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

Thrive 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
Q3 		$1.94M Buy
13,368
+86
+0.6% +$12.6K 0.24% 48
2026
Q2 		$1.95M Sell
13,282
-76
-0.6% -$11.1K 0.25% 47
2026
Q1 		$1.93M Sell
13,358
-589
-4% -$89.3K 0.29% 44
2025
Q4 		$2M Sell
13,947
-2,192
-14% -$323K 0.29% 39
2025
Q3 		$2.48M Sell
16,139
-333
-2% -$52K 0.37% 34
2025
Q2 		$2.62M Sell
16,472
-201
-1% -$32.8K 0.42% 32
2025
Q1 		$2.84M Sell
16,673
-327
-2% -$54.8K 0.54% 27
2024
Q4 		$2.85M Buy
17,000
+1,929
+13% +$329K 0.51% 26
2024
Q3 		$2.61M Sell
15,071
-514
-3% -$87.3K 0.48% 26
2024
Q2 		$2.57M Sell
15,585
-741
-5% -$121K 0.5% 25
2024
Q1 		$2.65M Buy
16,326
+645
+4% +$101K 0.55% 27
2023
Q4 		$2.3M Sell
15,681
-927
-6% -$137K 0.51% 25
2023
Q3 		$2.42M Sell
16,608
-475
-3% -$72.6K 0.64% 19
2023
Q2 		$2.59M Buy
17,083
+639
+4% +$96.3K 0.67% 17
2023
Q1 		$2.45M Sell
16,444
-20,731
-56% -$2.96M 0.63% 20
2022
Q4 		$5.63M Buy
37,175
+23,779
+178% +$3.33M 1.61% 12
2022
Q3 		$1.69M Buy
13,396
+2,535
+23% +$360K 0.59% 24
2022
Q2 		$1.56M Buy
10,861
+786
+8% +$118K 0.54% 27
2022
Q1 		$1.54M Sell
10,075
-149
-1% -$23.3K 0.46% 30
2021
Q4 		$1.67M Buy
+10,224
New +$1.52M 0.57% 23

Other funds holding PG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Thrive Wealth Management's PG Position: Q3 2026 in Review

Thrive Wealth Management increased its Procter & Gamble (PG) stake by 0.65% in Q3 2026, buying an estimated $12.6K and bringing the position to 13,368 shares worth $1.94M. The position accounts for 0.24% of the portfolio, ranked #48.

Thrive Wealth Management first reported a position in PG in Q4 2021 and has held it in 20 quarters since. The position peaked at $5.63M in Q4 2022. 1,213 funds tracked by Wall St. Rank hold PG as of Q3 2026.

  • Thrive Wealth Management held 13,368 shares of Procter & Gamble worth $1.94M as of Q3 2026.
  • Thrive Wealth Management bought 86 Procter & Gamble shares in Q3 2026, an estimated $12.6K.
  • Procter & Gamble made up 0.24% of Thrive Wealth Management's portfolio in Q3 2026, its #48 holding.
  • Thrive Wealth Management first reported a position in Procter & Gamble in Q4 2021 and has held it in 20 quarters since.
  • Thrive Wealth Management's Procter & Gamble position peaked at $5.63M in Q4 2022.
  • 1,213 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on Thrive Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.