LOWM
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Laurel Oak Wealth Management’s Procter & Gamble PG Stock Holding History

Laurel Oak 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 		$486K Buy
3,317
+131
+4% +$19.1K 0.07% 209
2026
Q1 		$460K Buy
3,186
+207
+7% +$31.4K 0.08% 209
2025
Q4 		$427K Buy
+2,979
New +$439K 0.07% 208

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

Laurel Oak Wealth Management's PG Position: Q2 2026 in Review

Laurel Oak Wealth Management increased its Procter & Gamble (PG) stake by 4.1% in Q2 2026, buying an estimated $19.1K and bringing the position to 3,317 shares worth $486K. The position accounts for 0.07% of the portfolio, ranked #209.

Laurel Oak Wealth Management first reported a position in PG in Q4 2025 and has held it in 3 quarters since. 979 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Laurel Oak Wealth Management held 3,317 shares of Procter & Gamble worth $486K as of Q2 2026.
  • Laurel Oak Wealth Management bought 131 Procter & Gamble shares in Q2 2026, an estimated $19.1K.
  • Procter & Gamble made up 0.07% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #209 holding.
  • Laurel Oak Wealth Management first reported a position in Procter & Gamble in Q4 2025 and has held it in 3 quarters since.
  • 979 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.