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Keudell/Morrison Wealth Management’s Procter & Gamble PG Stock Holding History

Keudell/Morrison 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 		$909K Sell
6,201
-378
-6% -$55K 0.17% 86
2026
Q1 		$950K Buy
6,579
+366
+6% +$55.5K 0.19% 79
2025
Q4 		$890K Buy
+6,213
New +$916K 0.19% 80
2025
Q2 		$1.13M Sell
7,096
-702
-9% -$115K 0.25% 59
2025
Q1 		$1.33M Sell
7,798
-99
-1% -$16.6K 0.31% 55
2024
Q4 		$1.32M Sell
7,897
-49
-0.6% -$8.35K 0.35% 54
2024
Q3 		$1.38M Sell
7,946
-44
-0.6% -$7.47K 0.37% 55
2024
Q2 		$1.32M Sell
7,990
-136
-2% -$22.2K 0.39% 55
2024
Q1 		$1.32M Sell
8,126
-922
-10% -$145K 0.4% 52
2023
Q4 		$1.33M Sell
9,048
-101
-1% -$15K 0.44% 49
2023
Q3 		$1.33M Sell
9,149
-212
-2% -$32.4K 0.41% 48
2023
Q2 		$1.42M Sell
9,361
-221
-2% -$33.3K 0.41% 48
2023
Q1 		$1.42M Buy
9,582
+112
+1% +$16K 0.42% 41
2022
Q4 		$1.44M Sell
9,470
-287
-3% -$40.2K 0.46% 43
2022
Q3 		$1.23M Buy
9,757
+175
+2% +$24.9K 0.46% 42
2022
Q2 		$1.38M Sell
9,582
-75
-0.8% -$11.3K 0.5% 42
2022
Q1 		$1.48M Buy
9,657
+127
+1% +$19.9K 0.62% 41
2021
Q4 		$1.56M Buy
9,530
+80
+0.8% +$11.9K 0.62% 36
2021
Q3 		$1.32M Buy
9,450
+219
+2% +$31K 0.57% 46
2021
Q2 		$1.25M Buy
9,231
+67
+0.7% +$9.07K 0.68% 49
2021
Q1 		$1.24M Buy
9,164
+584
+7% +$76.2K 0.72% 44
2020
Q4 		$1.19M Buy
8,580
+68
+0.8% +$9.5K 0.76% 41
2020
Q3 		$1.18M Sell
8,512
-364
-4% -$48.3K 0.76% 35
2020
Q2 		$1.06M Sell
8,876
-1,131
-11% -$132K 0.88% 35
2020
Q1 		$1.1M Buy
10,007
+123
+1% +$14.8K 1.08% 26
2019
Q4 		$1.24M Sell
9,884
-973
-9% -$119K 0.85% 35
2019
Q3 		$1.35M Sell
10,857
-524
-5% -$61.9K 1.11% 26
2019
Q2 		$1.31M Sell
11,381
-4,837
-30% -$516K 1.15% 26
2019
Q1 		$1.69M Buy
+16,218
New +$1.58M 1.48% 16

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
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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Keudell/Morrison Wealth Management's PG Position: Q2 2026 in Review

Keudell/Morrison Wealth Management reduced its Procter & Gamble (PG) stake by 5.7% in Q2 2026, selling an estimated $55K and leaving 6,201 shares worth $909K. The position accounts for 0.17% of the portfolio, ranked #86.

Keudell/Morrison Wealth Management first reported a position in PG in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.69M in Q1 2019. 761 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Keudell/Morrison Wealth Management held 6,201 shares of Procter & Gamble worth $909K as of Q2 2026.
  • Keudell/Morrison Wealth Management sold 378 Procter & Gamble shares in Q2 2026, an estimated $55K.
  • Procter & Gamble made up 0.17% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #86 holding.
  • Keudell/Morrison Wealth Management first reported a position in Procter & Gamble in Q1 2019 and has held it in 29 quarters since.
  • Keudell/Morrison Wealth Management's Procter & Gamble position peaked at $1.69M in Q1 2019.
  • 761 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.