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Future Financial Wealth Management’s Procter & Gamble PG Stock Holding History

Future Financial 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 		$3.66M Sell
24,888
-2
-0% -$291 2.28% 8
2026
Q1 		$3.57M Buy
24,890
+7
+0% +$1.06K 2.3% 9
2025
Q4 		$3.66M Buy
24,883
+63
+0.3% +$9.29K 2.46% 10
2025
Q3 		$3.81M Buy
24,820
+5
+0% +$781 2.4% 9
2025
Q2 		$3.95M Sell
24,815
-52
-0.2% -$8.49K 2.69% 9
2025
Q1 		$4.24M Sell
24,867
-112
-0.4% -$18.8K 3.11% 6
2024
Q4 		$4.19M Buy
24,979
+77
+0.3% +$13.1K 3.06% 7
2024
Q3 		$4.31M Buy
24,902
+212
+0.9% +$36K 3.08% 5
2024
Q2 		$4.07M Buy
24,690
+1,724
+8% +$282K 3.58% 5
2024
Q1 		$3.73M Buy
22,966
+67
+0.3% +$10.5K 2.87% 6
2023
Q4 		$3.36M Buy
22,899
+589
+3% +$87.2K 3.33% 6
2023
Q3 		$3.25M Buy
22,310
+30
+0.1% +$4.58K 3.61% 3
2023
Q2 		$3.38M Buy
22,280
+146
+0.7% +$22K 3.56% 4
2023
Q1 		$3.31M Sell
22,134
-885
-4% -$127K 3.65% 6
2022
Q4 		$3.49M Sell
23,019
-125
-0.5% -$17.5K 3.97% 4
2022
Q3 		$3.33M Buy
23,144
+3
+0% +$426 3.83% 4
2022
Q2 		$3.54M Hold
23,141
– – 3.45% 3
2022
Q1 		$3.54M Sell
23,141
-13
-0.1% -$2.03K 2.93% 3
2021
Q4 		$3.77M Buy
23,154
+74
+0.3% +$11K 3.02% 2
2021
Q3 		$3.11M Hold
23,080
– – 3.2% 4
2021
Q2 		$3.11M Buy
23,080
+3,575
+18% +$484K 3.2% 4
2021
Q1 		$2.64M Buy
19,505
+2
+0% +$261 3.04% 6
2020
Q4 		$2.71M Buy
+19,503
New +$2.73M 3.13% 4

Other funds holding PG

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Future Financial Wealth Management's PG Position: Q2 2026 in Review

Future Financial Wealth Management reduced its Procter & Gamble (PG) stake by 0.01% in Q2 2026, selling an estimated $291 and leaving 24,888 shares worth $3.66M. The position accounts for 2.28% of the portfolio, ranked #8.

Future Financial Wealth Management first reported a position in PG in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.31M in Q3 2024. 1,982 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Future Financial Wealth Management held 24,888 shares of Procter & Gamble worth $3.66M as of Q2 2026.
  • Future Financial Wealth Management sold 2 Procter & Gamble shares in Q2 2026, an estimated $291.
  • Procter & Gamble made up 2.28% of Future Financial Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Future Financial Wealth Management first reported a position in Procter & Gamble in Q4 2020 and has held it in 23 quarters since.
  • Future Financial Wealth Management's Procter & Gamble position peaked at $4.31M in Q3 2024.
  • 1,982 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Future Financial Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.