Heritage Oak Wealth Advisors’s Procter & Gamble PG Stock Holding History

Heritage Oak 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	$232K	Sell	1,585 -14	-0.9%	-$2.04K	0.07%	91
2026 Q1	$231K	Buy	+1,599	New	+$242K	0.07%	65

Other funds holding PG

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Heritage Oak Wealth Advisors's PG Position: Q2 2026 in Review

Heritage Oak Wealth Advisors reduced its Procter & Gamble (PG) stake by 0.88% in Q2 2026, selling an estimated $2.04K and leaving 1,585 shares worth $232K. The position accounts for 0.07% of the portfolio, ranked #91.

Heritage Oak Wealth Advisors first reported a position in PG in Q1 2026 and has held it in 2 quarters since. 1,394 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Heritage Oak Wealth Advisors held 1,585 shares of Procter & Gamble worth $232K as of Q2 2026.
Heritage Oak Wealth Advisors sold 14 Procter & Gamble shares in Q2 2026, an estimated $2.04K.
Procter & Gamble made up 0.07% of Heritage Oak Wealth Advisors's portfolio in Q2 2026, its #91 holding.
Heritage Oak Wealth Advisors first reported a position in Procter & Gamble in Q1 2026 and has held it in 2 quarters since.
1,394 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.