Moller Wealth Partners’s Procter & Gamble PG Stock Holding History

Moller Wealth Partners’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	$1.36M	Buy	9,249 +1,427	+18%	+$208K	0.25%	35
2026 Q1	$1.13M	Sell	7,822 -266	-3%	-$40.3K	0.22%	34
2025 Q4	$1.16M	Buy	8,088 +44	+0.5%	+$6.49K	0.24%	33
2025 Q3	$1.24M	Sell	8,044 -83	-1%	-$13K	0.26%	33
2025 Q2	$1.29M	Sell	8,127 -245	-3%	-$40K	0.29%	32
2025 Q1	$1.43M	Buy	8,372 +455	+6%	+$76.2K	0.35%	30
2024 Q4	$1.33M	Hold	7,917	–	–	0.35%	31
2024 Q3	$1.37M	Hold	7,917	–	–	0.34%	30
2024 Q2	$1.31M	Hold	7,917	–	–	0.35%	30
2024 Q1	$1.28M	Hold	7,917	–	–	0.35%	29
2023 Q4	$1.16M	Hold	7,917	–	–	0.33%	29
2023 Q3	$1.15M	Sell	7,917 -20	-0.3%	-$3.06K	0.37%	28
2023 Q2	$1.2M	Hold	7,937	–	–	0.37%	28
2023 Q1	$1.18M	Hold	7,937	–	–	0.36%	28
2022 Q4	$1.2M	Hold	7,937	–	–	0.39%	28
2022 Q3	$1M	Hold	7,937	–	–	0.36%	28
2022 Q2	$1.14M	Hold	7,937	–	–	0.39%	28
2022 Q1	$1.21M	Buy	7,937 +430	+6%	+$67.3K	0.38%	28
2021 Q4	$1.23M	Hold	7,507	–	–	0.39%	28
2021 Q3	$1.05M	Hold	7,507	–	–	0.35%	29
2021 Q2	$1.01M	Sell	7,507 -500	-6%	-$67.7K	0.33%	28
2021 Q1	$1.08M	Buy	8,007 +500	+7%	+$65.2K	0.38%	27
2020 Q4	$1.04M	Hold	7,507	–	–	0.43%	30
2020 Q3	$1.04M	Sell	7,507 -176	-2%	-$23.4K	0.47%	27
2020 Q2	$919K	Hold	7,683	–	–	0.4%	29
2020 Q1	$845K	Sell	7,683 -10	-0.1%	-$1.2K	0.44%	26
2019 Q4	$961K	Hold	7,693	–	–	0.43%	29
2019 Q3	$957K	Hold	7,693	–	–	0.46%	27
2019 Q2	$844K	Sell	7,693 -1,415	-16%	-$151K	0.43%	31
2019 Q1	$948K	Sell	9,108 -6,323	-41%	-$615K	0.43%	25
2018 Q4	$1.41M	Buy	15,431 +6,323	+69%	+$565K	0.92%	22
2018 Q3	$758K	Hold	9,108	–	–	0.33%	23
2018 Q2	$711K	Hold	9,108	–	–	0.28%	28
2018 Q1	$722K	Sell	9,108 -2,779	-23%	-$232K	0.31%	26
2017 Q4	$1.09M	Buy	11,887 +2,837	+31%	+$255K	0.42%	24
2017 Q3	$823K	Sell	9,050 -2,914	-24%	-$265K	0.31%	25
2017 Q2	$1.04M	Buy	11,964 +2,031	+20%	+$179K	0.44%	24
2017 Q1	$892K	Hold	9,933	–	–	0.39%	28
2016 Q4	$835K	Hold	9,933	–	–	0.41%	26
2016 Q3	$891K	Hold	9,933	–	–	0.41%	28
2016 Q2	$841K	Hold	9,933	–	–	0.41%	27
2016 Q1	$818K	Hold	9,933	–	–	0.48%	26
2015 Q4	$789K	Sell	9,933 -2,175	-18%	-$166K	0.43%	25
2015 Q3	$871K	Buy	12,108 +2,160	+22%	+$162K	0.81%	20
2015 Q2	$778K	Sell	9,948 -3,753	-27%	-$302K	0.35%	28
2015 Q1	$1.12M	Hold	13,701	–	–	0.52%	22
2014 Q4	$1.25M	Sell	13,701 -250	-2%	-$22K	0.62%	22
2014 Q3	$1.17M	Sell	13,951 -348	-2%	-$28.5K	0.55%	23
2014 Q2	$1.12M	Buy	14,299 +200	+1%	+$16.1K	0.51%	24
2014 Q1	$1.14M	Buy	14,099 +2,256	+19%	+$178K	0.58%	27
2013 Q4	$964K	Hold	11,843	–	–	0.52%	29
2013 Q3	$896K	Hold	11,843	–	–	0.56%	29
2013 Q2	$912K	Buy	+11,843	New	+$929K	0.67%	26

Other funds holding PG

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Moller Wealth Partners's PG Position: Q2 2026 in Review

Moller Wealth Partners increased its Procter & Gamble (PG) stake by 18% in Q2 2026, buying an estimated $208K and bringing the position to 9,249 shares worth $1.36M. The position accounts for 0.25% of the portfolio, ranked #35.

Moller Wealth Partners first reported a position in PG in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.43M in Q1 2025. 1,637 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Moller Wealth Partners held 9,249 shares of Procter & Gamble worth $1.36M as of Q2 2026.
Moller Wealth Partners bought 1,427 Procter & Gamble shares in Q2 2026, an estimated $208K.
Procter & Gamble made up 0.25% of Moller Wealth Partners's portfolio in Q2 2026, its #35 holding.
Moller Wealth Partners first reported a position in Procter & Gamble in Q2 2013 and has held it in 53 quarters since.
Moller Wealth Partners's Procter & Gamble position peaked at $1.43M in Q1 2025.
1,637 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Moller Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.