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Nikulski Financial’s Procter & Gamble PG Stock Holding History

Nikulski Financial’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 		$291K Buy
1,985
+128
+7% +$18.6K 0.06% 158
2026
Q1 		$268K Sell
1,857
-886
-32% -$134K 0.07% 158
2025
Q4 		$393K Buy
2,743
+135
+5% +$19.9K 0.09% 128
2025
Q3 		$401K Sell
2,608
-101
-4% -$15.8K 0.1% 114
2025
Q2 		$432K Sell
2,709
-18
-0.7% -$2.94K 0.12% 103
2025
Q1 		$465K Buy
2,727
+489
+22% +$81.9K 0.14% 92
2024
Q4 		$375K Sell
2,238
-60
-3% -$10.2K 0.11% 96
2024
Q3 		$398K Buy
2,298
+46
+2% +$7.81K 0.12% 92
2024
Q2 		$371K Buy
2,252
+2
+0.1% +$327 0.12% 93
2024
Q1 		$365K Sell
2,250
-68
-3% -$10.7K 0.12% 99
2023
Q4 		$340K Buy
2,318
+131
+6% +$19.4K 0.12% 106
2023
Q3 		$319K Sell
2,187
-68
-3% -$10.4K 0.13% 104
2023
Q2 		$342K Sell
2,255
-13
-0.6% -$1.96K 0.14% 99
2023
Q1 		$337K Sell
2,268
-59
-3% -$8.43K 0.15% 101
2022
Q4 		$353K Buy
2,327
+405
+21% +$56.8K 0.17% 98
2022
Q3 		$243K Buy
1,922
+2
+0.1% +$284 0.13% 110
2022
Q2 		$276K Buy
1,920
+71
+4% +$10.7K 0.14% 107
2022
Q1 		$283K Buy
1,849
+181
+11% +$28.3K 0.12% 105
2021
Q4 		$273K Sell
1,668
-94
-5% -$14K 0.11% 109
2021
Q3 		$246K Buy
1,762
+11
+0.6% +$1.56K 0.11% 106
2021
Q2 		$244K Sell
1,751
-8
-0.5% -$1.08K 0.11% 110
2021
Q1 		$238K Sell
1,759
-316
-15% -$41.2K 0.12% 112
2020
Q4 		$289K Buy
2,075
+54
+3% +$7.55K 0.16% 99
2020
Q3 		$281K Sell
2,021
-19
-0.9% -$2.52K 0.18% 94
2020
Q2 		$244K Sell
2,040
-19
-0.9% -$2.22K 0.17% 96
2020
Q1 		$226K Sell
2,059
-336
-14% -$40.3K 0.2% 86
2019
Q4 		$300K Buy
2,395
+300
+14% +$36.7K 0.22% 70
2019
Q3 		$254K Buy
2,095
+331
+19% +$39.1K 0.21% 78
2019
Q2 		$205K Buy
+1,764
New +$188K 0.17% 83
2018
Q1 		– Sell
-2,210
Closed -$203K – 83
2017
Q4 		$203K Buy
+2,210
New +$199K 0.22% 75

Other funds holding PG

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Nikulski Financial's PG Position: Q2 2026 in Review

Nikulski Financial increased its Procter & Gamble (PG) stake by 6.9% in Q2 2026, buying an estimated $18.6K and bringing the position to 1,985 shares worth $291K. The position accounts for 0.06% of the portfolio, ranked #158.

Nikulski Financial first reported a position in PG in Q4 2017 and has held it in 30 quarters since. The position peaked at $465K in Q1 2025. 1,814 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Nikulski Financial held 1,985 shares of Procter & Gamble worth $291K as of Q2 2026.
  • Nikulski Financial bought 128 Procter & Gamble shares in Q2 2026, an estimated $18.6K.
  • Procter & Gamble made up 0.06% of Nikulski Financial's portfolio in Q2 2026, its #158 holding.
  • Nikulski Financial first reported a position in Procter & Gamble in Q4 2017 and has held it in 30 quarters since.
  • Nikulski Financial's Procter & Gamble position peaked at $465K in Q1 2025.
  • 1,814 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Nikulski Financial's 13F filing for Q2 2026, filed 28 Jul 2026.