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

Aprio 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 		$3.04M Buy
20,742
+2,913
+16% +$424K 0.15% 113
2026
Q1 		$2.58M Buy
17,829
+6,245
+54% +$947K 0.14% 102
2025
Q4 		$2.89M Buy
11,584
+2,334
+25% +$344K 0.17% 95
2025
Q3 		$1.42M Buy
9,250
+245
+3% +$38.3K 0.14% 97
2025
Q2 		$1.43M Sell
9,005
-1,667
-16% -$272K 0.16% 85
2025
Q1 		$1.82M Buy
10,672
+1,163
+12% +$195K 0.23% 70
2024
Q4 		$1.59M Buy
9,509
+1,119
+13% +$191K 0.23% 64
2024
Q3 		$1.45M Sell
8,390
-187
-2% -$31.7K 0.23% 61
2024
Q2 		$1.41M Buy
8,577
+2,550
+42% +$417K 0.26% 51
2024
Q1 		$978K Buy
6,027
+683
+13% +$107K 0.19% 67
2023
Q4 		$783K Buy
5,344
+658
+14% +$97.5K 0.17% 68
2023
Q3 		$684K Buy
4,686
+1,586
+51% +$242K 0.19% 65
2023
Q2 		$470K Buy
3,100
+17
+0.6% +$2.56K 0.13% 80
2023
Q1 		$458K Buy
3,083
+540
+21% +$77.2K 0.14% 70
2022
Q4 		$385K Buy
2,543
+174
+7% +$24.4K 0.14% 74
2022
Q3 		$299K Buy
2,369
+292
+14% +$41.5K 0.12% 76
2022
Q2 		$299K Buy
2,077
+136
+7% +$20.4K 0.12% 73
2022
Q1 		$297K Buy
1,941
+399
+26% +$62.4K 0.11% 74
2021
Q4 		$252K Sell
1,542
-472
-23% -$70.1K 0.11% 61
2021
Q3 		$282K Buy
2,014
+529
+36% +$75K 0.13% 58
2021
Q2 		$200K Buy
+1,485
New +$201K 0.09% 71
2020
Q4 		$396K Sell
2,848
-534
-16% -$74.6K 0.26% 35
2020
Q3 		$470K Buy
3,382
+11
+0.3% +$1.46K 0.33% 39
2020
Q2 		$403K Hold
3,371
– – 0.39% 39
2020
Q1 		$371K Buy
3,371
+360
+12% +$43.2K 0.47% 36
2019
Q4 		$376K Buy
+3,011
New +$368K 0.28% 43

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
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Aprio Wealth Management increased its Procter & Gamble (PG) stake by 16% in Q2 2026, buying an estimated $424K and bringing the position to 20,742 shares worth $3.04M. The position accounts for 0.15% of the portfolio, ranked #113.

Aprio Wealth Management first reported a position in PG in Q4 2019 and has held it in 26 quarters since. 1,371 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Aprio Wealth Management held 20,742 shares of Procter & Gamble worth $3.04M as of Q2 2026.
  • Aprio Wealth Management bought 2,913 Procter & Gamble shares in Q2 2026, an estimated $424K.
  • Procter & Gamble made up 0.15% of Aprio Wealth Management's portfolio in Q2 2026, its #113 holding.
  • Aprio Wealth Management first reported a position in Procter & Gamble in Q4 2019 and has held it in 26 quarters since.
  • 1,371 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

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