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

Baron 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 		$1.08M Buy
7,361
+717
+11% +$104K 0.28% 45
2026
Q1 		$960K Buy
6,644
+790
+13% +$120K 0.29% 41
2025
Q4 		$839K Sell
5,854
-61
-1% -$8.99K 0.26% 55
2025
Q3 		$909K Sell
5,915
-63
-1% -$9.84K 0.3% 41
2025
Q2 		$952K Sell
5,978
-119
-2% -$19.4K 0.34% 35
2025
Q1 		$1.04M Sell
6,097
-195
-3% -$32.7K 0.46% 24
2024
Q4 		$1.05M Buy
6,292
+270
+4% +$46K 0.5% 24
2024
Q3 		$1.04M Buy
6,022
+116
+2% +$19.7K 0.5% 21
2024
Q2 		$974K Sell
5,906
-227
-4% -$37.1K 0.5% 22
2024
Q1 		$995K Buy
6,133
+11
+0.2% +$1.73K 0.53% 24
2023
Q4 		$897K Buy
6,122
+83
+1% +$12.3K 0.49% 24
2023
Q3 		$881K Buy
6,039
+44
+0.7% +$6.72K 0.56% 21
2023
Q2 		$910K Buy
5,995
+33
+0.6% +$4.97K 0.58% 22
2023
Q1 		$886K Buy
5,962
+60
+1% +$8.58K 0.63% 21
2022
Q4 		$894K Buy
+5,902
New +$827K 0.69% 18

Other funds holding PG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

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

Baron Wealth Management increased its Procter & Gamble (PG) stake by 11% in Q2 2026, buying an estimated $104K and bringing the position to 7,361 shares worth $1.08M. The position accounts for 0.28% of the portfolio, ranked #45.

Baron Wealth Management first reported a position in PG in Q4 2022 and has held it in 15 quarters since. 761 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Baron Wealth Management held 7,361 shares of Procter & Gamble worth $1.08M as of Q2 2026.
  • Baron Wealth Management bought 717 Procter & Gamble shares in Q2 2026, an estimated $104K.
  • Procter & Gamble made up 0.28% of Baron Wealth Management's portfolio in Q2 2026, its #45 holding.
  • Baron Wealth Management first reported a position in Procter & Gamble in Q4 2022 and has held it in 15 quarters since.
  • 761 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.