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 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

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

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

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

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

Boyd Wealth Management increased its Procter & Gamble (PG) stake by 0.71% in Q2 2026, buying an estimated $3.78K and bringing the position to 3,678 shares worth $539K. The position accounts for 0.2% of the portfolio, ranked #38.

Boyd Wealth Management first reported a position in PG in Q4 2021 and has held it in 19 quarters since. The position peaked at $739K in Q4 2021. 861 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Boyd Wealth Management held 3,678 shares of Procter & Gamble worth $539K as of Q2 2026.
Boyd Wealth Management bought 26 Procter & Gamble shares in Q2 2026, an estimated $3.78K.
Procter & Gamble made up 0.2% of Boyd Wealth Management's portfolio in Q2 2026, its #38 holding.
Boyd Wealth Management first reported a position in Procter & Gamble in Q4 2021 and has held it in 19 quarters since.
Boyd Wealth Management's Procter & Gamble position peaked at $739K in Q4 2021.
861 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Boyd Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.