Turtle Creek Wealth Advisors’s Procter & Gamble PG Stock Holding History

Turtle Creek Wealth Advisors’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	$16.9M	Buy	115,004 +14,598	+15%	+$2.12M	0.89%	30
2026 Q1	$14.5M	Buy	100,406 +22,902	+30%	+$3.47M	1.1%	25
2025 Q4	$11.1M	Sell	77,504 -7,008	-8%	-$1.03M	0.87%	31
2025 Q3	$13M	Buy	84,512 +14,954	+21%	+$2.34M	1.16%	22
2025 Q2	$11.1M	Buy	69,558 +3,489	+5%	+$569K	1.31%	17
2025 Q1	$11.3M	Buy	66,069 +30,974	+88%	+$5.19M	1.68%	11
2024 Q4	$5.88M	Buy	35,095 +1,861	+6%	+$317K	1.36%	22
2024 Q3	$5.76M	Buy	33,234 +1,325	+4%	+$225K	1.15%	28
2024 Q2	$5.26M	Buy	31,909 +5,883	+23%	+$962K	1.22%	23
2024 Q1	$4.22M	Buy	26,026 +22,950	+746%	+$3.6M	1.04%	36
2023 Q4	$451K	Buy	+3,076	New	+$456K	0.13%	94

Other funds holding PG

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Turtle Creek Wealth Advisors's PG Position: Q2 2026 in Review

Turtle Creek Wealth Advisors increased its Procter & Gamble (PG) stake by 15% in Q2 2026, buying an estimated $2.12M and bringing the position to 115,004 shares worth $16.9M. The position accounts for 0.89% of the portfolio, ranked #30.

Turtle Creek Wealth Advisors first reported a position in PG in Q4 2023 and has held it in 11 quarters since. 2,133 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Turtle Creek Wealth Advisors held 115,004 shares of Procter & Gamble worth $16.9M as of Q2 2026.
Turtle Creek Wealth Advisors bought 14,598 Procter & Gamble shares in Q2 2026, an estimated $2.12M.
Procter & Gamble made up 0.89% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #30 holding.
Turtle Creek Wealth Advisors first reported a position in Procter & Gamble in Q4 2023 and has held it in 11 quarters since.
2,133 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.