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Aegis Wealth Management (Iowa)’s Procter & Gamble PG Stock Holding History

Aegis Wealth Management (Iowa)’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 		$572K Buy
3,902
+22
+0.6% +$3.2K 0.37% 54
2026
Q1 		$560K Buy
3,880
+54
+1% +$8.19K 0.44% 48
2025
Q4 		$548K Buy
+3,826
New +$564K 0.43% 50

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Aegis Wealth Management (Iowa)'s PG Position: Q2 2026 in Review

Aegis Wealth Management (Iowa) increased its Procter & Gamble (PG) stake by 0.57% in Q2 2026, buying an estimated $3.2K and bringing the position to 3,902 shares worth $572K. The position accounts for 0.37% of the portfolio, ranked #54.

Aegis Wealth Management (Iowa) first reported a position in PG in Q4 2025 and has held it in 3 quarters since. 1,234 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Aegis Wealth Management (Iowa) held 3,902 shares of Procter & Gamble worth $572K as of Q2 2026.
  • Aegis Wealth Management (Iowa) bought 22 Procter & Gamble shares in Q2 2026, an estimated $3.2K.
  • Procter & Gamble made up 0.37% of Aegis Wealth Management (Iowa)'s portfolio in Q2 2026, its #54 holding.
  • Aegis Wealth Management (Iowa) first reported a position in Procter & Gamble in Q4 2025 and has held it in 3 quarters since.
  • 1,234 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Aegis Wealth Management (Iowa)'s 13F filing for Q2 2026, filed 16 Jul 2026.