EWM
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Edge Wealth Management’s Procter & Gamble PG Stock Holding History

Edge 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 		$8.63M Buy
58,922
+202
+0.3% +$29.4K 1.45% 22
2026
Q1 		$8.48M Sell
58,720
-237
-0.4% -$35.9K 1.45% 24
2025
Q4 		$8.45M Buy
58,957
+369
+0.6% +$54.4K 1.49% 23
2025
Q3 		$9M Buy
58,588
+205
+0.4% +$32K 1.59% 24
2025
Q2 		$9.3M Sell
58,383
-71
-0.1% -$11.6K 1.79% 22
2025
Q1 		$9.96M Buy
58,454
+1,144
+2% +$192K 2.02% 21
2024
Q4 		$9.61M Sell
57,310
-629
-1% -$107K 1.94% 22
2024
Q3 		$10M Sell
57,939
-305
-0.5% -$51.8K 2.01% 22
2024
Q2 		$9.61M Sell
58,244
-1,111
-2% -$182K 2.02% 20
2024
Q1 		$9.63M Buy
59,355
+198
+0.3% +$31.1K 2.02% 20
2023
Q4 		$8.67M Sell
59,157
-344
-0.6% -$50.9K 1.9% 20
2023
Q3 		$8.68M Sell
59,501
-1,598
-3% -$244K 2.03% 20
2023
Q2 		$9.27M Buy
61,099
+1,412
+2% +$213K 2.02% 21
2023
Q1 		$8.86M Sell
59,687
-701
-1% -$100K 2.03% 20
2022
Q4 		$9.09M Sell
60,388
-4,537
-7% -$636K 2.11% 20
2022
Q3 		$8.28M Buy
64,925
+1,122
+2% +$159K 1.83% 21
2022
Q2 		$9.17M Sell
63,803
-524
-0.8% -$78.8K 1.98% 19
2022
Q1 		$9.83M Buy
64,327
+165
+0.3% +$25.8K 1.94% 21
2021
Q4 		$10.5M Buy
64,162
+832
+1% +$124K 1.92% 22
2021
Q3 		$8.85M Buy
63,330
+1,879
+3% +$266K 1.73% 21
2021
Q2 		$8.28M Sell
61,451
-379
-0.6% -$51.3K 1.68% 22
2021
Q1 		$8.37M Buy
61,830
+7,003
+13% +$914K 1.78% 20
2020
Q4 		$7.59M Buy
54,827
+9,394
+21% +$1.31M 1.72% 24
2020
Q3 		$6.32M Sell
45,433
-1,105
-2% -$147K 1.45% 25
2020
Q2 		$5.57M Buy
46,538
+4,504
+11% +$525K 1.06% 31
2020
Q1 		$4.64M Buy
42,034
+4,983
+13% +$598K 1.01% 33
2019
Q4 		$4.61M Buy
37,051
+346
+0.9% +$42.3K 0.92% 33
2019
Q3 		$4.57M Sell
36,705
-1,906
-5% -$225K 1.05% 28
2019
Q2 		$4.23M Sell
38,611
-64,740
-63% -$6.9M 0.94% 29
2019
Q1 		$10.7M Sell
103,351
-12,911
-11% -$1.26M 2.64% 12
2018
Q4 		$10.7M Sell
116,262
-11,475
-9% -$1.03M 3.01% 13
2018
Q3 		$10.6M Buy
127,737
+1,375
+1% +$112K 2.55% 14
2018
Q2 		$9.86M Buy
126,362
+16,605
+15% +$1.25M 2.51% 12
2018
Q1 		$8.7M Buy
109,757
+108,117
+6,593% +$9.01M 2.31% 16
2017
Q4 		$151K Hold
1,640
– – 0.04% 143
2017
Q3 		$149K Hold
1,640
– – 0.05% 142
2017
Q2 		$144K Hold
1,640
– – 0.05% 147
2017
Q1 		$148K Buy
1,640
+240
+17% +$21.3K 0.05% 136
2016
Q4 		$118K Sell
1,400
-30
-2% -$2.56K 0.04% 138
2016
Q3 		$128K Sell
1,430
-79,639
-98% -$6.92M 0.05% 123
2016
Q2 		$6.87M Buy
81,069
+380
+0.5% +$31.2K 2.86% 10
2016
Q1 		$6.64M Sell
80,689
-4,515
-5% -$364K 3.01% 9
2015
Q4 		$6.79M Sell
85,204
-3,672
-4% -$281K 2.56% 11
2015
Q3 		$6.39M Buy
88,876
+88,828
+185,058% +$6.66M 2.41% 12
2015
Q2 		$4K Sell
48
-150
-76% -$12.1K ﹤0.01% 359
2015
Q1 		$16K Buy
198
+150
+313% +$12.9K 0.01% 265
2014
Q4 		$4K Sell
48
-89,884
-100% -$7.91M ﹤0.01% 357
2014
Q3 		$7.54M Sell
89,932
-1,939
-2% -$159K 2.9% 13
2014
Q2 		$7.22M Buy
91,871
+10,170
+12% +$820K 3% 13
2014
Q1 		$6.58M Buy
81,701
+3,833
+5% +$302K 2.76% 15
2013
Q4 		$6.34M Buy
77,868
+2,053
+3% +$167K 2.93% 14
2013
Q3 		$5.73M Sell
75,815
-1,807
-2% -$144K 3.5% 11
2013
Q2 		$6.01M Buy
+77,622
New +$6.09M 4.02% 8

Other funds holding PG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Handelsbanken Fonder
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

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

Edge Wealth Management increased its Procter & Gamble (PG) stake by 0.34% in Q2 2026, buying an estimated $29.4K and bringing the position to 58,922 shares worth $8.63M. The position accounts for 1.45% of the portfolio, ranked #22.

Edge Wealth Management first reported a position in PG in Q2 2013 and has held it in 53 quarters since. The position peaked at $10.7M in Q1 2019. 761 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Edge Wealth Management held 58,922 shares of Procter & Gamble worth $8.63M as of Q2 2026.
  • Edge Wealth Management bought 202 Procter & Gamble shares in Q2 2026, an estimated $29.4K.
  • Procter & Gamble made up 1.45% of Edge Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Edge Wealth Management first reported a position in Procter & Gamble in Q2 2013 and has held it in 53 quarters since.
  • Edge Wealth Management's Procter & Gamble position peaked at $10.7M in Q1 2019.
  • 761 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Edge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.