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Cypress Wealth Services’s Procter & Gamble PG Stock Holding History

Cypress Wealth Services’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
2020
Q4 		– Sell
-6,039
Closed -$839K – 446
2020
Q3 		$839K Buy
+6,039
New +$802K 0.22% 86

Other funds holding PG

Assenagon Asset Management
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Cypress Wealth Services's PG Position: Q2 2026 in Review

Cypress Wealth Services reduced its Procter & Gamble (PG) stake by 20% in Q2 2026, selling an estimated $348K and leaving 9,735 shares worth $1.43M. The position accounts for 0.18% of the portfolio, ranked #97.

Cypress Wealth Services first reported a position in PG in Q4 2017 and has held it in 34 quarters since. The position peaked at $8.22M in Q4 2019. 1,371 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Cypress Wealth Services held 9,735 shares of Procter & Gamble worth $1.43M as of Q2 2026.
  • Cypress Wealth Services sold 2,390 Procter & Gamble shares in Q2 2026, an estimated $348K.
  • Procter & Gamble made up 0.18% of Cypress Wealth Services's portfolio in Q2 2026, its #97 holding.
  • Cypress Wealth Services first reported a position in Procter & Gamble in Q4 2017 and has held it in 34 quarters since.
  • Cypress Wealth Services's Procter & Gamble position peaked at $8.22M in Q4 2019.
  • 1,371 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.