SSWM
PG icon

Sheets Smith Wealth Management’s Procter & Gamble PG Stock Holding History

Sheets Smith Wealth Management’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 		$772K Hold
5,264
– – 0.08% 236
2026
Q1 		$760K Buy
5,264
+370
+8% +$56.1K 0.09% 227
2025
Q4 		$701K Buy
4,894
+918
+23% +$135K 0.08% 232
2025
Q3 		$611K Buy
3,976
+26
+0.7% +$4.06K 0.07% 256
2025
Q2 		$629K Sell
3,950
-20
-0.5% -$3.26K 0.07% 244
2025
Q1 		$677K Sell
3,970
-50
-1% -$8.38K 0.08% 206
2024
Q4 		$674K Buy
4,020
+51
+1% +$8.69K 0.08% 208
2024
Q3 		$687K Sell
3,969
-1,200
-23% -$204K 0.08% 202
2024
Q2 		$852K Buy
5,169
+1
+0% +$163 0.1% 172
2024
Q1 		$839K Hold
5,168
– – 0.09% 177
2023
Q4 		$757K Sell
5,168
-559
-10% -$82.8K 0.11% 164
2023
Q3 		$835K Buy
5,727
+1
+0% +$153 0.13% 148
2023
Q2 		$869K Sell
5,726
-100
-2% -$15.1K 0.13% 152
2023
Q1 		$866K Buy
5,826
+1
+0% +$143 0.13% 145
2022
Q4 		$883K Buy
5,825
+30
+0.5% +$4.21K 0.14% 141
2022
Q3 		$732K Buy
5,795
+1
+0% +$142 0.12% 152
2022
Q2 		$833K Sell
5,794
-228
-4% -$34.3K 0.14% 144
2022
Q1 		$920K Buy
6,022
+6
+0.1% +$939 0.13% 152
2021
Q4 		$984K Sell
6,016
-2
-0% -$297 0.12% 154
2021
Q3 		$841K Buy
6,018
+4
+0.1% +$567 0.11% 158
2021
Q2 		$811K Buy
6,014
+4
+0.1% +$541 0.11% 163
2021
Q1 		$814K Buy
6,010
+146
+2% +$19K 0.12% 155
2020
Q4 		$816K Buy
5,864
+3
+0.1% +$419 0.12% 156
2020
Q3 		$815K Buy
5,861
+153
+3% +$20.3K 0.14% 134
2020
Q2 		$682K Buy
5,708
+821
+17% +$95.7K 0.14% 134
2020
Q1 		$538K Buy
4,887
+1,244
+34% +$149K 0.11% 154
2019
Q4 		$455K Sell
3,643
-37
-1% -$4.53K 0.09% 219
2019
Q3 		$458K Sell
3,680
-26
-0.7% -$3.07K 0.09% 203
2019
Q2 		$406K Buy
3,706
+4
+0.1% +$426 0.08% 234
2019
Q1 		$385K Sell
3,702
-40
-1% -$3.89K 0.08% 238
2018
Q4 		$344K Buy
3,742
+4
+0.1% +$358 0.09% 207
2018
Q3 		$311K Sell
3,738
-364
-9% -$29.8K 0.06% 288
2018
Q2 		$320K Buy
4,102
+29
+0.7% +$2.18K 0.07% 257
2018
Q1 		$323K Sell
4,073
-447
-10% -$37.3K 0.08% 246
2017
Q4 		$415K Buy
4,520
+189
+4% +$17K 0.1% 213
2017
Q3 		$394K Buy
4,331
+9
+0.2% +$819 0.1% 211
2017
Q2 		$377K Buy
4,322
+32
+0.7% +$2.82K 0.1% 198
2017
Q1 		$385K Buy
4,290
+9
+0.2% +$798 0.1% 203
2016
Q4 		$360K Buy
4,281
+36
+0.8% +$3.07K 0.1% 209
2016
Q3 		$381K Sell
4,245
-90
-2% -$7.82K 0.11% 193
2016
Q2 		$367K Buy
4,335
+10
+0.2% +$821 0.11% 188
2016
Q1 		$356K Buy
4,325
+10
+0.2% +$806 0.11% 166
2015
Q4 		$343K Buy
4,315
+634
+17% +$48.5K 0.1% 170
2015
Q3 		$265K Sell
3,681
-969
-21% -$72.7K 0.09% 171
2015
Q2 		$364K Buy
4,650
+6
+0.1% +$483 0.1% 176
2015
Q1 		$381K Sell
4,644
-385
-8% -$33.1K 0.11% 175
2014
Q4 		$458K Sell
5,029
-37
-0.7% -$3.25K 0.12% 176
2014
Q3 		$424K Buy
5,066
+5
+0.1% +$410 0.12% 176
2014
Q2 		$398K Buy
5,061
+53
+1% +$4.27K 0.11% 188
2014
Q1 		$404K Buy
5,008
+44
+0.9% +$3.47K 0.11% 186
2013
Q4 		$404K Sell
4,964
-197
-4% -$16.1K 0.11% 194
2013
Q3 		$390K Sell
5,161
-352
-6% -$28K 0.13% 180
2013
Q2 		$424K Buy
+5,513
New +$433K 0.14% 179

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

Sheets Smith Wealth Management's PG Position: Q2 2026 in Review

Sheets Smith Wealth Management held its Procter & Gamble (PG) position steady in Q2 2026 at 5,264 shares worth $772K. The position accounts for 0.08% of the portfolio, ranked #236.

Sheets Smith Wealth Management first reported a position in PG in Q2 2013 and has held it in 53 quarters since. The position peaked at $984K in Q4 2021. 861 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Sheets Smith Wealth Management held 5,264 shares of Procter & Gamble worth $772K as of Q2 2026.
  • Sheets Smith Wealth Management left its Procter & Gamble share count unchanged in Q2 2026.
  • Procter & Gamble made up 0.08% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #236 holding.
  • Sheets Smith Wealth Management first reported a position in Procter & Gamble in Q2 2013 and has held it in 53 quarters since.
  • Sheets Smith Wealth Management's Procter & Gamble position peaked at $984K in Q4 2021.
  • 861 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.