Martel Wealth Advisors’s Procter & Gamble PG Stock Holding History

Martel Wealth Advisors’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	$692K	Buy	4,718 +89	+2%	+$13K	0.11%	38
2026 Q1	$669K	Buy	4,629 +80	+2%	+$12.1K	0.11%	38
2025 Q4	$652K	Hold	4,549	–	–	0.11%	37
2025 Q3	$699K	Hold	4,549	–	–	0.12%	37
2025 Q2	$725K	Buy	4,549 +39	+0.9%	+$6.37K	0.13%	36
2025 Q1	$769K	Hold	4,510	–	–	0.15%	34
2024 Q4	$756K	Buy	4,510 +3,000	+199%	+$511K	0.15%	35
2024 Q3	$255K	Hold	1,510	–	–	0.05%	45
2024 Q2	$249K	Sell	1,510 -120	-7%	-$19.6K	0.05%	45
2024 Q1	$264K	Hold	1,630	–	–	0.06%	44
2023 Q4	$239K	Hold	1,630	–	–	0.05%	50
2023 Q3	$238K	Hold	1,630	–	–	0.06%	47
2023 Q2	$247K	Hold	1,630	–	–	0.06%	47
2023 Q1	$242K	Hold	1,630	–	–	0.06%	47
2022 Q4	$247K	Buy	1,630 +200	+14%	+$28K	0.07%	44
2022 Q3	$221K	Hold	1,430	–	–	0.06%	46
2022 Q2	$221K	Hold	1,430	–	–	0.06%	46
2022 Q1	$205K	Hold	1,430	–	–	0.05%	49
2021 Q4	$233K	Buy	+1,430	New	+$212K	0.06%	45

Other funds holding PG

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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 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

Martel Wealth Advisors's PG Position: Q2 2026 in Review

Martel Wealth Advisors increased its Procter & Gamble (PG) stake by 1.9% in Q2 2026, buying an estimated $13K and bringing the position to 4,718 shares worth $692K. The position accounts for 0.11% of the portfolio, ranked #38.

Martel Wealth Advisors first reported a position in PG in Q4 2021 and has held it in 19 quarters since. The position peaked at $769K in Q1 2025. 810 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Martel Wealth Advisors held 4,718 shares of Procter & Gamble worth $692K as of Q2 2026.
Martel Wealth Advisors bought 89 Procter & Gamble shares in Q2 2026, an estimated $13K.
Procter & Gamble made up 0.11% of Martel Wealth Advisors's portfolio in Q2 2026, its #38 holding.
Martel Wealth Advisors first reported a position in Procter & Gamble in Q4 2021 and has held it in 19 quarters since.
Martel Wealth Advisors's Procter & Gamble position peaked at $769K in Q1 2025.
810 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Martel Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.