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Henderson Brothers Financial Partners’s Procter & Gamble PG Stock Holding History

Henderson Brothers Financial Partners’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 		$299K Sell
2,037
-1,166
-36% -$170K 0.14% 61
2026
Q1 		$463K Buy
+3,203
New +$486K 0.12% 66
2025
Q1 		$231K Buy
+1,610
New +$270K 0.12% 66

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Geode Capital Management
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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Henderson Brothers Financial Partners's PG Position: Q2 2026 in Review

Henderson Brothers Financial Partners reduced its Procter & Gamble (PG) stake by 36% in Q2 2026, selling an estimated $170K and leaving 2,037 shares worth $299K. The position accounts for 0.14% of the portfolio, ranked #61.

Henderson Brothers Financial Partners first reported a position in PG in Q1 2025 and has held it in 3 quarters since. The position peaked at $463K in Q1 2026. 3,994 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Henderson Brothers Financial Partners held 2,037 shares of Procter & Gamble worth $299K as of Q2 2026.
  • Henderson Brothers Financial Partners sold 1,166 Procter & Gamble shares in Q2 2026, an estimated $170K.
  • Procter & Gamble made up 0.14% of Henderson Brothers Financial Partners's portfolio in Q2 2026, its #61 holding.
  • Henderson Brothers Financial Partners first reported a position in Procter & Gamble in Q1 2025 and has held it in 3 quarters since.
  • Henderson Brothers Financial Partners's Procter & Gamble position peaked at $463K in Q1 2026.
  • 3,994 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Henderson Brothers Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.