DWM
PG icon

Darwin Wealth Management’s Procter & Gamble PG Stock Holding History

Darwin 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 		$167K Sell
1,136
-86
-7% -$12.5K 0.05% 148
2026
Q1 		$177K Sell
1,222
-38
-3% -$5.76K 0.06% 142
2025
Q4 		$181K Sell
1,260
-36
-3% -$5.31K 0.06% 139
2025
Q3 		$199K Sell
1,296
-74
-5% -$11.6K 0.06% 133
2025
Q2 		$218K Sell
1,370
-11,388
-89% -$1.86M 0.08% 127
2025
Q1 		$2.14M Hold
12,758
– – 0.72% 43
2024
Q4 		$2.14M Sell
12,758
-24,544
-66% -$4.18M 0.72% 43
2024
Q3 		$6.46M Buy
+37,302
New +$6.33M 1.77% 16
2024
Q2 		– Sell
-38,816
Closed -$6.3M – 126
2024
Q1 		$6.3M Sell
38,816
-1,482
-4% -$232K 1.76% 17
2023
Q4 		$5.91M Sell
40,298
-1,637
-4% -$242K 1.58% 20
2023
Q3 		$6.12M Buy
41,935
+264
+0.6% +$40.3K 1.65% 19
2023
Q2 		$6.17M Buy
41,671
+3,701
+10% +$558K 1.59% 19
2023
Q1 		$5.74M Buy
37,970
+1,744
+5% +$249K 1.55% 18
2022
Q4 		$5.47M Sell
36,226
-5,287
-13% -$741K 1.42% 19
2022
Q3 		$5.29M Buy
41,513
+16,860
+68% +$2.4M 1.32% 20
2022
Q2 		$3.5M Sell
24,653
-25
-0.1% -$3.76K 0.71% 37
2022
Q1 		$3.77M Sell
24,678
-4,315
-15% -$675K 0.62% 42
2021
Q4 		$4.7M Buy
28,993
+3,936
+16% +$584K 0.74% 32
2021
Q3 		$3.5M Sell
25,057
-3,272
-12% -$464K 0.56% 39
2021
Q2 		$3.82M Buy
28,329
+665
+2% +$90K 0.62% 32
2021
Q1 		$3.75M Sell
27,664
-214
-0.8% -$27.9K 0.65% 40
2020
Q4 		$3.88M Buy
27,878
+38
+0.1% +$5.31K 0.73% 35
2020
Q3 		$3.87M Sell
27,840
-365
-1% -$48.5K 0.84% 30
2020
Q2 		$3.37M Sell
28,205
-23,560
-46% -$2.75M 0.86% 32
2020
Q1 		$5.69M Buy
51,765
+3,275
+7% +$393K 1.81% 17
2019
Q4 		$6.06M Sell
48,490
-1,903
-4% -$233K 1.61% 12
2019
Q3 		$6.27M Buy
50,393
+26
+0.1% +$3.07K 1.86% 8
2019
Q2 		$5.52M Buy
50,367
+37
+0.1% +$3.94K 1.71% 10
2019
Q1 		$5.24M Buy
50,330
+24,090
+92% +$2.34M 1.73% 17
2018
Q4 		$2.41M Sell
26,240
-46
-0.2% -$4.11K 1.68% 17
2018
Q3 		$2.19M Sell
26,286
-884
-3% -$72.3K 1.22% 26
2018
Q2 		$2.12M Sell
27,170
-1,223
-4% -$92K 1.38% 18
2018
Q1 		$2.25M Sell
28,393
-21,315
-43% -$1.78M 1.63% 18
2017
Q4 		$4.57M Buy
49,708
+20,915
+73% +$1.88M 1.96% 7
2017
Q3 		$2.62M Sell
28,793
-18,411
-39% -$1.68M 2.53% 12
2017
Q2 		$4.11M Sell
47,204
-719
-2% -$63.4K 2.27% 6
2017
Q1 		$4.31M Buy
47,923
+1,229
+3% +$109K 2.5% 5
2016
Q4 		$3.93M Buy
46,694
+5,966
+15% +$508K 2.64% 9
2016
Q3 		$3.65M Buy
40,728
+1,959
+5% +$170K 2.82% 5
2016
Q2 		$3.28M Buy
+38,769
New +$3.18M 2.8% 4

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

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

Darwin Wealth Management reduced its Procter & Gamble (PG) stake by 7% in Q2 2026, selling an estimated $12.5K and leaving 1,136 shares worth $167K. The position accounts for 0.05% of the portfolio, ranked #148.

Darwin Wealth Management first reported a position in PG in Q2 2016 and has held it in 40 quarters since. The position peaked at $6.46M in Q3 2024. 1,500 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Darwin Wealth Management held 1,136 shares of Procter & Gamble worth $167K as of Q2 2026.
  • Darwin Wealth Management sold 86 Procter & Gamble shares in Q2 2026, an estimated $12.5K.
  • Procter & Gamble made up 0.05% of Darwin Wealth Management's portfolio in Q2 2026, its #148 holding.
  • Darwin Wealth Management first reported a position in Procter & Gamble in Q2 2016 and has held it in 40 quarters since.
  • Darwin Wealth Management's Procter & Gamble position peaked at $6.46M in Q3 2024.
  • 1,500 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.