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Mitchell & Pahl Private Wealth’s Procter & Gamble PG Stock Holding History

Mitchell & Pahl Private 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 		$3.29M Buy
22,413
+630
+3% +$91.7K 1.21% 24
2026
Q1 		$3.15M Buy
21,783
+310
+1% +$47K 1.28% 17
2025
Q4 		$3.08M Buy
21,473
+513
+2% +$75.6K 1.28% 18
2025
Q3 		$3.22M Buy
20,960
+82
+0.4% +$12.8K 1.35% 16
2025
Q2 		$3.33M Buy
20,878
+354
+2% +$57.8K 1.47% 8
2025
Q1 		$3.5M Buy
20,524
+1
+0% +$167 1.63% 8
2024
Q4 		$3.44M Buy
20,523
+248
+1% +$42.2K 1.61% 5
2024
Q3 		$3.51M Buy
20,275
+1,334
+7% +$226K 1.63% 7
2024
Q2 		$3.12M Sell
18,941
-59
-0.3% -$9.65K 1.65% 8
2024
Q1 		$3.08M Buy
19,000
+124
+0.7% +$19.4K 1.62% 10
2023
Q4 		$2.77M Sell
18,876
-488
-3% -$72.3K 1.57% 10
2023
Q3 		$2.82M Buy
19,364
+447
+2% +$68.3K 1.68% 7
2023
Q2 		$2.87M Buy
18,917
+86
+0.5% +$13K 1.73% 7
2023
Q1 		$2.8M Buy
18,831
+160
+0.9% +$22.9K 1.75% 6
2022
Q4 		$2.83M Buy
18,671
+7
+0% +$981 1.86% 5
2022
Q3 		$2.36M Buy
18,664
+94
+0.5% +$13.4K 1.74% 7
2022
Q2 		$2.67M Buy
18,570
+283
+2% +$42.5K 1.86% 7
2022
Q1 		$2.79M Buy
18,287
+297
+2% +$46.5K 1.78% 6
2021
Q4 		$2.94M Buy
17,990
+123
+0.7% +$18.3K 1.89% 6
2021
Q3 		$2.5M Buy
17,867
+68
+0.4% +$9.64K 1.8% 6
2021
Q2 		$2.4M Buy
17,799
+168
+1% +$22.7K 1.72% 8
2021
Q1 		$2.39M Buy
17,631
+276
+2% +$36K 1.85% 7
2020
Q4 		$2.42M Buy
+17,355
New +$2.43M 2.03% 6

Other funds holding PG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Mitchell & Pahl Private Wealth's PG Position: Q2 2026 in Review

Mitchell & Pahl Private Wealth increased its Procter & Gamble (PG) stake by 2.9% in Q2 2026, buying an estimated $91.7K and bringing the position to 22,413 shares worth $3.29M. The position accounts for 1.21% of the portfolio, ranked #24.

Mitchell & Pahl Private Wealth first reported a position in PG in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.51M in Q3 2024. 846 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Mitchell & Pahl Private Wealth held 22,413 shares of Procter & Gamble worth $3.29M as of Q2 2026.
  • Mitchell & Pahl Private Wealth bought 630 Procter & Gamble shares in Q2 2026, an estimated $91.7K.
  • Procter & Gamble made up 1.21% of Mitchell & Pahl Private Wealth's portfolio in Q2 2026, its #24 holding.
  • Mitchell & Pahl Private Wealth first reported a position in Procter & Gamble in Q4 2020 and has held it in 23 quarters since.
  • Mitchell & Pahl Private Wealth's Procter & Gamble position peaked at $3.51M in Q3 2024.
  • 846 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.