FORM Wealth Advisors’s Procter & Gamble PG Stock Holding History

FORM Wealth Advisors’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	$233K	Sell	1,592 -244	-13%	-$35.5K	0.03%	56
2026 Q1	$265K	Buy	1,836 +1	+0.1%	+$152	0.03%	52
2025 Q4	$263K	Buy	+1,835	New	+$271K	0.03%	52
2025 Q2	$305K	Hold	1,915	–	–	0.04%	46
2025 Q1	$326K	Buy	+1,915	New	+$321K	0.04%	43

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

FORM Wealth Advisors's PG Position: Q2 2026 in Review

FORM Wealth Advisors reduced its Procter & Gamble (PG) stake by 13% in Q2 2026, selling an estimated $35.5K and leaving 1,592 shares worth $233K. The position accounts for 0.03% of the portfolio, ranked #56.

FORM Wealth Advisors first reported a position in PG in Q1 2025 and has held it in 5 quarters since. The position peaked at $326K in Q1 2025. 1,086 funds tracked by Wall St. Rank hold PG as of Q2 2026.

FORM Wealth Advisors held 1,592 shares of Procter & Gamble worth $233K as of Q2 2026.
FORM Wealth Advisors sold 244 Procter & Gamble shares in Q2 2026, an estimated $35.5K.
Procter & Gamble made up 0.03% of FORM Wealth Advisors's portfolio in Q2 2026, its #56 holding.
FORM Wealth Advisors first reported a position in Procter & Gamble in Q1 2025 and has held it in 5 quarters since.
FORM Wealth Advisors's Procter & Gamble position peaked at $326K in Q1 2025.
1,086 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on FORM Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.