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

Biltmore 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	$1.07M	Buy	7,329 +862	+13%	+$125K	0.34%	27
2026 Q1	$934K	Sell	6,467 -32	-0.5%	-$4.85K	0.33%	27
2025 Q4	$931K	Buy	6,499 +48	+0.7%	+$7.08K	0.35%	28
2025 Q3	$991K	Buy	6,451 +724	+13%	+$113K	0.38%	25
2025 Q2	$913K	Sell	5,727 -71	-1%	-$11.6K	0.37%	27
2025 Q1	$988K	Sell	5,798 -20	-0.3%	-$3.35K	0.42%	22
2024 Q4	$975K	Buy	5,818 +293	+5%	+$49.9K	0.41%	24
2024 Q3	$957K	Sell	5,525 -68	-1%	-$11.5K	0.39%	25
2024 Q2	$922K	Sell	5,593 -264	-5%	-$43.2K	0.4%	25
2024 Q1	$858K	Hold	5,857	–	–	0.41%	26
2023 Q4	$858K	Buy	5,857 +35	+0.6%	+$5.18K	0.41%	26
2023 Q3	$849K	Buy	5,822 +413	+8%	+$63.1K	0.41%	24
2023 Q2	$821K	Buy	+5,409	New	+$815K	0.35%	25

Other funds holding PG

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

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

Biltmore Wealth Management increased its Procter & Gamble (PG) stake by 13% in Q2 2026, buying an estimated $125K and bringing the position to 7,329 shares worth $1.07M. The position accounts for 0.34% of the portfolio, ranked #27.

Biltmore Wealth Management first reported a position in PG in Q2 2023 and has held it in 13 quarters since. 1,086 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Biltmore Wealth Management held 7,329 shares of Procter & Gamble worth $1.07M as of Q2 2026.
Biltmore Wealth Management bought 862 Procter & Gamble shares in Q2 2026, an estimated $125K.
Procter & Gamble made up 0.34% of Biltmore Wealth Management's portfolio in Q2 2026, its #27 holding.
Biltmore Wealth Management first reported a position in Procter & Gamble in Q2 2023 and has held it in 13 quarters since.
1,086 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Biltmore Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.