MQWP
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Morey & Quinn Wealth Partners’s Procter & Gamble PG Stock Holding History

Morey & Quinn 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 		$461K Buy
3,147
+152
+5% +$22.1K 0.3% 82
2026
Q1 		$433K Buy
2,995
+54
+2% +$8.19K 0.31% 83
2025
Q4 		$421K Hold
2,941
– – 0.3% 81
2025
Q3 		$452K Buy
2,941
+4
+0.1% +$625 0.33% 76
2025
Q2 		$468K Hold
2,937
– – 0.37% 66
2025
Q1 		$501K Buy
2,937
+100
+4% +$16.7K 0.41% 63
2024
Q4 		$476K Buy
+2,837
New +$483K 0.4% 64

Other funds holding PG

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
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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Morey & Quinn Wealth Partners's PG Position: Q2 2026 in Review

Morey & Quinn Wealth Partners increased its Procter & Gamble (PG) stake by 5.1% in Q2 2026, buying an estimated $22.1K and bringing the position to 3,147 shares worth $461K. The position accounts for 0.3% of the portfolio, ranked #82.

Morey & Quinn Wealth Partners first reported a position in PG in Q4 2024 and has held it in 7 quarters since. The position peaked at $501K in Q1 2025. 1,771 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Morey & Quinn Wealth Partners held 3,147 shares of Procter & Gamble worth $461K as of Q2 2026.
  • Morey & Quinn Wealth Partners bought 152 Procter & Gamble shares in Q2 2026, an estimated $22.1K.
  • Procter & Gamble made up 0.3% of Morey & Quinn Wealth Partners's portfolio in Q2 2026, its #82 holding.
  • Morey & Quinn Wealth Partners first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
  • Morey & Quinn Wealth Partners's Procter & Gamble position peaked at $501K in Q1 2025.
  • 1,771 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.