HWA
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HHM Wealth Advisors’s Procter & Gamble PG Stock Holding History

HHM 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 		$1.67M Buy
11,367
+53
+0.5% +$7.71K 0.17% 54
2026
Q1 		$1.63M Buy
11,314
+403
+4% +$61.1K 0.19% 50
2025
Q4 		$1.56M Sell
10,911
-757
-6% -$112K 0.18% 52
2025
Q3 		$1.79M Sell
11,668
-131
-1% -$20.5K 0.21% 47
2025
Q2 		$1.88M Sell
11,799
-121
-1% -$19.8K 0.22% 43
2025
Q1 		$2.03M Buy
11,920
+8
+0.1% +$1.34K 0.27% 37
2024
Q4 		$2M Buy
11,912
+1,410
+13% +$240K 0.27% 37
2024
Q3 		$1.82M Sell
10,502
-244
-2% -$41.4K 0.26% 38
2024
Q2 		$1.77M Buy
10,746
+3,690
+52% +$603K 0.27% 35
2024
Q1 		$1.14M Sell
7,056
-360
-5% -$56.5K 0.19% 54
2023
Q4 		$1.09M Buy
7,416
+67
+0.9% +$9.92K 0.19% 48
2023
Q3 		$1.07M Buy
7,349
+180
+3% +$27.5K 0.21% 39
2023
Q2 		$1.09M Sell
7,169
-263
-4% -$39.6K 0.2% 40
2023
Q1 		$1.11M Buy
7,432
+135
+2% +$19.3K 0.23% 33
2022
Q4 		$1.11M Sell
7,297
-273
-4% -$38.3K 0.25% 35
2022
Q3 		$956K Sell
7,570
-611
-7% -$86.8K 0.25% 31
2022
Q2 		$1.18M Buy
8,181
+168
+2% +$25.3K 0.3% 29
2022
Q1 		$1.22M Buy
8,013
+1,626
+25% +$254K 0.29% 33
2021
Q4 		$1.04M Buy
6,387
+652
+11% +$96.8K 0.25% 35
2021
Q3 		$802K Hold
5,735
– – 0.22% 42
2021
Q2 		$774K Sell
5,735
-220
-4% -$29.8K 0.21% 44
2021
Q1 		$806K Sell
5,955
-665
-10% -$86.8K 0.25% 34
2020
Q4 		$921K Hold
6,620
– – 0.32% 27
2020
Q3 		$920K Sell
6,620
-319
-5% -$42.4K 0.37% 25
2020
Q2 		$830K Buy
6,939
+300
+5% +$35K 0.35% 27
2020
Q1 		$730K Buy
6,639
+2,449
+58% +$294K 0.36% 28
2019
Q4 		$523K Buy
4,190
+464
+12% +$56.8K 0.25% 40
2019
Q3 		$463K Buy
3,726
+980
+36% +$116K 0.26% 39
2019
Q2 		$301K Buy
2,746
+400
+17% +$42.6K 0.18% 47
2019
Q1 		$244K Buy
+2,346
New +$228K 0.16% 57

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

HHM Wealth Advisors's PG Position: Q2 2026 in Review

HHM Wealth Advisors increased its Procter & Gamble (PG) stake by 0.47% in Q2 2026, buying an estimated $7.71K and bringing the position to 11,367 shares worth $1.67M. The position accounts for 0.17% of the portfolio, ranked #54.

HHM Wealth Advisors first reported a position in PG in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.03M in Q1 2025. 1,371 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • HHM Wealth Advisors held 11,367 shares of Procter & Gamble worth $1.67M as of Q2 2026.
  • HHM Wealth Advisors bought 53 Procter & Gamble shares in Q2 2026, an estimated $7.71K.
  • Procter & Gamble made up 0.17% of HHM Wealth Advisors's portfolio in Q2 2026, its #54 holding.
  • HHM Wealth Advisors first reported a position in Procter & Gamble in Q1 2019 and has held it in 30 quarters since.
  • HHM Wealth Advisors's Procter & Gamble position peaked at $2.03M in Q1 2025.
  • 1,371 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

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