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Taylor & Morgan Wealth Management’s Procter & Gamble PG Stock Holding History

Taylor & Morgan 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 		$234K Buy
1,594
+8
+0.5% +$1.16K 0.12% 78
2026
Q1 		$229K Buy
+1,586
New +$240K 0.13% 71

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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Taylor & Morgan Wealth Management's PG Position: Q2 2026 in Review

Taylor & Morgan Wealth Management increased its Procter & Gamble (PG) stake by 0.5% in Q2 2026, buying an estimated $1.16K and bringing the position to 1,594 shares worth $234K. The position accounts for 0.12% of the portfolio, ranked #78.

Taylor & Morgan Wealth Management first reported a position in PG in Q1 2026 and has held it in 2 quarters since. 1,884 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Taylor & Morgan Wealth Management held 1,594 shares of Procter & Gamble worth $234K as of Q2 2026.
  • Taylor & Morgan Wealth Management bought 8 Procter & Gamble shares in Q2 2026, an estimated $1.16K.
  • Procter & Gamble made up 0.12% of Taylor & Morgan Wealth Management's portfolio in Q2 2026, its #78 holding.
  • Taylor & Morgan Wealth Management first reported a position in Procter & Gamble in Q1 2026 and has held it in 2 quarters since.
  • 1,884 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Taylor & Morgan Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.