Wealth Enhancement Advisory Services
PG icon

Wealth Enhancement Advisory Services’s Procter & Gamble PG Stock Holding History

Wealth Enhancement Advisory Services’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
2024
Q1 		– Sell
-2,000
Closed -$8.46K – 2554
2023
Q4 		$8.46K Buy
+2,000
New +$296K ﹤0.01% 2293

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Fisher Asset Management
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Mitsubishi UFJ Asset Management
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Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Wealth Enhancement Advisory Services's PG Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Procter & Gamble (PG) stake by 12% in Q2 2026, buying an estimated $22.7M and bringing the position to 1,411,990 shares worth $192M. The position accounts for 0.32% of the portfolio, ranked #49.

Wealth Enhancement Advisory Services first reported a position in PG in Q4 2014 and has held it in 47 quarters since. The position peaked at $280M in Q4 2024. 2,684 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Wealth Enhancement Advisory Services held 1,411,990 shares of Procter & Gamble worth $192M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 156,286 Procter & Gamble shares in Q2 2026, an estimated $22.7M.
  • Procter & Gamble made up 0.32% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #49 holding.
  • Wealth Enhancement Advisory Services first reported a position in Procter & Gamble in Q4 2014 and has held it in 47 quarters since.
  • Wealth Enhancement Advisory Services's Procter & Gamble position peaked at $280M in Q4 2024.
  • 2,684 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.