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Global Wealth Strategies & Associates’s Procter & Gamble PG Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-691
Closed -$99.8K – 348
2026
Q1 		$99.8K Buy
691
+5
+0.7% +$758 0.02% 113
2025
Q4 		$98.3K Sell
686
-12
-2% -$1.77K 0.02% 103
2025
Q3 		$107K Buy
698
+61
+10% +$9.53K 0.03% 95
2025
Q2 		$101K Buy
637
+1
+0.2% +$163 0.03% 74
2025
Q1 		$108K Sell
636
-330
-34% -$55.3K 0.03% 69
2024
Q4 		$162K Buy
966
+29
+3% +$4.94K 0.05% 59
2024
Q3 		$162K Buy
937
+93
+11% +$15.8K 0.05% 52
2024
Q2 		$139K Buy
844
+1
+0.1% +$163 0.05% 51
2024
Q1 		$137K Buy
843
+1
+0.1% +$157 0.05% 55
2023
Q4 		$123K Buy
842
+76
+10% +$11.3K 0.05% 50
2023
Q3 		$112K Hold
766
– – 0.05% 54
2023
Q2 		$116K Hold
766
– – 0.05% 52
2023
Q1 		$114K Hold
766
– – 0.06% 49
2022
Q4 		$116K Buy
+766
New +$107K 0.07% 51

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

Global Wealth Strategies & Associates's PG Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Procter & Gamble (PG) in Q2 2026, closing a stake of 691 shares — an estimated $99.8K sold.

Global Wealth Strategies & Associates first reported a position in PG in Q4 2022 and held it in 14 quarters. The position peaked at $162K in Q3 2024. 1,771 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Procter & Gamble position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 691 Procter & Gamble shares in Q2 2026, an estimated $99.8K.
  • Global Wealth Strategies & Associates first reported a position in Procter & Gamble in Q4 2022 and held it in 14 quarters.
  • Global Wealth Strategies & Associates's Procter & Gamble position peaked at $162K in Q3 2024.
  • 1,771 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.