Flywheel Private Wealth’s Procter & Gamble PG Stock Holding History

Flywheel Private Wealth’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	$315K	Sell	2,146 -501	-19%	-$72.9K	0.16%	74
2026 Q1	$382K	Sell	2,647 -177	-6%	-$26.8K	0.22%	59
2025 Q4	$405K	Sell	2,824 -1	-0%	-$147	0.25%	47
2025 Q3	$434K	Hold	2,825	–	–	0.34%	43
2025 Q2	$450K	Hold	2,825	–	–	0.36%	40
2025 Q1	$481K	Hold	2,825	–	–	0.44%	36
2024 Q4	$474K	Buy	+2,825	New	+$481K	0.44%	41

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Flywheel Private Wealth's PG Position: Q2 2026 in Review

Flywheel Private Wealth reduced its Procter & Gamble (PG) stake by 19% in Q2 2026, selling an estimated $72.9K and leaving 2,146 shares worth $315K. The position accounts for 0.16% of the portfolio, ranked #74.

Flywheel Private Wealth first reported a position in PG in Q4 2024 and has held it in 7 quarters since. The position peaked at $481K in Q1 2025. 978 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Flywheel Private Wealth held 2,146 shares of Procter & Gamble worth $315K as of Q2 2026.
Flywheel Private Wealth sold 501 Procter & Gamble shares in Q2 2026, an estimated $72.9K.
Procter & Gamble made up 0.16% of Flywheel Private Wealth's portfolio in Q2 2026, its #74 holding.
Flywheel Private Wealth first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
Flywheel Private Wealth's Procter & Gamble position peaked at $481K in Q1 2025.
978 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

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