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

Forza 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	$706K	Hold	4,817	–	–	0.22%	99
2026 Q1	$696K	Hold	4,817	–	–	0.24%	99
2025 Q4	$690K	Hold	4,817	–	–	0.25%	90
2025 Q3	$740K	Buy	4,817 +155	+3%	+$24.2K	0.28%	82
2025 Q2	$743K	Hold	4,662	–	–	0.3%	85
2025 Q1	$794K	Sell	4,662 -307	-6%	-$51.4K	0.36%	71
2024 Q4	$833K	Hold	4,969	–	–	0.38%	67
2024 Q3	$861K	Sell	4,969 -130	-3%	-$22.1K	0.39%	69
2024 Q2	$841K	Buy	5,099 +46	+0.9%	+$7.52K	0.43%	62
2024 Q1	$820K	Hold	5,053	–	–	0.43%	63
2023 Q4	$740K	Sell	5,053 -2,285	-31%	-$338K	0.41%	69
2023 Q3	$1.07M	Buy	7,338 +157	+2%	+$24K	0.55%	57
2023 Q2	$1.09M	Sell	7,181 -175	-2%	-$26.4K	0.55%	57
2023 Q1	$1.09M	Buy	7,356 +2,300	+45%	+$329K	0.56%	58
2022 Q4	$766K	Buy	+5,056	New	+$709K	0.51%	59

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

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

Forza Wealth Management held its Procter & Gamble (PG) position steady in Q2 2026 at 4,817 shares worth $706K. The position accounts for 0.22% of the portfolio, ranked #99.

Forza Wealth Management first reported a position in PG in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.09M in Q1 2023. 978 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Forza Wealth Management held 4,817 shares of Procter & Gamble worth $706K as of Q2 2026.
Forza Wealth Management left its Procter & Gamble share count unchanged in Q2 2026.
Procter & Gamble made up 0.22% of Forza Wealth Management's portfolio in Q2 2026, its #99 holding.
Forza Wealth Management first reported a position in Procter & Gamble in Q4 2022 and has held it in 15 quarters since.
Forza Wealth Management's Procter & Gamble position peaked at $1.09M in Q1 2023.
978 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.