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WealthPlan Investment Management’s Procter & Gamble PG Stock Holding History

WealthPlan Investment Management’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 		$4.12M Sell
28,084
-3,623
-11% -$527K 0.2% 102
2026
Q1 		$4.58M Buy
31,707
+10,257
+48% +$1.55M 0.26% 91
2025
Q4 		$3.07M Buy
21,450
+12,532
+141% +$1.85M 0.2% 108
2025
Q3 		$1.37M Sell
8,918
-925
-9% -$144K 0.09% 160
2025
Q2 		$1.57M Buy
9,843
+7,857
+396% +$1.28M 0.11% 142
2025
Q1 		$339K Buy
1,986
+3
+0.2% +$502 0.03% 212
2024
Q4 		$332K Buy
1,983
+272
+16% +$46.3K 0.03% 207
2024
Q3 		$296K Buy
+1,711
New +$290K 0.03% 209
2023
Q3 		– Sell
-561
Closed -$85.1K – 294
2023
Q2 		$85.1K Sell
561
-603
-52% -$90.9K 0.03% 164
2023
Q1 		$173K Sell
1,164
-5,334
-82% -$762K 0.03% 166
2022
Q4 		$910K Buy
6,498
+606
+10% +$85K 0.06% 183
2022
Q3 		$885K Buy
+5,892
New +$837K 0.06% 175
2022
Q1 		$1.22M Buy
+7,575
New +$1.19M 0.08% 154

Other funds holding PG

Assenagon Asset Management
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

WealthPlan Investment Management's PG Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Procter & Gamble (PG) stake by 11% in Q2 2026, selling an estimated $527K and leaving 28,084 shares worth $4.12M. The position accounts for 0.2% of the portfolio, ranked #102.

WealthPlan Investment Management first reported a position in PG in Q1 2022 and has held it in 13 quarters since. The position peaked at $4.58M in Q1 2026. 1,636 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • WealthPlan Investment Management held 28,084 shares of Procter & Gamble worth $4.12M as of Q2 2026.
  • WealthPlan Investment Management sold 3,623 Procter & Gamble shares in Q2 2026, an estimated $527K.
  • Procter & Gamble made up 0.2% of WealthPlan Investment Management's portfolio in Q2 2026, its #102 holding.
  • WealthPlan Investment Management first reported a position in Procter & Gamble in Q1 2022 and has held it in 13 quarters since.
  • WealthPlan Investment Management's Procter & Gamble position peaked at $4.58M in Q1 2026.
  • 1,636 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.