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

Meritas 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 		$218K Buy
+1,487
New +$216K 0.09% 61
2024
Q1 		– Sell
-1,647
Closed -$241K – 51
2023
Q4 		$241K Buy
+1,647
New +$244K 0.18% 41

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

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

Meritas Wealth Management opened a new position in Procter & Gamble (PG) in Q2 2026: 1,487 shares worth $218K. The stake represents 0.09% of the portfolio and ranks #61 among its holdings. This is a return to the name: Meritas Wealth Management previously reported a position in PG as recently as Q4 2023.

Meritas Wealth Management first reported a position in PG in Q4 2023 and has held it in 2 quarters since. The position peaked at $241K in Q4 2023. 1,863 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Meritas Wealth Management held 1,487 shares of Procter & Gamble worth $218K as of Q2 2026.
  • Procter & Gamble was a new Meritas Wealth Management position in Q2 2026.
  • Procter & Gamble made up 0.09% of Meritas Wealth Management's portfolio in Q2 2026, its #61 holding.
  • Meritas Wealth Management first reported a position in Procter & Gamble in Q4 2023 and has held it in 2 quarters since.
  • Meritas Wealth Management's Procter & Gamble position peaked at $241K in Q4 2023.
  • 1,863 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

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