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

Wealth Enhancement Trust 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
2026
Q2 		$3.52M Buy
24,006
+74
+0.3% +$10.8K 0.39% 64
2026
Q1 		$3.46M Sell
23,932
-260
-1% -$39.4K 0.42% 55
2025
Q4 		$3.47M Buy
+24,192
New +$3.57M 0.44% 50

Other funds holding PG

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

Wealth Enhancement Trust Services increased its Procter & Gamble (PG) stake by 0.31% in Q2 2026, buying an estimated $10.8K and bringing the position to 24,006 shares worth $3.52M. The position accounts for 0.39% of the portfolio, ranked #64.

Wealth Enhancement Trust Services first reported a position in PG in Q4 2025 and has held it in 3 quarters since. 3,264 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Wealth Enhancement Trust Services held 24,006 shares of Procter & Gamble worth $3.52M as of Q2 2026.
  • Wealth Enhancement Trust Services bought 74 Procter & Gamble shares in Q2 2026, an estimated $10.8K.
  • Procter & Gamble made up 0.39% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #64 holding.
  • Wealth Enhancement Trust Services first reported a position in Procter & Gamble in Q4 2025 and has held it in 3 quarters since.
  • 3,264 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

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