Wealthcare Capital Partners’s Procter & Gamble PG Stock Holding History

Wealthcare Capital Partners’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	$411K	Buy	2,802 +668	+31%	+$97.2K	0.17%	111
2026 Q1	$308K	Sell	2,134 -855	-29%	-$130K	0.14%	117
2025 Q4	$428K	Buy	2,989 +219	+8%	+$32.3K	0.2%	95
2025 Q3	$426K	Sell	2,770 -1,053	-28%	-$164K	0.2%	96
2025 Q2	$609K	Sell	3,823 -100	-3%	-$16.3K	0.31%	57
2025 Q1	$669K	Sell	3,923 -43	-1%	-$7.2K	0.34%	48
2024 Q4	$665K	Buy	+3,966	New	+$675K	0.35%	44

Other funds holding PG

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Wealthcare Capital Partners's PG Position: Q2 2026 in Review

Wealthcare Capital Partners increased its Procter & Gamble (PG) stake by 31% in Q2 2026, buying an estimated $97.2K and bringing the position to 2,802 shares worth $411K. The position accounts for 0.17% of the portfolio, ranked #111.

Wealthcare Capital Partners first reported a position in PG in Q4 2024 and has held it in 7 quarters since. The position peaked at $669K in Q1 2025. 1,982 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Wealthcare Capital Partners held 2,802 shares of Procter & Gamble worth $411K as of Q2 2026.
Wealthcare Capital Partners bought 668 Procter & Gamble shares in Q2 2026, an estimated $97.2K.
Procter & Gamble made up 0.17% of Wealthcare Capital Partners's portfolio in Q2 2026, its #111 holding.
Wealthcare Capital Partners first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
Wealthcare Capital Partners's Procter & Gamble position peaked at $669K in Q1 2025.
1,982 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Wealthcare Capital Partners's 13F filing for Q2 2026, filed 9 Jul 2026.