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

Accel 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 		$1.32M Sell
8,991
-304
-3% -$44.2K 0.3% 82
2026
Q1 		$1.34M Buy
9,295
+344
+4% +$52.2K 0.35% 73
2025
Q4 		$1.28M Sell
8,951
-907
-9% -$134K 0.35% 71
2025
Q3 		$1.51M Sell
9,858
-143
-1% -$22.3K 0.44% 60
2025
Q2 		$1.59M Buy
10,001
+219
+2% +$35.7K 0.53% 54
2025
Q1 		$1.67M Sell
9,782
-531
-5% -$88.9K 0.6% 46
2024
Q4 		$1.73M Sell
10,313
-61
-0.6% -$10.4K 0.66% 39
2024
Q3 		$1.8M Sell
10,374
-4,679
-31% -$794K 0.67% 40
2024
Q2 		$2.48M Sell
15,053
-15,962
-51% -$2.61M 0.99% 22
2024
Q1 		$5.03M Buy
31,015
+28,001
+929% +$4.39M 2.14% 7
2023
Q4 		$442K Buy
3,014
+137
+5% +$20.3K 0.22% 110
2023
Q3 		$420K Buy
2,877
+8
+0.3% +$1.22K 0.23% 101
2023
Q2 		$435K Sell
2,869
-19
-0.7% -$2.86K 0.24% 101
2023
Q1 		$429K Buy
2,888
+312
+12% +$44.6K 0.18% 131
2022
Q4 		$390K Sell
2,576
-24
-0.9% -$3.36K 0.19% 102
2022
Q3 		$338K Buy
2,600
+2
+0.1% +$284 0.18% 112
2022
Q2 		$377K Buy
2,598
+28
+1% +$4.21K 0.22% 96
2022
Q1 		$399K Buy
2,570
+79
+3% +$12.4K 0.21% 93
2021
Q4 		$408K Sell
2,491
-182
-7% -$27K 0.2% 92
2021
Q3 		$374K Sell
2,673
-59
-2% -$8.36K 0.24% 76
2021
Q2 		$369K Buy
2,732
+2
+0.1% +$271 0.24% 80
2021
Q1 		$370K Buy
2,730
+144
+6% +$18.8K 0.3% 71
2020
Q4 		$360K Buy
+2,586
New +$361K 0.34% 64

Other funds holding PG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Accel Wealth Management reduced its Procter & Gamble (PG) stake by 3.3% in Q2 2026, selling an estimated $44.2K and leaving 8,991 shares worth $1.32M. The position accounts for 0.3% of the portfolio, ranked #82.

Accel Wealth Management first reported a position in PG in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.03M in Q1 2024. 1,771 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Accel Wealth Management held 8,991 shares of Procter & Gamble worth $1.32M as of Q2 2026.
  • Accel Wealth Management sold 304 Procter & Gamble shares in Q2 2026, an estimated $44.2K.
  • Procter & Gamble made up 0.3% of Accel Wealth Management's portfolio in Q2 2026, its #82 holding.
  • Accel Wealth Management first reported a position in Procter & Gamble in Q4 2020 and has held it in 23 quarters since.
  • Accel Wealth Management's Procter & Gamble position peaked at $5.03M in Q1 2024.
  • 1,771 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

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