IWN
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Independent Wealth Network’s Procter & Gamble PG Stock Holding History

Independent Wealth Network’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 		$403K Sell
2,745
-47
-2% -$6.84K 0.1% 207
2026
Q1 		$403K Sell
2,792
-190
-6% -$28.8K 0.12% 191
2025
Q4 		$427K Buy
2,982
+110
+4% +$16.2K 0.13% 170
2025
Q3 		$441K Sell
2,872
-45
-2% -$7.03K 0.14% 166
2025
Q2 		$465K Buy
2,917
+43
+1% +$7.02K 0.17% 145
2025
Q1 		$490K Buy
2,874
+1,042
+57% +$175K 0.2% 131
2024
Q4 		$307K Buy
1,832
+82
+5% +$14K 0.12% 172
2024
Q3 		$303K Sell
1,750
-15
-0.8% -$2.55K 0.13% 169
2024
Q2 		$291K Buy
1,765
+2
+0.1% +$327 0.14% 173
2024
Q1 		$286K Buy
+1,763
New +$276K 0.13% 174
2023
Q3 		– Sell
-1,540
Closed -$234K – 206
2023
Q2 		$234K Buy
1,540
+24
+2% +$3.62K 0.14% 172
2023
Q1 		$225K Sell
1,516
-23
-1% -$3.29K 0.14% 168
2022
Q4 		$233K Buy
+1,539
New +$216K 0.16% 152
2022
Q3 		– Sell
-1,740
Closed -$250K – 191
2022
Q2 		$250K Sell
1,740
-34
-2% -$5.11K 0.18% 142
2022
Q1 		$271K Buy
1,774
+109
+7% +$17.1K 0.17% 152
2021
Q4 		$272K Sell
1,665
-244
-13% -$36.2K 0.17% 149
2021
Q3 		$277K Buy
+1,909
New +$271K 0.18% 143

Other funds holding PG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Independent Wealth Network's PG Position: Q2 2026 in Review

Independent Wealth Network reduced its Procter & Gamble (PG) stake by 1.7% in Q2 2026, selling an estimated $6.84K and leaving 2,745 shares worth $403K. The position accounts for 0.1% of the portfolio, ranked #207.

Independent Wealth Network first reported a position in PG in Q3 2021 and has held it in 17 quarters since. The position peaked at $490K in Q1 2025. 978 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Independent Wealth Network held 2,745 shares of Procter & Gamble worth $403K as of Q2 2026.
  • Independent Wealth Network sold 47 Procter & Gamble shares in Q2 2026, an estimated $6.84K.
  • Procter & Gamble made up 0.1% of Independent Wealth Network's portfolio in Q2 2026, its #207 holding.
  • Independent Wealth Network first reported a position in Procter & Gamble in Q3 2021 and has held it in 17 quarters since.
  • Independent Wealth Network's Procter & Gamble position peaked at $490K in Q1 2025.
  • 978 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.