HWM
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HFR Wealth Management’s Procter & Gamble PG Stock Holding History

HFR Wealth Management’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 		$14.3M Sell
97,734
-2,443
-2% -$356K 3.5% 10
2026
Q1 		$14.5M Sell
100,177
-2,157
-2% -$327K 3.55% 8
2025
Q4 		$14.7M Buy
102,334
+30,517
+42% +$4.5M 3.46% 11
2025
Q3 		$11M Buy
71,817
+679
+1% +$106K 2.53% 22
2025
Q2 		$11.3M Buy
71,138
+754
+1% +$123K 2.74% 17
2025
Q1 		$12M Buy
70,384
+497
+0.7% +$83.2K 2.92% 16
2024
Q4 		$11.7M Sell
69,887
-518
-0.7% -$88.2K 2.89% 17
2024
Q3 		$12.2M Buy
70,405
+775
+1% +$132K 2.96% 13
2024
Q2 		$11.5M Buy
69,630
+389
+0.6% +$63.6K 2.92% 15
2024
Q1 		$11.2M Buy
69,241
+458
+0.7% +$71.8K 2.84% 16
2023
Q4 		$10.1M Buy
68,783
+944
+1% +$140K 2.73% 18
2023
Q3 		$9.89M Sell
67,839
-850
-1% -$130K 2.9% 13
2023
Q2 		$10.4M Sell
68,689
-2,067
-3% -$312K 2.9% 13
2023
Q1 		$10.5M Sell
70,756
-197
-0.3% -$28.2K 2.99% 10
2022
Q4 		$10.8M Sell
70,953
-53
-0.1% -$7.43K 3.12% 9
2022
Q3 		$8.96M Sell
71,006
-1,174
-2% -$167K 2.92% 15
2022
Q2 		$10.4M Buy
72,180
+25
+0% +$3.76K 3.13% 6
2022
Q1 		$11M Buy
72,155
+278
+0.4% +$43.5K 2.92% 11
2021
Q4 		$11.8M Buy
71,877
+1,769
+3% +$263K 2.95% 12
2021
Q3 		$9.8M Buy
70,108
+1,950
+3% +$276K 2.85% 15
2021
Q2 		$9.2M Buy
+68,158
New +$9.22M 2.77% 17

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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

HFR Wealth Management's PG Position: Q2 2026 in Review

HFR Wealth Management reduced its Procter & Gamble (PG) stake by 2.4% in Q2 2026, selling an estimated $356K and leaving 97,734 shares worth $14.3M. The position accounts for 3.5% of the portfolio, ranked #10.

HFR Wealth Management first reported a position in PG in Q2 2021 and has held it in 21 quarters since. The position peaked at $14.7M in Q4 2025. 3,994 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • HFR Wealth Management held 97,734 shares of Procter & Gamble worth $14.3M as of Q2 2026.
  • HFR Wealth Management sold 2,443 Procter & Gamble shares in Q2 2026, an estimated $356K.
  • Procter & Gamble made up 3.5% of HFR Wealth Management's portfolio in Q2 2026, its #10 holding.
  • HFR Wealth Management first reported a position in Procter & Gamble in Q2 2021 and has held it in 21 quarters since.
  • HFR Wealth Management's Procter & Gamble position peaked at $14.7M in Q4 2025.
  • 3,994 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on HFR Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.