AWM
PG icon

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

Accurate 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 		$27.7M Buy
188,336
+97,967
+108% +$14.3M 2.64% 5
2026
Q1 		$13.1M Buy
90,369
+1,657
+2% +$251K 1.58% 7
2025
Q4 		$12.6M Buy
88,712
+5,631
+7% +$830K 1.6% 8
2025
Q3 		$12.4M Buy
83,081
+640
+0.8% +$100K 1.65% 8
2025
Q2 		$13.1M Buy
82,441
+1,763
+2% +$288K 2% 7
2025
Q1 		$13.5M Buy
80,678
+53,758
+200% +$9M 2.57% 4
2024
Q4 		$4.27M Buy
26,920
+455
+2% +$77.5K 0.82% 21
2024
Q3 		$4.59M Buy
26,465
+323
+1% +$54.8K 0.92% 18
2024
Q2 		$4.3M Buy
26,142
+1,016
+4% +$166K 1.03% 17
2024
Q1 		$3.97M Sell
25,126
-1,825
-7% -$286K 1.16% 20
2023
Q4 		$4.06M Sell
26,951
-819
-3% -$121K 1.26% 15
2023
Q3 		$4.06M Buy
27,770
+14,499
+109% +$2.21M 1.27% 15
2023
Q2 		$1.99M Buy
13,271
+1,358
+11% +$205K 0.62% 44
2023
Q1 		$1.8M Buy
11,913
+2,340
+24% +$335K 0.62% 36
2022
Q4 		$1.45M Buy
9,573
+648
+7% +$90.8K 0.54% 43
2022
Q3 		$1.34M Buy
8,925
+1,126
+14% +$160K 0.56% 44
2022
Q2 		$1.13M Sell
7,799
-131
-2% -$19.7K 0.62% 34
2022
Q1 		$1.21M Buy
7,930
+2,388
+43% +$374K 0.54% 41
2021
Q4 		$1.08M Buy
5,542
+161
+3% +$23.9K 0.89% 17
2021
Q3 		$989K Sell
5,381
-1,089
-17% -$154K 0.86% 24
2021
Q2 		$873K Buy
+6,470
New +$875K 0.77% 23

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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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

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

Accurate Wealth Management increased its Procter & Gamble (PG) stake by 108% in Q2 2026, buying an estimated $14.3M and bringing the position to 188,336 shares worth $27.7M. The position accounts for 2.64% of the portfolio, ranked #5.

Accurate Wealth Management first reported a position in PG in Q2 2021 and has held it in 21 quarters since. 1,524 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Accurate Wealth Management held 188,336 shares of Procter & Gamble worth $27.7M as of Q2 2026.
  • Accurate Wealth Management bought 97,967 Procter & Gamble shares in Q2 2026, an estimated $14.3M.
  • Procter & Gamble made up 2.64% of Accurate Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Accurate Wealth Management first reported a position in Procter & Gamble in Q2 2021 and has held it in 21 quarters since.
  • 1,524 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.