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

Empirical 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 		$9.76M Buy
66,563
+1,763
+3% +$257K 0.14% 112
2026
Q1 		$9.36M Buy
64,800
+35,623
+122% +$5.4M 0.16% 105
2025
Q4 		$4.18M Sell
29,177
-2,525
-8% -$372K 0.07% 162
2025
Q3 		$4.87M Sell
31,702
-1,220
-4% -$191K 0.1% 140
2025
Q2 		$5.25M Buy
32,922
+1,244
+4% +$203K 0.12% 130
2025
Q1 		$5.4M Buy
31,678
+3,954
+14% +$662K 0.14% 124
2024
Q4 		$4.65M Buy
27,724
+769
+3% +$131K 0.13% 123
2024
Q3 		$4.67M Buy
26,955
+217
+0.8% +$36.8K 0.13% 121
2024
Q2 		$4.41M Buy
26,738
+2,975
+13% +$486K 0.13% 120
2024
Q1 		$3.86M Buy
23,763
+3,657
+18% +$574K 0.12% 124
2023
Q4 		$2.95M Buy
20,106
+111
+0.6% +$16.4K 0.1% 133
2023
Q3 		$2.92M Buy
19,995
+40
+0.2% +$6.11K 0.11% 123
2023
Q2 		$3.03M Sell
19,955
-731
-4% -$110K 0.12% 122
2023
Q1 		$3.08M Sell
20,686
-688
-3% -$98.3K 0.13% 111
2022
Q4 		$3.24M Sell
21,374
-932
-4% -$131K 0.15% 105
2022
Q3 		$2.82M Buy
22,306
+1,249
+6% +$177K 0.15% 102
2022
Q2 		$3.03M Sell
21,057
-3,152
-13% -$474K 0.16% 98
2022
Q1 		$3.7M Sell
24,209
-5,781
-19% -$904K 0.18% 85
2021
Q4 		$4.91M Sell
29,990
-147
-0.5% -$21.8K 0.24% 72
2021
Q3 		$4.21M Buy
30,137
+3,179
+12% +$451K 0.24% 77
2021
Q2 		$3.64M Buy
26,958
+3,921
+17% +$531K 0.22% 75
2021
Q1 		$3.12M Buy
23,037
+156
+0.7% +$20.4K 0.25% 68
2020
Q4 		$3.18M Buy
22,881
+3,525
+18% +$493K 0.24% 62
2020
Q3 		$2.69M Sell
19,356
-4,996
-21% -$663K 0.23% 62
2020
Q2 		$2.91M Buy
24,352
+1,394
+6% +$163K 0.27% 58
2020
Q1 		$2.52M Buy
22,958
+6,787
+42% +$815K 0.28% 56
2019
Q4 		$2.02M Buy
16,171
+1,360
+9% +$166K 0.22% 71
2019
Q3 		$1.84M Sell
14,811
-2,319
-14% -$274K 0.22% 73
2019
Q2 		$1.88M Buy
17,130
+1,077
+7% +$115K 0.24% 66
2019
Q1 		$1.67M Buy
16,053
+2,156
+16% +$210K 0.24% 60
2018
Q4 		$1.28M Sell
13,897
-866
-6% -$77.4K 0.22% 62
2018
Q3 		$1.23M Buy
14,763
+1,647
+13% +$135K 0.22% 56
2018
Q2 		$1.02M Sell
13,116
-23,844
-65% -$1.79M 0.19% 64
2018
Q1 		$2.93M Buy
36,960
+3,217
+10% +$268K 0.58% 25
2017
Q4 		$3.1M Buy
33,743
+23,653
+234% +$2.13M 0.66% 24
2017
Q3 		$918K Buy
10,090
+1,242
+14% +$113K 0.21% 55
2017
Q2 		$771K Buy
8,848
+436
+5% +$38.4K 0.19% 59
2017
Q1 		$756K Sell
8,412
-1,520
-15% -$135K 0.19% 59
2016
Q4 		$835K Sell
9,932
-99
-1% -$8.44K 0.2% 56
2016
Q3 		$900K Buy
10,031
+651
+7% +$56.5K 0.24% 53
2016
Q2 		$794K Buy
9,380
+317
+3% +$26K 0.21% 56
2016
Q1 		$746K Sell
9,063
-1,114
-11% -$89.8K 0.18% 62
2015
Q4 		$808K Sell
10,177
-20,330
-67% -$1.55M 0.2% 57
2015
Q3 		$2.19M Buy
30,507
+1,354
+5% +$102K 0.52% 24
2015
Q2 		$2.28M Buy
29,153
+19,278
+195% +$1.55M 0.53% 24
2015
Q1 		$809K Buy
9,875
+30
+0.3% +$2.58K 0.19% 52
2014
Q4 		$897K Buy
9,845
+2,683
+37% +$236K 0.22% 49
2014
Q3 		$600K Buy
7,162
+131
+2% +$10.7K 0.15% 63
2014
Q2 		$553K Buy
7,031
+31
+0.4% +$2.5K 0.14% 67
2014
Q1 		$564K Buy
7,000
+168
+2% +$13.2K 0.15% 64
2013
Q4 		$556K Sell
6,832
-91
-1% -$7.41K 0.16% 60
2013
Q3 		$523K Sell
6,923
-346
-5% -$27.5K 0.16% 57
2013
Q2 		$560K Buy
+7,269
New +$570K 0.19% 50

Other funds holding PG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Empirical Wealth Management increased its Procter & Gamble (PG) stake by 2.7% in Q2 2026, buying an estimated $257K and bringing the position to 66,563 shares worth $9.76M. The position accounts for 0.14% of the portfolio, ranked #112.

Empirical Wealth Management first reported a position in PG in Q2 2013 and has held it in 53 quarters since. 1,771 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Empirical Wealth Management held 66,563 shares of Procter & Gamble worth $9.76M as of Q2 2026.
  • Empirical Wealth Management bought 1,763 Procter & Gamble shares in Q2 2026, an estimated $257K.
  • Procter & Gamble made up 0.14% of Empirical Wealth Management's portfolio in Q2 2026, its #112 holding.
  • Empirical Wealth Management first reported a position in Procter & Gamble in Q2 2013 and has held it in 53 quarters since.
  • 1,771 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.