Mindset Wealth Management
PG icon

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

Mindset 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
Q3 		$248K Sell
1,704
-50
-3% -$7.33K 0.04% 166
2026
Q2 		$257K Hold
1,754
– – 0.05% 155
2026
Q1 		$253K Hold
1,754
– – 0.07% 143
2025
Q4 		$251K Sell
1,754
-270
-13% -$39.8K 0.07% 155
2025
Q3 		$311K Hold
2,024
– – 0.08% 117
2025
Q2 		$322K Sell
2,024
-422
-17% -$68.9K 0.11% 105
2025
Q1 		$417K Buy
2,446
+735
+43% +$123K 0.16% 78
2024
Q4 		$287K Sell
1,711
-218
-11% -$37.1K 0.1% 97
2024
Q3 		$334K Buy
+1,929
New +$327K 0.14% 86

Other funds holding PG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Mindset Wealth Management's PG Position: Q3 2026 in Review

Mindset Wealth Management reduced its Procter & Gamble (PG) stake by 2.9% in Q3 2026, selling an estimated $7.33K and leaving 1,704 shares worth $248K. The position accounts for 0.04% of the portfolio, ranked #166.

Mindset Wealth Management first reported a position in PG in Q3 2024 and has held it in 9 quarters since. The position peaked at $417K in Q1 2025. 1,321 funds tracked by Wall St. Rank hold PG as of Q3 2026.

  • Mindset Wealth Management held 1,704 shares of Procter & Gamble worth $248K as of Q3 2026.
  • Mindset Wealth Management sold 50 Procter & Gamble shares in Q3 2026, an estimated $7.33K.
  • Procter & Gamble made up 0.04% of Mindset Wealth Management's portfolio in Q3 2026, its #166 holding.
  • Mindset Wealth Management first reported a position in Procter & Gamble in Q3 2024 and has held it in 9 quarters since.
  • Mindset Wealth Management's Procter & Gamble position peaked at $417K in Q1 2025.
  • 1,321 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on Mindset Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.