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Marshall Financial Group (Maryland)’s Procter & Gamble PG Stock Holding History

Marshall Financial Group (Maryland)’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 		$2.66M Sell
18,117
-770
-4% -$112K 0.39% 54
2026
Q1 		$2.73M Sell
18,887
-745
-4% -$113K 0.44% 45
2025
Q4 		$2.81M Sell
19,632
-4,766
-20% -$703K 0.55% 36
2025
Q3 		$3.75M Buy
24,398
+422
+2% +$65.9K 0.73% 25
2025
Q2 		$3.85M Buy
23,976
+3,469
+17% +$566K 0.75% 23
2025
Q1 		$3.49M Buy
20,507
+550
+3% +$92.1K 0.76% 23
2024
Q4 		$3.35M Sell
19,957
-10,157
-34% -$1.73M 0.81% 22
2024
Q3 		$5.22M Buy
30,114
+3,896
+15% +$661K 1.25% 15
2024
Q2 		$4.32M Buy
26,218
+374
+1% +$61.1K 1.21% 15
2024
Q1 		$4.19M Buy
25,844
+1,074
+4% +$168K 1.21% 13
2023
Q4 		$3.63M Buy
24,770
+690
+3% +$102K 1.17% 17
2023
Q3 		$3.51M Sell
24,080
-262
-1% -$40K 1.27% 17
2023
Q2 		$3.69M Buy
24,342
+315
+1% +$47.5K 1.26% 16
2023
Q1 		$3.57M Sell
24,027
-1,918
-7% -$274K 1.28% 14
2022
Q4 		$3.93M Buy
25,945
+4,781
+23% +$670K 1.53% 10
2022
Q3 		$2.67M Buy
21,164
+513
+2% +$72.9K 1.13% 13
2022
Q2 		$2.97M Buy
20,651
+7,884
+62% +$1.18M 1.19% 12
2022
Q1 		$1.95M Sell
12,767
-70
-0.5% -$11K 0.8% 24
2021
Q4 		$2.1M Buy
12,837
+7,123
+125% +$1.06M 0.77% 22
2021
Q3 		$799K Buy
5,714
+897
+19% +$127K 0.41% 83
2021
Q2 		$650K Buy
4,817
+722
+18% +$97.7K 0.35% 104
2021
Q1 		$555K Sell
4,095
-128
-3% -$16.7K 0.33% 93
2020
Q4 		$588K Buy
+4,223
New +$590K 0.38% 85

Other funds holding PG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Marshall Financial Group (Maryland)'s PG Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its Procter & Gamble (PG) stake by 4.1% in Q2 2026, selling an estimated $112K and leaving 18,117 shares worth $2.66M. The position accounts for 0.39% of the portfolio, ranked #54.

Marshall Financial Group (Maryland) first reported a position in PG in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.22M in Q3 2024. 2,202 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Marshall Financial Group (Maryland) held 18,117 shares of Procter & Gamble worth $2.66M as of Q2 2026.
  • Marshall Financial Group (Maryland) sold 770 Procter & Gamble shares in Q2 2026, an estimated $112K.
  • Procter & Gamble made up 0.39% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #54 holding.
  • Marshall Financial Group (Maryland) first reported a position in Procter & Gamble in Q4 2020 and has held it in 23 quarters since.
  • Marshall Financial Group (Maryland)'s Procter & Gamble position peaked at $5.22M in Q3 2024.
  • 2,202 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.