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True Wealth Design’s Procter & Gamble PG Stock Holding History

True Wealth Design’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 		$260K Sell
1,772
-58
-3% -$8.44K 0.06% 81
2026
Q1 		$264K Buy
1,830
+1,095
+149% +$166K 0.07% 67
2025
Q4 		$105K Sell
735
-837
-53% -$123K 0.03% 180
2025
Q3 		$241K Buy
1,572
+455
+41% +$71.1K 0.07% 56
2025
Q2 		$178K Buy
1,117
+47
+4% +$7.67K 0.06% 59
2025
Q1 		$182K Buy
1,070
+82
+8% +$13.7K 0.07% 40
2024
Q4 		$166K Buy
988
+30
+3% +$5.11K 0.06% 34
2024
Q3 		$166K Buy
958
+14
+1% +$2.38K 0.06% 34
2024
Q2 		$156K Buy
944
+8
+0.9% +$1.31K 0.04% 122
2024
Q1 		$152K Buy
936
+172
+23% +$27K 0.04% 124
2023
Q4 		$112K Hold
764
– – 0.03% 131
2023
Q3 		$111K Sell
764
-78
-9% -$11.9K 0.04% 126
2023
Q2 		$128K Hold
842
– – 0.05% 122
2023
Q1 		$125K Buy
842
+78
+10% +$11.2K 0.05% 128
2022
Q4 		$116K Buy
+764
New +$107K 0.05% 121

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

True Wealth Design's PG Position: Q2 2026 in Review

True Wealth Design reduced its Procter & Gamble (PG) stake by 3.2% in Q2 2026, selling an estimated $8.44K and leaving 1,772 shares worth $260K. The position accounts for 0.06% of the portfolio, ranked #81.

True Wealth Design first reported a position in PG in Q4 2022 and has held it in 15 quarters since. The position peaked at $264K in Q1 2026. 761 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • True Wealth Design held 1,772 shares of Procter & Gamble worth $260K as of Q2 2026.
  • True Wealth Design sold 58 Procter & Gamble shares in Q2 2026, an estimated $8.44K.
  • Procter & Gamble made up 0.06% of True Wealth Design's portfolio in Q2 2026, its #81 holding.
  • True Wealth Design first reported a position in Procter & Gamble in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Procter & Gamble position peaked at $264K in Q1 2026.
  • 761 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.