Keeler & Nadler Financial Planning & Wealth Management’s Procter & Gamble PG Stock Holding History

Keeler & Nadler Financial Planning & Wealth Management’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	–	Sell	-1,409	Closed	-$204K	–	86
2026 Q1	$204K	Buy	1,409 +3	+0.2%	+$455	0.07%	81
2025 Q4	$201K	Buy	1,406 +95	+7%	+$14K	0.07%	78
2025 Q3	$201K	Buy	1,311 +8	+0.6%	+$1.25K	0.07%	78
2025 Q2	$208K	Buy	1,303 +108	+9%	+$17.6K	0.08%	76
2025 Q1	$201K	Buy	+1,195	New	+$200K	0.09%	70
2024 Q4	–	Sell	-1,191	Closed	-$206K	–	72
2024 Q3	$206K	Buy	+1,191	New	+$202K	0.1%	68

Other funds holding PG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Keeler & Nadler Financial Planning & Wealth Management's PG Position: Q2 2026 in Review

Keeler & Nadler Financial Planning & Wealth Management sold out of Procter & Gamble (PG) in Q2 2026, closing a stake of 1,409 shares — an estimated $204K sold.

Keeler & Nadler Financial Planning & Wealth Management first reported a position in PG in Q3 2024 and held it in 6 quarters. The position peaked at $208K in Q2 2025. 2,684 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Keeler & Nadler Financial Planning & Wealth Management reported no remaining Procter & Gamble position as of Q2 2026 after selling out during the quarter.
Keeler & Nadler Financial Planning & Wealth Management sold 1,409 Procter & Gamble shares in Q2 2026, an estimated $204K.
Keeler & Nadler Financial Planning & Wealth Management first reported a position in Procter & Gamble in Q3 2024 and held it in 6 quarters.
Keeler & Nadler Financial Planning & Wealth Management's Procter & Gamble position peaked at $208K in Q2 2025.
2,684 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Keeler & Nadler Financial Planning & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.