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Spire Wealth Management’s Procter & Gamble PG Stock Holding History

Spire 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 		$2.5M Sell
17,026
-2,942
-15% -$428K 0.08% 234
2026
Q1 		$2.88M Buy
19,968
+88
+0.4% +$13.3K 0.1% 194
2025
Q4 		$2.85M Sell
19,880
-740
-4% -$109K 0.1% 190
2025
Q3 		$3.17M Sell
20,620
-24,356
-54% -$3.8M 0.11% 165
2025
Q2 		$7.06M Sell
44,976
-25,710
-36% -$4.2M 0.25% 82
2025
Q1 		$12M Buy
70,686
+3,529
+5% +$591K 0.39% 51
2024
Q4 		$11.3M Buy
+67,157
New +$11.4M 0.35% 63
2024
Q3 		– Sell
-65
Closed -$11 – 2245
2024
Q2 		$11 Hold
65
– – ﹤0.01% 2201
2024
Q1 		$10.5M Buy
65
+3
+5% +$471 0.19% 96
2023
Q4 		$9.09K Buy
+62
New +$9.18K ﹤0.01% 1786
2022
Q2 		– Sell
-89,739
Closed -$13.7M – 2796
2022
Q1 		$13.7M Sell
89,739
-14,157
-14% -$2.21M 0.37% 72
2021
Q4 		$17M Buy
103,896
+13,049
+14% +$1.94M 0.38% 68
2021
Q3 		$12.7M Buy
90,847
+4,197
+5% +$595K 0.34% 83
2021
Q2 		$11.7M Sell
86,650
-10,468
-11% -$1.42M 0.32% 87
2021
Q1 		$12.9M Buy
+97,118
New +$12.7M 0.34% 78

Other funds holding PG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
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
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Spire Wealth Management's PG Position: Q2 2026 in Review

Spire Wealth Management reduced its Procter & Gamble (PG) stake by 15% in Q2 2026, selling an estimated $428K and leaving 17,026 shares worth $2.5M. The position accounts for 0.08% of the portfolio, ranked #234.

Spire Wealth Management first reported a position in PG in Q1 2021 and has held it in 15 quarters since. The position peaked at $17M in Q4 2021. 1,354 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Spire Wealth Management held 17,026 shares of Procter & Gamble worth $2.5M as of Q2 2026.
  • Spire Wealth Management sold 2,942 Procter & Gamble shares in Q2 2026, an estimated $428K.
  • Procter & Gamble made up 0.08% of Spire Wealth Management's portfolio in Q2 2026, its #234 holding.
  • Spire Wealth Management first reported a position in Procter & Gamble in Q1 2021 and has held it in 15 quarters since.
  • Spire Wealth Management's Procter & Gamble position peaked at $17M in Q4 2021.
  • 1,354 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.