JF
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Joule Financial’s Procter & Gamble PG Stock Holding History

Joule Financial’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 		$796K Sell
5,426
-26
-0.5% -$3.78K 0.22% 46
2026
Q1 		$788K Buy
5,452
+86
+2% +$13K 0.23% 46
2025
Q4 		$769K Sell
5,366
-129
-2% -$19K 0.23% 46
2025
Q3 		$844K Sell
5,495
-154
-3% -$24.1K 0.25% 46
2025
Q2 		$900K Sell
5,649
-188
-3% -$30.7K 0.29% 43
2025
Q1 		$995K Sell
5,837
-8
-0.1% -$1.34K 0.35% 37
2024
Q4 		$980K Buy
5,845
+106
+2% +$18.1K 0.35% 38
2024
Q3 		$994K Sell
5,739
-56
-1% -$9.51K 0.36% 36
2024
Q2 		$956K Buy
5,795
+250
+5% +$40.9K 0.39% 35
2024
Q1 		$900K Buy
5,545
+53
+1% +$8.31K 0.37% 36
2023
Q4 		$805K Buy
5,492
+139
+3% +$20.6K 0.37% 36
2023
Q3 		$781K Buy
5,353
+797
+17% +$122K 0.4% 35
2023
Q2 		$691K Buy
4,556
+45
+1% +$6.78K 0.36% 39
2023
Q1 		$671K Buy
4,511
+314
+7% +$44.9K 0.36% 36
2022
Q4 		$636K Buy
4,197
+125
+3% +$17.5K 0.42% 36
2022
Q3 		$514K Buy
4,072
+418
+11% +$59.4K 0.39% 45
2022
Q2 		$525K Buy
+3,654
New +$549K 0.41% 41

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

Joule Financial's PG Position: Q2 2026 in Review

Joule Financial reduced its Procter & Gamble (PG) stake by 0.48% in Q2 2026, selling an estimated $3.78K and leaving 5,426 shares worth $796K. The position accounts for 0.22% of the portfolio, ranked #46.

Joule Financial first reported a position in PG in Q2 2022 and has held it in 17 quarters since. The position peaked at $995K in Q1 2025. 1,368 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Joule Financial held 5,426 shares of Procter & Gamble worth $796K as of Q2 2026.
  • Joule Financial sold 26 Procter & Gamble shares in Q2 2026, an estimated $3.78K.
  • Procter & Gamble made up 0.22% of Joule Financial's portfolio in Q2 2026, its #46 holding.
  • Joule Financial first reported a position in Procter & Gamble in Q2 2022 and has held it in 17 quarters since.
  • Joule Financial's Procter & Gamble position peaked at $995K in Q1 2025.
  • 1,368 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Joule Financial's 13F filing for Q2 2026, filed 15 Jul 2026.