Wealth Group’s Procter & Gamble PG Stock Holding History

Wealth Group’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	$4.04M	Buy	27,549 +15,508	+129%	+$2.26M	1.01%	27
2026 Q1	$1.74M	Buy	12,041 +3,235	+37%	+$490K	1.62%	16
2025 Q4	$1.26M	Buy	+8,806	New	+$1.3M	1.23%	21
2025 Q2	$1.49M	Sell	9,349 -3,169	-25%	-$517K	1.48%	18
2025 Q1	$2.13M	Sell	12,518 -67	-0.5%	-$11.2K	1.38%	16
2024 Q4	$2.11M	Sell	12,585 -66	-0.5%	-$11.2K	1.36%	16
2024 Q3	$2.19M	Sell	12,651 -201	-2%	-$34.1K	1.47%	15
2024 Q2	$2.12M	Sell	12,852 -208	-2%	-$34K	1.52%	14
2024 Q1	$2.12M	Buy	+13,060	New	+$2.05M	1.6%	14

Other funds holding PG

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Group's PG Position: Q2 2026 in Review

Wealth Group increased its Procter & Gamble (PG) stake by 129% in Q2 2026, buying an estimated $2.26M and bringing the position to 27,549 shares worth $4.04M. The position accounts for 1.01% of the portfolio, ranked #27.

Wealth Group first reported a position in PG in Q1 2024 and has held it in 9 quarters since. 1,371 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Wealth Group held 27,549 shares of Procter & Gamble worth $4.04M as of Q2 2026.
Wealth Group bought 15,508 Procter & Gamble shares in Q2 2026, an estimated $2.26M.
Procter & Gamble made up 1.01% of Wealth Group's portfolio in Q2 2026, its #27 holding.
Wealth Group first reported a position in Procter & Gamble in Q1 2024 and has held it in 9 quarters since.
1,371 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.