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Hurlow Wealth Management Group’s Procter & Gamble PG Stock Holding History

Hurlow Wealth Management Group’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 		$375K Sell
2,558
-162
-6% -$23.6K 0.08% 82
2026
Q1 		$393K Sell
2,720
-147
-5% -$22.3K 0.09% 69
2025
Q4 		$411K Sell
2,867
-315
-10% -$46.4K 0.1% 65
2025
Q3 		$489K Sell
3,182
-5,070
-61% -$792K 0.13% 58
2025
Q2 		$1.31M Hold
8,252
– – 0.37% 35
2025
Q1 		$1.41M Hold
8,252
– – 0.44% 36
2024
Q4 		$1.38M Hold
8,252
– – 0.43% 35
2024
Q3 		$1.43M Sell
8,252
-1
-0% -$170 0.45% 34
2024
Q2 		$1.36M Sell
8,253
-16
-0.2% -$2.62K 0.47% 33
2024
Q1 		$1.34M Hold
8,269
– – 0.47% 32
2023
Q4 		$1.21M Sell
8,269
-66
-0.8% -$9.78K 0.46% 33
2023
Q3 		$1.22M Buy
8,335
+160
+2% +$24.4K 0.53% 31
2023
Q2 		$1.24M Sell
8,175
-90
-1% -$13.6K 0.53% 31
2023
Q1 		$1.23M Sell
8,265
-12
-0.1% -$1.72K 0.57% 31
2022
Q4 		$1.25M Buy
8,277
+63
+0.8% +$8.83K 0.65% 30
2022
Q3 		$1.04M Sell
8,214
-55
-0.7% -$7.81K 0.6% 30
2022
Q2 		$1.19M Buy
8,269
+529
+7% +$79.5K 0.68% 28
2022
Q1 		$1.18M Sell
7,740
-438
-5% -$68.5K 0.73% 27
2021
Q4 		$1.05M Buy
8,178
+362
+5% +$53.7K 0.82% 22
2021
Q3 		$1.09M Sell
7,816
-183
-2% -$25.9K 0.65% 26
2021
Q2 		$1.08M Buy
7,999
+151
+2% +$20.4K 0.71% 23
2021
Q1 		$1.06M Buy
7,848
+32
+0.4% +$4.17K 0.77% 22
2020
Q4 		$1.09M Sell
7,816
-25
-0.3% -$3.49K 0.85% 21
2020
Q3 		$1.09M Hold
7,841
– – 1% 19
2020
Q2 		$973K Sell
7,841
-7
-0.1% -$816 0.94% 19
2020
Q1 		$951K Sell
7,848
-20
-0.3% -$2.4K 1.02% 21
2019
Q4 		$990K Hold
7,868
– – 0.97% 22
2019
Q3 		$945K Hold
7,868
– – 1% 19
2019
Q2 		$914K Hold
7,868
– – 0.96% 21
2019
Q1 		$838K Sell
7,868
-88
-1% -$8.57K 0.9% 24
2018
Q4 		$744K Buy
+7,956
New +$711K 0.9% 27

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

Hurlow Wealth Management Group's PG Position: Q2 2026 in Review

Hurlow Wealth Management Group reduced its Procter & Gamble (PG) stake by 6% in Q2 2026, selling an estimated $23.6K and leaving 2,558 shares worth $375K. The position accounts for 0.08% of the portfolio, ranked #82.

Hurlow Wealth Management Group first reported a position in PG in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.43M in Q3 2024. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Hurlow Wealth Management Group held 2,558 shares of Procter & Gamble worth $375K as of Q2 2026.
  • Hurlow Wealth Management Group sold 162 Procter & Gamble shares in Q2 2026, an estimated $23.6K.
  • Procter & Gamble made up 0.08% of Hurlow Wealth Management Group's portfolio in Q2 2026, its #82 holding.
  • Hurlow Wealth Management Group first reported a position in Procter & Gamble in Q4 2018 and has held it in 31 quarters since.
  • Hurlow Wealth Management Group's Procter & Gamble position peaked at $1.43M in Q3 2024.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Hurlow Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.