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

Defined 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
Q3 		$333K Buy
2,292
+108
+5% +$15.8K 0.17% 90
2026
Q2 		$320K Buy
2,184
+593
+37% +$86.3K 0.16% 94
2026
Q1 		$230K Buy
1,591
+125
+9% +$19K 0.13% 106
2025
Q4 		$210K Buy
+1,466
New +$216K 0.12% 109
2021
Q1 		– Sell
-114
Closed -$16K – 167
2020
Q4 		$16K Buy
+114
New +$15.9K 0.02% 168

Other funds holding PG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Defined Wealth Management's PG Position: Q3 2026 in Review

Defined Wealth Management increased its Procter & Gamble (PG) stake by 4.9% in Q3 2026, buying an estimated $15.8K and bringing the position to 2,292 shares worth $333K. The position accounts for 0.17% of the portfolio, ranked #90.

Defined Wealth Management first reported a position in PG in Q4 2020 and has held it in 5 quarters since. 872 funds tracked by Wall St. Rank hold PG as of Q3 2026.

  • Defined Wealth Management held 2,292 shares of Procter & Gamble worth $333K as of Q3 2026.
  • Defined Wealth Management bought 108 Procter & Gamble shares in Q3 2026, an estimated $15.8K.
  • Procter & Gamble made up 0.17% of Defined Wealth Management's portfolio in Q3 2026, its #90 holding.
  • Defined Wealth Management first reported a position in Procter & Gamble in Q4 2020 and has held it in 5 quarters since.
  • 872 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on Defined Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.