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

Boyd 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	$602K	Buy	4,146 +468	+13%	+$68.6K	0.21%	41
2026 Q2	$539K	Buy	3,678 +26	+0.7%	+$3.78K	0.2%	38
2026 Q1	$527K	Hold	3,652	–	–	0.22%	34
2025 Q4	$523K	Sell	3,652 -134	-4%	-$19.8K	0.22%	36
2025 Q3	$582K	Hold	3,786	–	–	0.25%	33
2025 Q2	$603K	Sell	3,786 -326	-8%	-$53.2K	0.26%	29
2025 Q1	$701K	Hold	4,112	–	–	0.35%	25
2024 Q4	$689K	Sell	4,112 -28	-0.7%	-$4.77K	0.34%	28
2024 Q3	$717K	Sell	4,140 -35	-0.8%	-$5.94K	0.36%	28
2024 Q2	$689K	Hold	4,175	–	–	0.38%	27
2024 Q1	$677K	Hold	4,175	–	–	0.39%	28
2023 Q4	$612K	Sell	4,175 -215	-5%	-$31.8K	0.38%	28
2023 Q3	$640K	Buy	4,390 +144	+3%	+$22K	0.43%	27
2023 Q2	$644K	Hold	4,246	–	–	0.39%	28
2023 Q1	$631K	Hold	4,246	–	–	0.44%	27
2022 Q4	$644K	Sell	4,246 -47	-1%	-$6.59K	0.47%	26
2022 Q3	$542K	Sell	4,293 -5	-0.1%	-$710	0.43%	29
2022 Q2	$618K	Hold	4,298	–	–	0.5%	28
2022 Q1	$657K	Sell	4,298 -220	-5%	-$34.4K	0.49%	22
2021 Q4	$739K	Buy	+4,518	New	+$671K	0.54%	24

Other funds holding PG

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Boyd Wealth Management's PG Position: Q3 2026 in Review

Boyd Wealth Management increased its Procter & Gamble (PG) stake by 13% in Q3 2026, buying an estimated $68.6K and bringing the position to 4,146 shares worth $602K. The position accounts for 0.21% of the portfolio, ranked #41.

Boyd Wealth Management first reported a position in PG in Q4 2021 and has held it in 20 quarters since. The position peaked at $739K in Q4 2021. 1,832 funds tracked by Wall St. Rank hold PG as of Q3 2026.

Boyd Wealth Management held 4,146 shares of Procter & Gamble worth $602K as of Q3 2026.
Boyd Wealth Management bought 468 Procter & Gamble shares in Q3 2026, an estimated $68.6K.
Procter & Gamble made up 0.21% of Boyd Wealth Management's portfolio in Q3 2026, its #41 holding.
Boyd Wealth Management first reported a position in Procter & Gamble in Q4 2021 and has held it in 20 quarters since.
Boyd Wealth Management's Procter & Gamble position peaked at $739K in Q4 2021.
1,832 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on Boyd Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.