NWMG
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National Wealth Management Group’s Procter & Gamble PG Stock Holding History

National Wealth Management Group’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 		$1.42M Sell
9,694
-277
-3% -$40.3K 0.44% 60
2026
Q1 		$1.44M Sell
9,971
-241
-2% -$36.5K 0.54% 47
2025
Q4 		$1.46M Sell
10,212
-25
-0.2% -$3.69K 0.51% 40
2025
Q3 		$1.57M Buy
10,237
+706
+7% +$110K 0.59% 35
2025
Q2 		$1.52M Sell
9,531
-246
-3% -$40.2K 0.85% 28
2025
Q1 		$1.67M Buy
9,777
+512
+6% +$85.8K 1.1% 23
2024
Q4 		$1.55M Buy
9,265
+257
+3% +$43.8K 1.03% 23
2024
Q3 		$1.56M Sell
9,008
-795
-8% -$135K 1.06% 25
2024
Q2 		$1.62M Sell
9,803
-1,867
-16% -$305K 1.23% 23
2024
Q1 		$1.89M Buy
11,670
+323
+3% +$50.7K 1.47% 20
2023
Q4 		$1.66M Buy
11,347
+231
+2% +$34.2K 1.61% 19
2023
Q3 		$1.62M Sell
11,116
-11
-0.1% -$1.68K 1.76% 17
2023
Q2 		$1.75M Buy
11,127
+747
+7% +$113K 1.82% 15
2023
Q1 		$1.62M Sell
10,380
-1,681
-14% -$240K 1.85% 11
2022
Q4 		$1.83M Buy
12,061
+1,797
+18% +$252K 2.19% 10
2022
Q3 		$1.3M Buy
10,264
+116
+1% +$16.5K 1.68% 15
2022
Q2 		$1.46M Sell
10,148
-5,447
-35% -$819K 1.84% 11
2022
Q1 		$2.38M Buy
15,595
+1,364
+10% +$213K 2.3% 12
2021
Q4 		$2.33M Buy
+14,231
New +$2.11M 2.18% 8

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
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
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
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

National Wealth Management Group's PG Position: Q2 2026 in Review

National Wealth Management Group reduced its Procter & Gamble (PG) stake by 2.8% in Q2 2026, selling an estimated $40.3K and leaving 9,694 shares worth $1.42M. The position accounts for 0.44% of the portfolio, ranked #60.

National Wealth Management Group first reported a position in PG in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.38M in Q1 2022. 1,181 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • National Wealth Management Group held 9,694 shares of Procter & Gamble worth $1.42M as of Q2 2026.
  • National Wealth Management Group sold 277 Procter & Gamble shares in Q2 2026, an estimated $40.3K.
  • Procter & Gamble made up 0.44% of National Wealth Management Group's portfolio in Q2 2026, its #60 holding.
  • National Wealth Management Group first reported a position in Procter & Gamble in Q4 2021 and has held it in 19 quarters since.
  • National Wealth Management Group's Procter & Gamble position peaked at $2.38M in Q1 2022.
  • 1,181 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.