BWM
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Brown Wealth Management’s Procter & Gamble PG Stock Holding History

Brown 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 		$322K Sell
2,195
-484
-18% -$70.4K 0.07% 105
2026
Q1 		$387K Buy
2,679
+291
+12% +$44.1K 0.1% 85
2025
Q4 		$342K Sell
2,388
-203
-8% -$29.9K 0.09% 81
2025
Q3 		$398K Buy
2,591
+272
+12% +$42.5K 0.11% 75
2025
Q2 		$369K Sell
2,319
-14
-0.6% -$2.29K 0.11% 73
2025
Q1 		$398K Sell
2,333
-277
-11% -$46.4K 0.14% 70
2024
Q4 		$438K Buy
2,610
+13
+0.5% +$2.21K 0.16% 53
2024
Q3 		$450K Buy
2,597
+66
+3% +$11.2K 0.16% 55
2024
Q2 		$417K Sell
2,531
-59
-2% -$9.65K 0.17% 57
2024
Q1 		$420K Sell
2,590
-336
-11% -$52.7K 0.17% 57
2023
Q4 		$429K Sell
2,926
-55
-2% -$8.15K 0.19% 58
2023
Q3 		$435K Sell
2,981
-165
-5% -$25.2K 0.21% 53
2023
Q2 		$477K Buy
+3,146
New +$474K 0.25% 59

Other funds holding PG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Robeco Institutional Asset Management
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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

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

Brown Wealth Management reduced its Procter & Gamble (PG) stake by 18% in Q2 2026, selling an estimated $70.4K and leaving 2,195 shares worth $322K. The position accounts for 0.07% of the portfolio, ranked #105.

Brown Wealth Management first reported a position in PG in Q2 2023 and has held it in 13 quarters since. The position peaked at $477K in Q2 2023. 978 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Brown Wealth Management held 2,195 shares of Procter & Gamble worth $322K as of Q2 2026.
  • Brown Wealth Management sold 484 Procter & Gamble shares in Q2 2026, an estimated $70.4K.
  • Procter & Gamble made up 0.07% of Brown Wealth Management's portfolio in Q2 2026, its #105 holding.
  • Brown Wealth Management first reported a position in Procter & Gamble in Q2 2023 and has held it in 13 quarters since.
  • Brown Wealth Management's Procter & Gamble position peaked at $477K in Q2 2023.
  • 978 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Brown Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.