PWMG
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Pinnacle Wealth Management Group’s Procter & Gamble PG Stock Holding History

Pinnacle 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 		$519K Buy
3,537
+3
+0.1% +$437 0.24% 70
2026
Q1 		$510K Buy
3,534
+67
+2% +$10.2K 0.25% 68
2025
Q4 		$497K Sell
3,467
-190
-5% -$28K 0.25% 68
2025
Q3 		$562K Sell
3,657
-37
-1% -$5.78K 0.29% 58
2025
Q2 		$589K Sell
3,694
-120
-3% -$19.6K 0.34% 57
2025
Q1 		$650K Sell
3,814
-1,000
-21% -$167K 0.45% 40
2024
Q4 		$807K Sell
4,814
-340
-7% -$57.9K 0.5% 42
2024
Q3 		$893K Hold
5,154
– – 0.56% 40
2024
Q2 		$850K Sell
5,154
-128
-2% -$20.9K 0.58% 37
2024
Q1 		$857K Hold
5,282
– – 0.64% 37
2023
Q4 		$774K Sell
5,282
-80
-1% -$11.8K 0.64% 42
2023
Q3 		$782K Sell
5,362
-50
-0.9% -$7.64K 0.71% 39
2023
Q2 		$821K Sell
5,412
-200
-4% -$30.1K 0.72% 37
2023
Q1 		$834K Sell
5,612
-200
-3% -$28.6K 0.72% 35
2022
Q4 		$881K Buy
5,812
+254
+5% +$35.6K 0.78% 33
2022
Q3 		$702K Sell
5,558
-29
-0.5% -$4.12K 0.62% 38
2022
Q2 		$803K Buy
5,587
+209
+4% +$31.4K 0.67% 37
2022
Q1 		$822K Buy
5,378
+200
+4% +$31.3K 0.62% 38
2021
Q4 		$847K Sell
5,178
-100
-2% -$14.8K 0.63% 41
2021
Q3 		$738K Hold
5,278
– – 0.55% 43
2021
Q2 		$712K Buy
+5,278
New +$714K 0.52% 51

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
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

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

Pinnacle Wealth Management Group increased its Procter & Gamble (PG) stake by 0.08% in Q2 2026, buying an estimated $437 and bringing the position to 3,537 shares worth $519K. The position accounts for 0.24% of the portfolio, ranked #70.

Pinnacle Wealth Management Group first reported a position in PG in Q2 2021 and has held it in 21 quarters since. The position peaked at $893K in Q3 2024. 978 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Pinnacle Wealth Management Group held 3,537 shares of Procter & Gamble worth $519K as of Q2 2026.
  • Pinnacle Wealth Management Group bought 3 Procter & Gamble shares in Q2 2026, an estimated $437.
  • Procter & Gamble made up 0.24% of Pinnacle Wealth Management Group's portfolio in Q2 2026, its #70 holding.
  • Pinnacle Wealth Management Group first reported a position in Procter & Gamble in Q2 2021 and has held it in 21 quarters since.
  • Pinnacle Wealth Management Group's Procter & Gamble position peaked at $893K in Q3 2024.
  • 978 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Pinnacle Wealth Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.