Hixon Zuercher’s Procter & Gamble PG Stock Holding History

Hixon Zuercher’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	$654K	Buy	4,458 +650	+17%	+$94.6K	0.19%	76
2026 Q1	$550K	Hold	3,808	–	–	0.17%	73
2025 Q4	$546K	Sell	3,808 -650	-15%	-$95.8K	0.17%	77
2025 Q3	$685K	Buy	4,458 +678	+18%	+$106K	0.21%	72
2025 Q2	$602K	Sell	3,780 -1,175	-24%	-$192K	0.19%	73
2025 Q1	$844K	Hold	4,955	–	–	0.3%	68
2024 Q4	$831K	Hold	4,955	–	–	0.32%	66
2024 Q3	$858K	Sell	4,955 -101	-2%	-$17.1K	0.34%	64
2024 Q2	$834K	Hold	5,056	–	–	0.35%	54
2024 Q1	$820K	Sell	5,056 -649	-11%	-$102K	0.35%	53
2023 Q4	$836K	Buy	5,705 +950	+20%	+$141K	0.39%	52
2023 Q3	$694K	Sell	4,755 -210	-4%	-$32.1K	0.36%	48
2023 Q2	$753K	Hold	4,965	–	–	0.38%	50
2023 Q1	$738K	Hold	4,965	–	–	0.44%	44
2022 Q4	$752K	Hold	4,965	–	–	0.46%	43
2022 Q3	$627K	Hold	4,965	–	–	0.4%	47
2022 Q2	$714K	Buy	4,965 +100	+2%	+$15K	0.46%	45
2022 Q1	$743K	Sell	4,865 -135	-3%	-$21.1K	0.4%	45
2021 Q4	$818K	Hold	5,000	–	–	0.41%	46
2021 Q3	$699K	Hold	5,000	–	–	0.41%	46
2021 Q2	$675K	Sell	5,000 -75	-1%	-$10.1K	0.41%	46
2021 Q1	$687K	Buy	5,075 +75	+2%	+$9.79K	0.45%	45
2020 Q4	$696K	Hold	5,000	–	–	0.48%	46
2020 Q3	$695K	Hold	5,000	–	–	0.53%	44
2020 Q2	$598K	Hold	5,000	–	–	0.51%	43
2020 Q1	$550K	Hold	5,000	–	–	0.79%	25
2019 Q4	$625K	Buy	+5,000	New	+$612K	0.59%	41

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

Hixon Zuercher's PG Position: Q2 2026 in Review

Hixon Zuercher increased its Procter & Gamble (PG) stake by 17% in Q2 2026, buying an estimated $94.6K and bringing the position to 4,458 shares worth $654K. The position accounts for 0.19% of the portfolio, ranked #76.

Hixon Zuercher first reported a position in PG in Q4 2019 and has held it in 27 quarters since. The position peaked at $858K in Q3 2024. 1,371 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Hixon Zuercher held 4,458 shares of Procter & Gamble worth $654K as of Q2 2026.
Hixon Zuercher bought 650 Procter & Gamble shares in Q2 2026, an estimated $94.6K.
Procter & Gamble made up 0.19% of Hixon Zuercher's portfolio in Q2 2026, its #76 holding.
Hixon Zuercher first reported a position in Procter & Gamble in Q4 2019 and has held it in 27 quarters since.
Hixon Zuercher's Procter & Gamble position peaked at $858K in Q3 2024.
1,371 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Hixon Zuercher's 13F filing for Q2 2026, filed 20 Jul 2026.