MBE Wealth Management’s Procter & Gamble PG Stock Holding History

MBE 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	$212K	Buy	1,448 +32	+2%	+$4.66K	0.07%	155
2026 Q1	$204K	Buy	+1,416	New	+$215K	0.08%	137
2022 Q3	–	Sell	-1,493	Closed	-$215K	–	62
2022 Q2	$215K	Buy	1,493 +11	+0.7%	+$1.65K	0.15%	60
2022 Q1	$226K	Buy	1,482 +79	+6%	+$12.4K	0.13%	65
2021 Q4	$230K	Sell	1,403 -200	-12%	-$29.7K	0.12%	53
2021 Q3	$224K	Hold	1,603	–	–	0.11%	56
2021 Q2	$216K	Sell	1,603 -20	-1%	-$2.71K	0.11%	51
2021 Q1	$220K	Buy	1,623 +50	+3%	+$6.52K	0.12%	51
2020 Q4	$218K	Buy	+1,573	New	+$220K	0.15%	51
2020 Q2	–	Sell	-993	Closed	-$109K	–	382
2020 Q1	$109K	Buy	+993	New	+$119K	0.1%	68

Other funds holding PG

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MBE Wealth Management's PG Position: Q2 2026 in Review

MBE Wealth Management increased its Procter & Gamble (PG) stake by 2.3% in Q2 2026, buying an estimated $4.66K and bringing the position to 1,448 shares worth $212K. The position accounts for 0.07% of the portfolio, ranked #155.

MBE Wealth Management first reported a position in PG in Q1 2020 and has held it in 10 quarters since. The position peaked at $230K in Q4 2021. 1,863 funds tracked by Wall St. Rank hold PG as of Q2 2026.

MBE Wealth Management held 1,448 shares of Procter & Gamble worth $212K as of Q2 2026.
MBE Wealth Management bought 32 Procter & Gamble shares in Q2 2026, an estimated $4.66K.
Procter & Gamble made up 0.07% of MBE Wealth Management's portfolio in Q2 2026, its #155 holding.
MBE Wealth Management first reported a position in Procter & Gamble in Q1 2020 and has held it in 10 quarters since.
MBE Wealth Management's Procter & Gamble position peaked at $230K in Q4 2021.
1,863 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.