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Live Oak Private Wealth’s Procter & Gamble PG Stock Holding History

Live Oak Private Wealth’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 		$715K Sell
4,876
-10
-0.2% -$1.46K 0.09% 125
2026
Q1 		$706K Sell
4,886
-650
-12% -$98.5K 0.1% 112
2025
Q4 		$793K Hold
5,536
– – 0.11% 108
2025
Q3 		$851K Buy
5,536
+1,251
+29% +$195K 0.12% 108
2025
Q2 		$683K Sell
4,285
-174
-4% -$28.4K 0.1% 116
2025
Q1 		$760K Sell
4,459
-197
-4% -$33K 0.12% 107
2024
Q4 		$781K Buy
4,656
+30
+0.6% +$5.11K 0.13% 104
2024
Q3 		$801K Buy
4,626
+17
+0.4% +$2.89K 0.13% 101
2024
Q2 		$760K Sell
4,609
-33
-0.7% -$5.39K 0.13% 101
2024
Q1 		$753K Sell
4,642
-270
-5% -$42.3K 0.13% 100
2023
Q4 		$720K Sell
4,912
-104
-2% -$15.4K 0.14% 98
2023
Q3 		$732K Sell
5,016
-32
-0.6% -$4.89K 0.16% 93
2023
Q2 		$766K Sell
5,048
-390
-7% -$58.8K 0.15% 94
2023
Q1 		$809K Buy
5,438
+9
+0.2% +$1.29K 0.17% 92
2022
Q4 		$823K Sell
5,429
-200
-4% -$28K 0.17% 92
2022
Q3 		$711K Buy
5,629
+200
+4% +$28.4K 0.16% 94
2022
Q2 		$781K Buy
5,429
+1,281
+31% +$193K 0.16% 97
2022
Q1 		$634K Sell
4,148
-829
-17% -$130K 0.12% 109
2021
Q4 		$814K Sell
4,977
-8
-0.2% -$1.19K 0.15% 100
2021
Q3 		$697K Buy
4,985
+1,087
+28% +$154K 0.14% 109
2021
Q2 		$526K Buy
3,898
+273
+8% +$36.9K 0.12% 112
2021
Q1 		$491K Sell
3,625
-211
-6% -$27.5K 0.12% 110
2020
Q4 		$534K Hold
3,836
– – 0.15% 96
2020
Q3 		$533K Buy
3,836
+560
+17% +$74.3K 0.18% 85
2020
Q2 		$392K Buy
+3,276
New +$382K 0.14% 97

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
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
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

Live Oak Private Wealth's PG Position: Q2 2026 in Review

Live Oak Private Wealth reduced its Procter & Gamble (PG) stake by 0.2% in Q2 2026, selling an estimated $1.46K and leaving 4,876 shares worth $715K. The position accounts for 0.09% of the portfolio, ranked #125.

Live Oak Private Wealth first reported a position in PG in Q2 2020 and has held it in 25 quarters since. The position peaked at $851K in Q3 2025. 1,086 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Live Oak Private Wealth held 4,876 shares of Procter & Gamble worth $715K as of Q2 2026.
  • Live Oak Private Wealth sold 10 Procter & Gamble shares in Q2 2026, an estimated $1.46K.
  • Procter & Gamble made up 0.09% of Live Oak Private Wealth's portfolio in Q2 2026, its #125 holding.
  • Live Oak Private Wealth first reported a position in Procter & Gamble in Q2 2020 and has held it in 25 quarters since.
  • Live Oak Private Wealth's Procter & Gamble position peaked at $851K in Q3 2025.
  • 1,086 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.