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Montz Harcus Wealth Management’s Procter & Gamble PG Stock Holding History

Montz Harcus 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 		$210K Sell
1,448
-26
-2% -$3.81K 0.07% 95
2026
Q2 		$216K Buy
1,474
+19
+1% +$2.77K 0.08% 93
2026
Q1 		$210K Buy
1,455
+25
+2% +$3.79K 0.08% 87
2025
Q4 		$205K Buy
+1,430
New +$211K 0.08% 87

Other funds holding PG

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Montz Harcus Wealth Management's PG Position: Q3 2026 in Review

Montz Harcus Wealth Management reduced its Procter & Gamble (PG) stake by 1.8% in Q3 2026, selling an estimated $3.81K and leaving 1,448 shares worth $210K. The position accounts for 0.07% of the portfolio, ranked #95.

Montz Harcus Wealth Management first reported a position in PG in Q4 2025 and has held it in 4 quarters since. The position peaked at $216K in Q2 2026. 215 funds tracked by Wall St. Rank hold PG as of Q3 2026.

  • Montz Harcus Wealth Management held 1,448 shares of Procter & Gamble worth $210K as of Q3 2026.
  • Montz Harcus Wealth Management sold 26 Procter & Gamble shares in Q3 2026, an estimated $3.81K.
  • Procter & Gamble made up 0.07% of Montz Harcus Wealth Management's portfolio in Q3 2026, its #95 holding.
  • Montz Harcus Wealth Management first reported a position in Procter & Gamble in Q4 2025 and has held it in 4 quarters since.
  • Montz Harcus Wealth Management's Procter & Gamble position peaked at $216K in Q2 2026.
  • 215 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.