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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
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 $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

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

Thrive Wealth Management reduced its Procter & Gamble (PG) stake by 0.57% in Q2 2026, selling an estimated $11.1K and leaving 13,282 shares worth $1.95M. The position accounts for 0.25% of the portfolio, ranked #47.

Thrive Wealth Management first reported a position in PG in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.63M in Q4 2022. 761 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Thrive Wealth Management held 13,282 shares of Procter & Gamble worth $1.95M as of Q2 2026.
  • Thrive Wealth Management sold 76 Procter & Gamble shares in Q2 2026, an estimated $11.1K.
  • Procter & Gamble made up 0.25% of Thrive Wealth Management's portfolio in Q2 2026, its #47 holding.
  • Thrive Wealth Management first reported a position in Procter & Gamble in Q4 2021 and has held it in 19 quarters since.
  • Thrive Wealth Management's Procter & Gamble position peaked at $5.63M in Q4 2022.
  • 761 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.