MWM
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Mission Wealth Management’s Procter & Gamble PG Stock Holding History

Mission 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
2025
Q3 		– Hold
0
– -$335K – 732
2025
Q2 		– Hold
0
– – – 562
2025
Q1 		– Hold
0
– – – 530
2024
Q4 		– Hold
0
– – – 517
2024
Q3 		– Hold
0
– – – 505
2024
Q2 		– Hold
0
– – – 503
2024
Q1 		– Hold
0
– – – 526

Other funds holding PG

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

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

Mission Wealth Management increased its Procter & Gamble (PG) stake by 164% in Q2 2026, buying an estimated $7.56M and bringing the position to 83,622 shares worth $12.3M. The position accounts for 0.15% of the portfolio, ranked #94.

Mission Wealth Management first reported a position in PG in Q2 2015 and has held it in 45 quarters since. 2,142 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Mission Wealth Management held 83,622 shares of Procter & Gamble worth $12.3M as of Q2 2026.
  • Mission Wealth Management bought 51,965 Procter & Gamble shares in Q2 2026, an estimated $7.56M.
  • Procter & Gamble made up 0.15% of Mission Wealth Management's portfolio in Q2 2026, its #94 holding.
  • Mission Wealth Management first reported a position in Procter & Gamble in Q2 2015 and has held it in 45 quarters since.
  • 2,142 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.