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Schwarz Dygos Wheeler Investment Advisors’s Procter & Gamble PG Stock Holding History

Schwarz Dygos Wheeler Investment 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
Q2 		$1.39M Sell
9,497
-1,995
-17% -$290K 0.27% 62
2026
Q1 		$1.66M Buy
11,492
+18
+0.2% +$2.73K 0.34% 54
2025
Q4 		$1.64M Buy
11,474
+210
+2% +$31K 0.34% 49
2025
Q3 		$1.73M Sell
11,264
-191
-2% -$29.8K 0.37% 48
2025
Q2 		$1.83M Buy
11,455
+14
+0.1% +$2.29K 0.42% 49
2025
Q1 		$1.95M Sell
11,441
-41
-0.4% -$6.87K 0.46% 46
2024
Q4 		$1.93M Buy
11,482
+33
+0.3% +$5.62K 0.47% 46
2024
Q3 		$1.98M Sell
11,449
-87
-0.8% -$14.8K 0.49% 46
2024
Q2 		$1.9M Sell
11,536
-231
-2% -$37.8K 0.51% 43
2024
Q1 		$1.91M Buy
11,767
+28
+0.2% +$4.39K 0.53% 45
2023
Q4 		$1.72M Sell
11,739
-93
-0.8% -$13.8K 0.53% 43
2023
Q3 		$1.73M Sell
11,832
-508
-4% -$77.6K 0.58% 40
2023
Q2 		$1.87M Buy
12,340
+314
+3% +$47.3K 0.62% 39
2023
Q1 		$1.79M Buy
12,026
+2,142
+22% +$306K 0.65% 38
2022
Q4 		$1.5M Buy
9,884
+169
+2% +$23.7K 0.59% 40
2022
Q3 		$1.23M Sell
9,715
-191
-2% -$27.1K 0.54% 42
2022
Q2 		$1.42M Sell
9,906
-194
-2% -$29.2K 0.57% 43
2022
Q1 		$1.54M Sell
10,100
-150
-1% -$23.5K 0.52% 45
2021
Q4 		$1.68M Sell
10,250
-208
-2% -$30.9K 0.57% 43
2021
Q3 		$1.46M Sell
10,458
-202
-2% -$28.6K 0.53% 45
2021
Q2 		$1.44M Buy
10,660
+34
+0.3% +$4.6K 0.52% 49
2021
Q1 		$1.44M Buy
10,626
+246
+2% +$32.1K 0.59% 41
2020
Q4 		$1.44M Buy
10,380
+63
+0.6% +$8.8K 0.69% 36
2020
Q3 		$1.43M Buy
10,317
+227
+2% +$30.1K 0.81% 34
2020
Q2 		$1.25M Hold
10,090
– – 0.82% 34
2020
Q1 		$1.11M Hold
10,090
– – 0.94% 26
2019
Q4 		$1.26M Buy
10,090
+421
+4% +$51.5K 0.86% 33
2019
Q3 		$1.2M Buy
9,669
+124
+1% +$14.7K 0.95% 28
2019
Q2 		$1.05M Hold
9,545
– – 0.86% 34
2019
Q1 		$993K Sell
9,545
-2,445
-20% -$238K 0.85% 33
2018
Q4 		$1.1M Buy
+11,990
New +$1.07M 1.19% 24

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's PG Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors reduced its Procter & Gamble (PG) stake by 17% in Q2 2026, selling an estimated $290K and leaving 9,497 shares worth $1.39M. The position accounts for 0.27% of the portfolio, ranked #62.

Schwarz Dygos Wheeler Investment Advisors first reported a position in PG in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.98M in Q3 2024. 2,684 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 9,497 shares of Procter & Gamble worth $1.39M as of Q2 2026.
  • Schwarz Dygos Wheeler Investment Advisors sold 1,995 Procter & Gamble shares in Q2 2026, an estimated $290K.
  • Procter & Gamble made up 0.27% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #62 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Procter & Gamble in Q4 2018 and has held it in 31 quarters since.
  • Schwarz Dygos Wheeler Investment Advisors's Procter & Gamble position peaked at $1.98M in Q3 2024.
  • 2,684 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.