Brady Martz Wealth Solutions’s Procter & Gamble PG Stock Holding History

Brady Martz Wealth Solutions’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	$1.13M	Buy	7,707 +67	+0.9%	+$9.75K	0.17%	94
2026 Q1	$1.1M	Buy	7,640 +1,165	+18%	+$177K	0.19%	92
2025 Q4	$928K	Buy	6,475 +368	+6%	+$54.3K	0.16%	93
2025 Q3	$938K	Buy	6,107 +30	+0.5%	+$4.68K	0.17%	94
2025 Q2	$968K	Buy	6,077 +75	+1%	+$12.2K	0.19%	92
2025 Q1	$1.02M	Sell	6,002 -85	-1%	-$14.2K	0.23%	84
2024 Q4	$972K	Buy	+6,087	New	+$1.04M	0.23%	83

Other funds holding PG

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

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

Brady Martz Wealth Solutions's PG Position: Q2 2026 in Review

Brady Martz Wealth Solutions increased its Procter & Gamble (PG) stake by 0.88% in Q2 2026, buying an estimated $9.75K and bringing the position to 7,707 shares worth $1.13M. The position accounts for 0.17% of the portfolio, ranked #94.

Brady Martz Wealth Solutions first reported a position in PG in Q4 2024 and has held it in 7 quarters since. 1,371 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Brady Martz Wealth Solutions held 7,707 shares of Procter & Gamble worth $1.13M as of Q2 2026.
Brady Martz Wealth Solutions bought 67 Procter & Gamble shares in Q2 2026, an estimated $9.75K.
Procter & Gamble made up 0.17% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #94 holding.
Brady Martz Wealth Solutions first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
1,371 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.