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

Ameliora 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	$214K	Hold	1,460	–	–	0.06%	104
2026 Q1	$211K	Hold	1,460	–	–	0.07%	100
2025 Q4	$209K	Hold	1,460	–	–	0.06%	99
2025 Q3	$224K	Hold	1,460	–	–	0.07%	98
2025 Q2	$233K	Hold	1,460	–	–	0.08%	94
2025 Q1	$249K	Hold	1,460	–	–	0.09%	91
2024 Q4	$245K	Buy	1,460 +700	+92%	+$119K	0.09%	92
2024 Q3	$132K	Hold	760	–	–	0.05%	93
2024 Q2	$125K	Sell	760 -310	-29%	-$50.7K	0.06%	95
2024 Q1	$174K	Sell	1,070 -14	-1%	-$2.2K	0.08%	95
2023 Q4	$159K	Sell	1,084 -74	-6%	-$11K	0.08%	84
2023 Q3	$169K	Buy	1,158 +398	+52%	+$60.8K	0.1%	83
2023 Q2	$115K	Buy	+760	New	+$115K	0.07%	97

Other funds holding PG

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Ameliora Wealth Management held its Procter & Gamble (PG) position steady in Q2 2026 at 1,460 shares worth $214K. The position accounts for 0.06% of the portfolio, ranked #104.

Ameliora Wealth Management first reported a position in PG in Q2 2023 and has held it in 13 quarters since. The position peaked at $249K in Q1 2025. 1,375 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Ameliora Wealth Management held 1,460 shares of Procter & Gamble worth $214K as of Q2 2026.
Ameliora Wealth Management left its Procter & Gamble share count unchanged in Q2 2026.
Procter & Gamble made up 0.06% of Ameliora Wealth Management's portfolio in Q2 2026, its #104 holding.
Ameliora Wealth Management first reported a position in Procter & Gamble in Q2 2023 and has held it in 13 quarters since.
Ameliora Wealth Management's Procter & Gamble position peaked at $249K in Q1 2025.
1,375 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Ameliora Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.