HNWA
PG icon

Henrickson Nauta Wealth Advisors’s Procter & Gamble PG Stock Holding History

Henrickson Nauta Wealth Advisors’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 		$270K Buy
1,842
+147
+9% +$21.4K 0.07% 96
2026
Q1 		$245K Sell
1,695
-1,078
-39% -$163K 0.07% 94
2025
Q4 		$388K Buy
2,773
+1,194
+76% +$176K 0.06% 86
2025
Q3 		$243K Buy
1,579
+102
+7% +$15.9K 0.08% 79
2025
Q2 		$235K Buy
1,477
+78
+6% +$12.7K 0.08% 75
2025
Q1 		$229K Buy
1,399
+4
+0.3% +$670 0.09% 68
2024
Q4 		$234K Sell
1,395
-21
-1% -$3.58K 0.1% 75
2024
Q3 		$245K Buy
1,416
+50
+4% +$8.49K 0.1% 72
2024
Q2 		$225K Hold
1,366
– – 0.1% 68
2024
Q1 		$215K Buy
+1,366
New +$214K 0.09% 66
2022
Q1 		– Sell
-203
Closed -$33K – 192
2021
Q4 		$33K Buy
+203
New +$30.1K 0.03% 113

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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Henrickson Nauta Wealth Advisors's PG Position: Q2 2026 in Review

Henrickson Nauta Wealth Advisors increased its Procter & Gamble (PG) stake by 8.7% in Q2 2026, buying an estimated $21.4K and bringing the position to 1,842 shares worth $270K. The position accounts for 0.07% of the portfolio, ranked #96.

Henrickson Nauta Wealth Advisors first reported a position in PG in Q4 2021 and has held it in 11 quarters since. The position peaked at $388K in Q4 2025. 1,636 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Henrickson Nauta Wealth Advisors held 1,842 shares of Procter & Gamble worth $270K as of Q2 2026.
  • Henrickson Nauta Wealth Advisors bought 147 Procter & Gamble shares in Q2 2026, an estimated $21.4K.
  • Procter & Gamble made up 0.07% of Henrickson Nauta Wealth Advisors's portfolio in Q2 2026, its #96 holding.
  • Henrickson Nauta Wealth Advisors first reported a position in Procter & Gamble in Q4 2021 and has held it in 11 quarters since.
  • Henrickson Nauta Wealth Advisors's Procter & Gamble position peaked at $388K in Q4 2025.
  • 1,636 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Henrickson Nauta Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.