Parkwoods Wealth Partners’s Procter & Gamble PG Stock Holding History

Parkwoods 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	$231K	Sell	1,574 -70	-4%	-$10.2K	0.04%	156
2026 Q1	$237K	Sell	1,644 -39	-2%	-$5.91K	0.06%	94
2025 Q4	$241K	Buy	1,683 +350	+26%	+$51.6K	0.07%	95
2025 Q3	$205K	Buy	1,333 +39	+3%	+$6.09K	0.07%	92
2025 Q2	$206K	Buy	+1,294	New	+$211K	0.12%	73

Other funds holding PG

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Parkwoods Wealth Partners's PG Position: Q2 2026 in Review

Parkwoods Wealth Partners reduced its Procter & Gamble (PG) stake by 4.3% in Q2 2026, selling an estimated $10.2K and leaving 1,574 shares worth $231K. The position accounts for 0.04% of the portfolio, ranked #156.

Parkwoods Wealth Partners first reported a position in PG in Q2 2025 and has held it in 5 quarters since. The position peaked at $241K in Q4 2025. 2,087 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Parkwoods Wealth Partners held 1,574 shares of Procter & Gamble worth $231K as of Q2 2026.
Parkwoods Wealth Partners sold 70 Procter & Gamble shares in Q2 2026, an estimated $10.2K.
Procter & Gamble made up 0.04% of Parkwoods Wealth Partners's portfolio in Q2 2026, its #156 holding.
Parkwoods Wealth Partners first reported a position in Procter & Gamble in Q2 2025 and has held it in 5 quarters since.
Parkwoods Wealth Partners's Procter & Gamble position peaked at $241K in Q4 2025.
2,087 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

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