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Maia Wealth’s Procter & Gamble PG Stock Holding History

Maia 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 		$1.49M Buy
10,183
+2,038
+25% +$297K 0.22% 126
2026
Q1 		$1.18M Buy
8,145
+1,540
+23% +$233K 0.2% 135
2025
Q4 		$1.06M Buy
6,605
+908
+16% +$134K 0.18% 133
2025
Q3 		$829K Sell
5,697
-204
-3% -$31.9K 0.14% 161
2025
Q2 		$940K Buy
5,901
+1,676
+40% +$274K 0.18% 138
2025
Q1 		$715K Sell
4,225
-133
-3% -$22.3K 0.16% 142
2024
Q4 		$738K Buy
4,358
+503
+13% +$85.7K 0.16% 123
2024
Q3 		$656K Buy
3,855
+520
+16% +$88.3K 0.16% 124
2024
Q2 		$549K Buy
+3,335
New +$545K 0.17% 113
2023
Q4 		$532K Buy
+3,630
New +$538K 0.21% 97

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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Maia Wealth's PG Position: Q2 2026 in Review

Maia Wealth increased its Procter & Gamble (PG) stake by 25% in Q2 2026, buying an estimated $297K and bringing the position to 10,183 shares worth $1.49M. The position accounts for 0.22% of the portfolio, ranked #126.

Maia Wealth first reported a position in PG in Q4 2023 and has held it in 10 quarters since. 1,636 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Maia Wealth held 10,183 shares of Procter & Gamble worth $1.49M as of Q2 2026.
  • Maia Wealth bought 2,038 Procter & Gamble shares in Q2 2026, an estimated $297K.
  • Procter & Gamble made up 0.22% of Maia Wealth's portfolio in Q2 2026, its #126 holding.
  • Maia Wealth first reported a position in Procter & Gamble in Q4 2023 and has held it in 10 quarters since.
  • 1,636 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.