MW
PG icon

MBL Wealth’s Procter & Gamble PG Stock Holding History

MBL 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 		$1.33M Sell
9,099
-331
-4% -$48.2K 0.09% 111
2026
Q1 		$1.36M Buy
9,430
+338
+4% +$51.2K 0.1% 102
2025
Q4 		$1.3M Buy
9,092
+2,050
+29% +$302K 0.1% 104
2025
Q3 		$1.08M Buy
7,042
+984
+16% +$154K 0.09% 106
2025
Q2 		$965K Sell
6,058
-216
-3% -$35.3K 0.09% 104
2025
Q1 		$1.07M Buy
6,274
+733
+13% +$123K 0.11% 94
2024
Q4 		$929K Sell
5,541
-489
-8% -$83.3K 0.09% 98
2024
Q3 		$1.04M Buy
6,030
+50
+0.8% +$8.49K 0.11% 91
2024
Q2 		$986K Sell
5,980
-545
-8% -$89.1K 0.11% 93
2024
Q1 		$1.06M Sell
6,525
-824
-11% -$129K 0.12% 83
2023
Q4 		$1.08M Buy
7,349
+412
+6% +$61K 0.13% 76
2023
Q3 		$1.01M Buy
6,937
+1,159
+20% +$177K 0.14% 70
2023
Q2 		$877K Sell
5,778
-74
-1% -$11.2K 0.12% 76
2023
Q1 		$870K Sell
5,852
-140
-2% -$20K 0.14% 72
2022
Q4 		$908K Buy
5,992
+944
+19% +$132K 0.17% 70
2022
Q3 		$637K Buy
5,048
+313
+7% +$44.5K 0.14% 82
2022
Q2 		$681K Sell
4,735
-1,015
-18% -$153K 0.17% 76
2022
Q1 		$879K Buy
+5,750
New +$900K 0.21% 68
2021
Q1 		$559K Buy
4,128
+619
+18% +$80.8K 0.2% 78
2020
Q4 		$488K Buy
+3,509
New +$490K 0.19% 75

Other funds holding PG

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

MBL Wealth's PG Position: Q2 2026 in Review

MBL Wealth reduced its Procter & Gamble (PG) stake by 3.5% in Q2 2026, selling an estimated $48.2K and leaving 9,099 shares worth $1.33M. The position accounts for 0.09% of the portfolio, ranked #111.

MBL Wealth first reported a position in PG in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.36M in Q1 2026. 1,982 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • MBL Wealth held 9,099 shares of Procter & Gamble worth $1.33M as of Q2 2026.
  • MBL Wealth sold 331 Procter & Gamble shares in Q2 2026, an estimated $48.2K.
  • Procter & Gamble made up 0.09% of MBL Wealth's portfolio in Q2 2026, its #111 holding.
  • MBL Wealth first reported a position in Procter & Gamble in Q4 2020 and has held it in 20 quarters since.
  • MBL Wealth's Procter & Gamble position peaked at $1.36M in Q1 2026.
  • 1,982 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.