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Paradigm Strategies in Wealth Management’s Procter & Gamble PG Stock Holding History

Paradigm Strategies in 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
Q2 		$3.84M Buy
26,217
+2
+0% +$291 2.34% 11
2026
Q1 		$3.79M Buy
26,215
+3
+0% +$455 2.57% 9
2025
Q4 		$3.76M Sell
26,212
-600
-2% -$88.5K 2.47% 10
2025
Q3 		$4.12M Buy
26,812
+3
+0% +$469 2.64% 9
2025
Q2 		$4.27M Sell
26,809
-448
-2% -$73.1K 2.8% 8
2025
Q1 		$4.65M Buy
27,257
+3
+0% +$502 3.13% 8
2024
Q4 		$4.57M Buy
27,254
+2
+0% +$341 3.01% 7
2024
Q3 		$4.72M Sell
27,252
-2,178
-7% -$370K 2.96% 7
2024
Q2 		$4.85M Buy
29,430
+2
+0% +$327 2.98% 8
2024
Q1 		$4.77M Sell
29,428
-302
-1% -$47.4K 2.95% 8
2023
Q4 		$4.36M Hold
29,730
– – 2.87% 9
2023
Q3 		$4.34M Buy
29,730
+8,000
+37% +$1.22M 2.76% 10
2023
Q2 		$3.3M Sell
21,730
-8,070
-27% -$1.22M 2.23% 13
2023
Q1 		$4.43M Buy
29,800
+70
+0.2% +$10K 3.49% 9
2022
Q4 		$4.51M Buy
29,730
+27,999
+1,618% +$3.93M 4.01% 8
2022
Q3 		$218K Buy
1,731
+1
+0.1% +$142 0.2% 36
2022
Q2 		$249K Hold
1,730
– – 0.27% 34
2022
Q1 		$264K Hold
1,730
– – 0.28% 34
2021
Q4 		$283K Hold
1,730
– – 0.29% 34
2021
Q3 		$242K Hold
1,730
– – 0.23% 43
2021
Q2 		$233K Hold
1,730
– – 0.21% 41
2021
Q1 		$234K Buy
+1,730
New +$226K 0.23% 38

Other funds holding PG

Assenagon Asset Management
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
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Paradigm Strategies in Wealth Management's PG Position: Q2 2026 in Review

Paradigm Strategies in Wealth Management increased its Procter & Gamble (PG) stake by 0.01% in Q2 2026, buying an estimated $291 and bringing the position to 26,217 shares worth $3.84M. The position accounts for 2.34% of the portfolio, ranked #11.

Paradigm Strategies in Wealth Management first reported a position in PG in Q1 2021 and has held it in 22 quarters since. The position peaked at $4.85M in Q2 2024. 1,637 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Paradigm Strategies in Wealth Management held 26,217 shares of Procter & Gamble worth $3.84M as of Q2 2026.
  • Paradigm Strategies in Wealth Management bought 2 Procter & Gamble shares in Q2 2026, an estimated $291.
  • Procter & Gamble made up 2.34% of Paradigm Strategies in Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Paradigm Strategies in Wealth Management first reported a position in Procter & Gamble in Q1 2021 and has held it in 22 quarters since.
  • Paradigm Strategies in Wealth Management's Procter & Gamble position peaked at $4.85M in Q2 2024.
  • 1,637 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.