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Beaird Harris Wealth Management’s Procter & Gamble PG Stock Holding History

Beaird Harris 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 		$131K Sell
894
-127
-12% -$18.5K 0.01% 184
2026
Q1 		$147K Sell
1,021
-56
-5% -$8.49K 0.01% 152
2025
Q4 		$154K Sell
1,077
-7
-0.6% -$1.03K 0.01% 155
2025
Q3 		$166K Buy
1,084
+88
+9% +$13.7K 0.01% 142
2025
Q2 		$159K Buy
996
+3
+0.3% +$490 0.01% 142
2025
Q1 		$169K Sell
993
-285
-22% -$47.7K 0.01% 131
2024
Q4 		$214K Buy
1,278
+96
+8% +$16.4K 0.02% 126
2024
Q3 		$205K Sell
1,182
-1,348
-53% -$229K 0.02% 130
2024
Q2 		$417K Sell
2,530
-5
-0.2% -$817 0.04% 89
2024
Q1 		$411K Buy
2,535
+245
+11% +$38.4K 0.04% 81
2023
Q4 		$336K Sell
2,290
-189
-8% -$28K 0.04% 77
2023
Q3 		$362K Buy
2,479
+92
+4% +$14.1K 0.04% 70
2023
Q2 		$362K Sell
2,387
-35
-1% -$5.28K 0.04% 67
2023
Q1 		$360K Sell
2,422
-223
-8% -$31.9K 0.06% 64
2022
Q4 		$401K Buy
2,645
+206
+8% +$28.9K 0.07% 60
2022
Q3 		$308K Buy
2,439
+1,827
+299% +$260K 0.07% 62
2022
Q2 		$88K Sell
612
-2,439
-80% -$367K 0.02% 105
2022
Q1 		$466K Sell
3,051
-209
-6% -$32.7K 0.17% 48
2021
Q4 		$533K Buy
+3,260
New +$484K 0.19% 64

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

Beaird Harris Wealth Management's PG Position: Q2 2026 in Review

Beaird Harris Wealth Management reduced its Procter & Gamble (PG) stake by 12% in Q2 2026, selling an estimated $18.5K and leaving 894 shares worth $131K. The position accounts for 0.01% of the portfolio, ranked #184.

Beaird Harris Wealth Management first reported a position in PG in Q4 2021 and has held it in 19 quarters since. The position peaked at $533K in Q4 2021. 761 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Beaird Harris Wealth Management held 894 shares of Procter & Gamble worth $131K as of Q2 2026.
  • Beaird Harris Wealth Management sold 127 Procter & Gamble shares in Q2 2026, an estimated $18.5K.
  • Procter & Gamble made up 0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #184 holding.
  • Beaird Harris Wealth Management first reported a position in Procter & Gamble in Q4 2021 and has held it in 19 quarters since.
  • Beaird Harris Wealth Management's Procter & Gamble position peaked at $533K in Q4 2021.
  • 761 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.