Bright Futures Wealth Management’s Procter & Gamble PG Stock Holding History

Bright Futures 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	$430K	Sell	2,933 -41	-1%	-$5.97K	0.28%	112
2026 Q1	$430K	Sell	2,974 -8	-0.3%	-$1.21K	0.29%	94
2025 Q4	$427K	Buy	2,982 +83	+3%	+$12.2K	0.32%	91
2025 Q3	$445K	Buy	+2,899	New	+$453K	0.35%	85
2025 Q1	$469K	Sell	2,832 -225	-7%	-$37.7K	0.51%	58
2024 Q4	$508K	Sell	3,057 -158	-5%	-$26.9K	0.45%	63
2024 Q3	$534K	Buy	3,215 +49	+2%	+$8.32K	0.26%	110
2024 Q2	$538K	Hold	3,166	–	–	0.29%	104
2024 Q1	$527K	Buy	+3,166	New	+$497K	0.29%	99

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

Bright Futures Wealth Management's PG Position: Q2 2026 in Review

Bright Futures Wealth Management reduced its Procter & Gamble (PG) stake by 1.4% in Q2 2026, selling an estimated $5.97K and leaving 2,933 shares worth $430K. The position accounts for 0.28% of the portfolio, ranked #112.

Bright Futures Wealth Management first reported a position in PG in Q1 2024 and has held it in 9 quarters since. The position peaked at $538K in Q2 2024. 1,371 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Bright Futures Wealth Management held 2,933 shares of Procter & Gamble worth $430K as of Q2 2026.
Bright Futures Wealth Management sold 41 Procter & Gamble shares in Q2 2026, an estimated $5.97K.
Procter & Gamble made up 0.28% of Bright Futures Wealth Management's portfolio in Q2 2026, its #112 holding.
Bright Futures Wealth Management first reported a position in Procter & Gamble in Q1 2024 and has held it in 9 quarters since.
Bright Futures Wealth Management's Procter & Gamble position peaked at $538K in Q2 2024.
1,371 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.