Wealth Management's PG Position: Q2 2026 in Review

Abound Wealth Management reduced its Procter & Gamble (PG) stake by 22% in Q2 2026, selling an estimated $104K and leaving 2,585 shares worth $379K. The position accounts for 0.08% of the portfolio, ranked #58.

Abound Wealth Management first reported a position in PG in Q4 2021 and has held it in 19 quarters since. The position peaked at $704K in Q4 2024. 995 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Abound Wealth Management held 2,585 shares of Procter & Gamble worth $379K as of Q2 2026.
  • Abound Wealth Management sold 716 Procter & Gamble shares in Q2 2026, an estimated $104K.
  • Procter & Gamble made up 0.08% of Abound Wealth Management's portfolio in Q2 2026, its #58 holding.
  • Abound Wealth Management first reported a position in Procter & Gamble in Q4 2021 and has held it in 19 quarters since.
  • Abound Wealth Management's Procter & Gamble position peaked at $704K in Q4 2024.
  • 995 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.