Dakota Wealth Management’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $13.5M | Sell |
91,946
-2,056
| -2% | -$299K | 0.26% | 85 |
|
|
2026
Q1 | $13.6M | Sell |
94,002
-11,233
| -11% | -$1.7M | 0.29% | 78 |
|
|
2025
Q4 | $15.1M | Buy |
105,235
+20,523
| +24% | +$3.03M | 0.27% | 70 |
|
|
2025
Q3 | $13M | Buy |
84,712
+8,892
| +12% | +$1.39M | 0.26% | 73 |
|
|
2025
Q2 | $12.1M | Sell |
75,820
-2,464
| -3% | -$402K | 0.25% | 81 |
|
|
2025
Q1 | $13.3M | Sell |
78,284
-25,626
| -25% | -$4.29M | 0.31% | 67 |
|
|
2024
Q4 | $17.4M | Sell |
103,910
-970
| -0.9% | -$165K | 0.4% | 50 |
|
|
2024
Q3 | $18.2M | Buy |
104,880
+19,273
| +23% | +$3.27M | 0.41% | 47 |
|
|
2024
Q2 | $14.1M | Sell |
85,607
-1,495
| -2% | -$244K | 0.33% | 61 |
|
|
2024
Q1 | $14.1M | Buy |
87,102
+16,928
| +24% | +$2.65M | 0.35% | 62 |
|
|
2023
Q4 | $10.3M | Sell |
70,174
-448
| -0.6% | -$66.4K | 0.4% | 72 |
|
|
2023
Q3 | $10.3M | Buy |
70,622
+8,754
| +14% | +$1.34M | 0.45% | 58 |
|
|
2023
Q2 | $9.39M | Buy |
61,868
+21,083
| +52% | +$3.18M | 0.44% | 60 |
|
|
2023
Q1 | $6.06M | Sell |
40,785
-155
| -0.4% | -$22.2K | 0.4% | 68 |
|
|
2022
Q4 | $6.2M | Sell |
40,940
-1,887
| -4% | -$265K | 0.44% | 55 |
|
|
2022
Q3 | $5.41M | Buy |
42,827
+10,392
| +32% | +$1.48M | 0.44% | 54 |
|
|
2022
Q2 | $4.66M | Buy |
32,435
+660
| +2% | +$99.2K | 0.43% | 65 |
|
|
2022
Q1 | $4.86M | Buy |
31,775
+7,945
| +33% | +$1.24M | 0.39% | 71 |
|
|
2021
Q4 | $3.9M | Sell |
23,830
-3,989
| -14% | -$592K | 0.41% | 65 |
|
|
2021
Q3 | $3.89M | Sell |
27,819
-63
| -0.2% | -$8.93K | 0.45% | 62 |
|
|
2021
Q2 | $3.76M | Buy |
27,882
+1,711
| +7% | +$232K | 0.45% | 63 |
|
|
2021
Q1 | $3.54M | Sell |
26,171
-341
| -1% | -$44.5K | 0.47% | 60 |
|
|
2020
Q4 | $3.69M | Buy |
26,512
+10,324
| +64% | +$1.44M | 0.48% | 59 |
|
|
2020
Q3 | $2.25M | Buy |
16,188
+270
| +2% | +$35.8K | 0.35% | 78 |
|
|
2020
Q2 | $1.9M | Buy |
15,918
+1,232
| +8% | +$144K | 0.33% | 87 |
|
|
2020
Q1 | $1.61M | Buy |
14,686
+630
| +4% | +$75.6K | 0.35% | 76 |
|
|
2019
Q4 | $1.75M | Sell |
14,056
-904
| -6% | -$111K | 0.28% | 89 |
|
|
2019
Q3 | $1.86M | Buy |
14,960
+4,464
| +43% | +$527K | 0.32% | 84 |
|
|
2019
Q2 | $1.15M | Buy |
10,496
+75
| +0.7% | +$7.99K | 0.22% | 100 |
|
|
2019
Q1 | $1.08M | Sell |
10,421
-4,145
| -28% | -$403K | 0.22% | 107 |
|
|
2018
Q4 | $1.25M | Buy |
14,566
+686
| +5% | +$61.3K | 0.28% | 78 |
|
|
2018
Q3 | $1.16M | Buy |
13,880
+1,201
| +9% | +$98.2K | 0.26% | 87 |
|
|
2018
Q2 | $989K | Buy |
+12,679
| New | +$954K | 0.27% | 85 |
|
|
2018
Q1 | – | Sell |
-2,392
| Closed | -$220K | – | 98 |
|
|
2017
Q4 | $220K | Hold |
2,392
| – | – | 0.12% | 73 |
|
|
2017
Q3 | $218K | Hold |
2,392
| – | – | 0.12% | 60 |
|
|
2017
Q2 | $208K | Sell |
2,392
-1,108
| -32% | -$97.7K | 0.11% | 60 |
|
|
2017
Q1 | $314K | Hold |
3,500
| – | – | 0.18% | 51 |
|
|
2016
Q4 | $294K | Buy |
+3,500
| New | +$298K | 0.19% | 44 |
|
|
2016
Q3 | – | Sell |
-4,274
| Closed | -$362K | – | 54 |
|
|
2016
Q2 | $362K | Sell |
4,274
-262
| -6% | -$21.5K | 0.24% | 39 |
|
|
2016
Q1 | $373K | Buy |
4,536
+12
| +0.3% | +$967 | 0.27% | 38 |
|
|
2015
Q4 | $359K | Hold |
4,524
| – | – | 0.24% | 40 |
|
|
2015
Q3 | $325K | Sell |
4,524
-288
| -6% | -$21.6K | 0.22% | 41 |
|
|
2015
Q2 | $376K | Sell |
4,812
-326
| -6% | -$26.2K | 0.23% | 43 |
|
|
2015
Q1 | $421K | Buy |
5,138
+437
| +9% | +$37.6K | 0.25% | 42 |
|
|
2014
Q4 | $429K | Buy |
+4,701
| New | +$414K | 0.27% | 42 |
|
Other funds holding PG
Dakota Wealth Management's PG Position: Q2 2026 in Review
Dakota Wealth Management reduced its Procter & Gamble (PG) stake by 2.2% in Q2 2026, selling an estimated $299K and leaving 91,946 shares worth $13.5M. The position accounts for 0.26% of the portfolio, ranked #85.
Dakota Wealth Management first reported a position in PG in Q4 2014 and has held it in 45 quarters since. The position peaked at $18.2M in Q3 2024. 3,998 funds tracked by Wall St. Rank hold PG as of Q2 2026.
- Dakota Wealth Management held 91,946 shares of Procter & Gamble worth $13.5M as of Q2 2026.
- Dakota Wealth Management sold 2,056 Procter & Gamble shares in Q2 2026, an estimated $299K.
- Procter & Gamble made up 0.26% of Dakota Wealth Management's portfolio in Q2 2026, its #85 holding.
- Dakota Wealth Management first reported a position in Procter & Gamble in Q4 2014 and has held it in 45 quarters since.
- Dakota Wealth Management's Procter & Gamble position peaked at $18.2M in Q3 2024.
- 3,998 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.
Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.