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Smallwood Wealth Investment Management’s Procter & Gamble PG Stock Holding History

Smallwood Wealth Investment 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 		$1.22M Sell
8,346
-95
-1% -$13.8K 0.53% 30
2026
Q1 		$1.22M Sell
8,441
-105
-1% -$15.9K 0.64% 29
2025
Q4 		$1.22M Sell
8,546
-71
-0.8% -$10.5K 0.64% 29
2025
Q3 		$1.32M Sell
8,617
-5
-0.1% -$781 0.67% 29
2025
Q2 		$1.37M Buy
8,622
+15
+0.2% +$2.45K 0.78% 23
2025
Q1 		$1.47M Hold
8,607
– – 0.92% 22
2024
Q4 		$1.44M Sell
8,607
-30
-0.3% -$5.11K 0.98% 20
2024
Q3 		$1.5M Sell
8,637
-50
-0.6% -$8.49K 1.07% 18
2024
Q2 		$1.43M Sell
8,687
-1,047
-11% -$171K 1.11% 18
2024
Q1 		$1.58M Buy
9,734
+225
+2% +$35.3K 1.22% 18
2023
Q4 		$1.39M Hold
9,509
– – 1.15% 18
2023
Q3 		$1.39M Buy
9,509
+89
+0.9% +$13.6K 1.26% 19
2023
Q2 		$1.43M Buy
9,420
+2
+0% +$301 1.27% 18
2023
Q1 		$1.4M Sell
9,418
-8
-0.1% -$1.14K 1.33% 18
2022
Q4 		$1.43M Sell
9,426
-6
-0.1% -$841 1.21% 20
2022
Q3 		$1.19M Buy
9,432
+11
+0.1% +$1.56K 1.07% 22
2022
Q2 		$1.35M Buy
9,421
+21
+0.2% +$3.16K 1.37% 17
2022
Q1 		$1.44M Sell
9,400
-1,915
-17% -$300K 1.36% 16
2021
Q4 		$1.85M Buy
+11,315
New +$1.68M 1.72% 10

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Smallwood Wealth Investment Management's PG Position: Q2 2026 in Review

Smallwood Wealth Investment Management reduced its Procter & Gamble (PG) stake by 1.1% in Q2 2026, selling an estimated $13.8K and leaving 8,346 shares worth $1.22M. The position accounts for 0.53% of the portfolio, ranked #30.

Smallwood Wealth Investment Management first reported a position in PG in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.85M in Q4 2021. 1,990 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Smallwood Wealth Investment Management held 8,346 shares of Procter & Gamble worth $1.22M as of Q2 2026.
  • Smallwood Wealth Investment Management sold 95 Procter & Gamble shares in Q2 2026, an estimated $13.8K.
  • Procter & Gamble made up 0.53% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #30 holding.
  • Smallwood Wealth Investment Management first reported a position in Procter & Gamble in Q4 2021 and has held it in 19 quarters since.
  • Smallwood Wealth Investment Management's Procter & Gamble position peaked at $1.85M in Q4 2021.
  • 1,990 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.