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McGlone Suttner Wealth Management’s Procter & Gamble PG Stock Holding History

McGlone Suttner 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 		$1.99M Buy
13,583
+361
+3% +$52.5K 0.23% 48
2026
Q1 		$1.91M Buy
13,222
+379
+3% +$57.5K 0.25% 46
2025
Q4 		$1.84M Sell
12,843
-2,086
-14% -$308K 0.25% 46
2025
Q3 		$2.29M Buy
14,929
+214
+1% +$33.4K 0.32% 33
2025
Q2 		$2.34M Sell
14,715
-21
-0.1% -$3.43K 0.35% 29
2025
Q1 		$2.51M Buy
14,736
+1,030
+8% +$173K 0.41% 25
2024
Q4 		$2.3M Buy
13,706
+1,620
+13% +$276K 0.38% 29
2024
Q3 		$2.09M Sell
12,086
-73
-0.6% -$12.4K 0.44% 26
2024
Q2 		$1.78M Sell
12,159
-562
-4% -$91.9K 0.37% 28
2024
Q1 		$2.06M Buy
12,721
+562
+5% +$88.1K 0.39% 24
2023
Q4 		$1.78M Buy
12,159
+518
+4% +$76.7K 0.35% 28
2023
Q3 		$1.7M Buy
11,641
+395
+4% +$60.3K 0.39% 23
2023
Q2 		$1.71M Buy
11,246
+332
+3% +$50K 0.39% 27
2023
Q1 		$1.62M Buy
10,914
+222
+2% +$31.7K 0.42% 26
2022
Q4 		$1.62M Buy
+10,692
New +$1.5M 0.51% 26

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

McGlone Suttner Wealth Management's PG Position: Q2 2026 in Review

McGlone Suttner Wealth Management increased its Procter & Gamble (PG) stake by 2.7% in Q2 2026, buying an estimated $52.5K and bringing the position to 13,583 shares worth $1.99M. The position accounts for 0.23% of the portfolio, ranked #48.

McGlone Suttner Wealth Management first reported a position in PG in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.51M in Q1 2025. 1,636 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • McGlone Suttner Wealth Management held 13,583 shares of Procter & Gamble worth $1.99M as of Q2 2026.
  • McGlone Suttner Wealth Management bought 361 Procter & Gamble shares in Q2 2026, an estimated $52.5K.
  • Procter & Gamble made up 0.23% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #48 holding.
  • McGlone Suttner Wealth Management first reported a position in Procter & Gamble in Q4 2022 and has held it in 15 quarters since.
  • McGlone Suttner Wealth Management's Procter & Gamble position peaked at $2.51M in Q1 2025.
  • 1,636 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.