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

Dogwood 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	$87.5K	Sell	596 -1,197	-67%	-$174K	0.03%	121
2026 Q1	$259K	Buy	1,793 +1,324	+282%	+$201K	0.11%	76
2025 Q4	$67.3K	Sell	469 -4,234	-90%	-$624K	0.03%	114
2025 Q3	$723K	Buy	4,703 +319	+7%	+$49.8K	0.33%	61
2025 Q2	$692K	Buy	4,384 +3,958	+929%	+$646K	0.34%	65
2025 Q1	$72.5K	Buy	426 +80	+23%	+$13.4K	0.04%	104
2024 Q4	$58.1K	Buy	346 +1	+0.3%	+$170	0.03%	115
2024 Q3	$59.7K	Buy	345 +2	+0.6%	+$340	0.03%	110
2024 Q2	$56.5K	Sell	343 -112	-25%	-$18.3K	0.03%	111
2024 Q1	$73.8K	Buy	455 +3	+0.7%	+$471	0.05%	121
2023 Q4	$66.3K	Buy	+452	New	+$66.9K	0.05%	121

Other funds holding PG

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

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

Dogwood Wealth Management reduced its Procter & Gamble (PG) stake by 67% in Q2 2026, selling an estimated $174K and leaving 596 shares worth $87.5K. The position accounts for 0.03% of the portfolio, ranked #121.

Dogwood Wealth Management first reported a position in PG in Q4 2023 and has held it in 11 quarters since. The position peaked at $723K in Q3 2025. 761 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Dogwood Wealth Management held 596 shares of Procter & Gamble worth $87.5K as of Q2 2026.
Dogwood Wealth Management sold 1,197 Procter & Gamble shares in Q2 2026, an estimated $174K.
Procter & Gamble made up 0.03% of Dogwood Wealth Management's portfolio in Q2 2026, its #121 holding.
Dogwood Wealth Management first reported a position in Procter & Gamble in Q4 2023 and has held it in 11 quarters since.
Dogwood Wealth Management's Procter & Gamble position peaked at $723K in Q3 2025.
761 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.