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Baker Tilly Wealth Management’s Procter & Gamble PG Stock Holding History

Baker Tilly 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
Q3 		$1.17M Sell
8,066
-301
-4% -$44.1K 0.23% 75
2026
Q2 		$1.23M Sell
8,367
-758
-8% -$110K 0.26% 67
2026
Q1 		$1.32M Sell
9,125
-133
-1% -$20.2K 0.32% 58
2025
Q4 		$1.33M Buy
9,258
+338
+4% +$49.8K 0.33% 54
2025
Q3 		$1.37M Buy
8,920
+1,605
+22% +$251K 0.31% 56
2025
Q2 		$1.17M Sell
7,315
-1,092
-13% -$178K 0.42% 47
2025
Q1 		$1.43M Buy
8,407
+118
+1% +$19.8K 0.56% 31
2024
Q4 		$1.39M Buy
8,289
+32
+0.4% +$5.45K 0.55% 38
2024
Q3 		$1.43M Sell
8,257
-418
-5% -$71K 0.63% 25
2024
Q2 		$1.43M Sell
8,675
-10,302
-54% -$1.68M 0.59% 29
2024
Q1 		$3.08M Sell
18,977
-683
-3% -$107K 0.56% 36
2023
Q4 		$2.88M Sell
19,660
-3,693
-16% -$547K 0.47% 38
2023
Q3 		$3.41M Sell
23,353
-15,829
-40% -$2.42M 0.56% 33
2023
Q2 		$5.95M Buy
39,182
+1,710
+5% +$258K 0.62% 33
2023
Q1 		$5.57M Buy
37,472
+3,031
+9% +$433K 0.63% 36
2022
Q4 		$5.22M Buy
34,441
+2,181
+7% +$306K 0.64% 31
2022
Q3 		$4.07M Buy
32,260
+171
+0.5% +$24.3K 0.56% 35
2022
Q2 		$4.61M Buy
32,089
+1,660
+5% +$249K 0.61% 35
2022
Q1 		$4.65M Sell
30,429
-1,380
-4% -$216K 0.51% 41
2021
Q4 		$5.2M Buy
31,809
+2,013
+7% +$299K 0.56% 37
2021
Q3 		$4.17M Buy
29,796
+2,885
+11% +$409K 0.55% 34
2021
Q2 		$3.63M Buy
26,911
+2,875
+12% +$389K 0.59% 34
2021
Q1 		$3.25M Buy
24,036
+10,029
+72% +$1.31M 0.67% 29
2020
Q4 		$1.95M Buy
+14,007
New +$1.96M 0.6% 42

Other funds holding PG

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Baker Tilly Wealth Management's PG Position: Q3 2026 in Review

Baker Tilly Wealth Management reduced its Procter & Gamble (PG) stake by 3.6% in Q3 2026, selling an estimated $44.1K and leaving 8,066 shares worth $1.17M. The position accounts for 0.23% of the portfolio, ranked #75.

Baker Tilly Wealth Management first reported a position in PG in Q4 2020 and has held it in 24 quarters since. The position peaked at $5.95M in Q2 2023. 215 funds tracked by Wall St. Rank hold PG as of Q3 2026.

  • Baker Tilly Wealth Management held 8,066 shares of Procter & Gamble worth $1.17M as of Q3 2026.
  • Baker Tilly Wealth Management sold 301 Procter & Gamble shares in Q3 2026, an estimated $44.1K.
  • Procter & Gamble made up 0.23% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #75 holding.
  • Baker Tilly Wealth Management first reported a position in Procter & Gamble in Q4 2020 and has held it in 24 quarters since.
  • Baker Tilly Wealth Management's Procter & Gamble position peaked at $5.95M in Q2 2023.
  • 215 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.