SWA
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Sax Wealth Advisors’s Procter & Gamble PG Stock Holding History

Sax Wealth Advisors’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
Q1 		– Sell
-79,731
Closed -$49.6K – 488
2025
Q4 		$49.6K Sell
79,731
-4
-0% -$590 ﹤0.01% 488
2025
Q3 		$48.7K Buy
+79,735
New +$12.5M ﹤0.01% 436

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sax Wealth Advisors's PG Position: Q2 2026 in Review

Sax Wealth Advisors increased its Procter & Gamble (PG) stake by 67% in Q2 2026, buying an estimated $709K and bringing the position to 12,123 shares worth $1.75M. The position accounts for 0.07% of the portfolio, ranked #166.

Sax Wealth Advisors first reported a position in PG in Q4 2020 and has held it in 23 quarters since. 1,784 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Sax Wealth Advisors held 12,123 shares of Procter & Gamble worth $1.75M as of Q2 2026.
  • Sax Wealth Advisors bought 4,873 Procter & Gamble shares in Q2 2026, an estimated $709K.
  • Procter & Gamble made up 0.07% of Sax Wealth Advisors's portfolio in Q2 2026, its #166 holding.
  • Sax Wealth Advisors first reported a position in Procter & Gamble in Q4 2020 and has held it in 23 quarters since.
  • 1,784 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.