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Retirement Wealth Solutions’s Procter & Gamble PG Stock Holding History

Retirement Wealth Solutions’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 		$70.9K Hold
483
– – 0.04% 91
2026
Q1 		$69.7K Buy
483
+1
+0.2% +$152 0.04% 79
2025
Q4 		$69.1K Sell
482
-68
-12% -$10K 0.04% 82
2025
Q3 		$84.5K Sell
550
-3
-0.5% -$469 0.06% 71
2025
Q2 		$88.2K Hold
553
– – 0.06% 64
2025
Q1 		$94.2K Buy
553
+1
+0.2% +$167 0.08% 58
2024
Q4 		$87.6K Buy
+552
New +$94K 0.07% 62

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
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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Retirement Wealth Solutions's PG Position: Q2 2026 in Review

Retirement Wealth Solutions held its Procter & Gamble (PG) position steady in Q2 2026 at 483 shares worth $70.9K. The position accounts for 0.04% of the portfolio, ranked #91.

Retirement Wealth Solutions first reported a position in PG in Q4 2024 and has held it in 7 quarters since. The position peaked at $94.2K in Q1 2025. 761 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Retirement Wealth Solutions held 483 shares of Procter & Gamble worth $70.9K as of Q2 2026.
  • Retirement Wealth Solutions left its Procter & Gamble share count unchanged in Q2 2026.
  • Procter & Gamble made up 0.04% of Retirement Wealth Solutions's portfolio in Q2 2026, its #91 holding.
  • Retirement Wealth Solutions first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
  • Retirement Wealth Solutions's Procter & Gamble position peaked at $94.2K in Q1 2025.
  • 761 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.