GWMI
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Guardian Wealth Management (Illinois)’s Procter & Gamble PG Stock Holding History

Guardian Wealth Management (Illinois)’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 		$2.53M Buy
17,225
+553
+3% +$80.5K 1.24% 30
2026
Q1 		$2.41M Buy
16,672
+1,540
+10% +$233K 1.31% 31
2025
Q4 		$2.17M Sell
15,132
-1,295
-8% -$191K 1.27% 29
2025
Q3 		$2.52M Buy
16,427
+311
+2% +$48.6K 1.49% 29
2025
Q2 		$2.57M Buy
16,116
+158
+1% +$25.8K 1.71% 22
2025
Q1 		$2.72M Buy
15,958
+676
+4% +$113K 1.82% 21
2024
Q4 		$2.56M Buy
15,282
+100
+0.7% +$17K 1.75% 19
2024
Q3 		$2.63M Buy
15,182
+250
+2% +$42.4K 1.85% 19
2024
Q2 		$2.46M Buy
14,932
+149
+1% +$24.4K 1.88% 17
2024
Q1 		$2.4M Buy
14,783
+293
+2% +$46K 1.85% 19
2023
Q4 		$2.12M Sell
14,490
-312
-2% -$46.2K 1.79% 22
2023
Q3 		$2.16M Buy
14,802
+54
+0.4% +$8.25K 2.02% 18
2023
Q2 		$2.24M Buy
14,748
+366
+3% +$55.2K 2.04% 17
2023
Q1 		$2.14M Buy
14,382
+78
+0.5% +$11.2K 2.06% 16
2022
Q4 		$2.17M Buy
14,304
+422
+3% +$59.2K 2.13% 13
2022
Q3 		$1.75M Buy
13,882
+209
+2% +$29.7K 1.98% 16
2022
Q2 		$1.97M Buy
13,673
+929
+7% +$140K 2.12% 14
2022
Q1 		$1.95M Buy
12,744
+227
+2% +$35.5K 1.93% 16
2021
Q4 		$2.05M Buy
+12,517
New +$1.86M 1.97% 17

Other funds holding PG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
Wealth Enhancement Advisory Services
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
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s PG Position: Q2 2026 in Review

Guardian Wealth Management (Illinois) increased its Procter & Gamble (PG) stake by 3.3% in Q2 2026, buying an estimated $80.5K and bringing the position to 17,225 shares worth $2.53M. The position accounts for 1.24% of the portfolio, ranked #30.

Guardian Wealth Management (Illinois) first reported a position in PG in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.72M in Q1 2025. 1,371 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Guardian Wealth Management (Illinois) held 17,225 shares of Procter & Gamble worth $2.53M as of Q2 2026.
  • Guardian Wealth Management (Illinois) bought 553 Procter & Gamble shares in Q2 2026, an estimated $80.5K.
  • Procter & Gamble made up 1.24% of Guardian Wealth Management (Illinois)'s portfolio in Q2 2026, its #30 holding.
  • Guardian Wealth Management (Illinois) first reported a position in Procter & Gamble in Q4 2021 and has held it in 19 quarters since.
  • Guardian Wealth Management (Illinois)'s Procter & Gamble position peaked at $2.72M in Q1 2025.
  • 1,371 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2026, filed 13 Jul 2026.