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Wellspring Financial Advisors’s Procter & Gamble PG Stock Holding History

Wellspring Financial Advisors’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 		$638K Sell
4,346
-829
-16% -$121K 0.04% 144
2026
Q1 		$747K Sell
5,175
-769
-13% -$117K 0.06% 121
2025
Q4 		$852K Buy
5,944
+1,845
+45% +$272K 0.07% 97
2025
Q3 		$630K Buy
4,099
+41
+1% +$6.4K 0.06% 80
2025
Q2 		$647K Buy
4,058
+99
+3% +$16.2K 0.06% 72
2025
Q1 		$675K Sell
3,959
-2
-0.1% -$335 0.08% 67
2024
Q4 		$664K Sell
3,961
-618
-13% -$105K 0.07% 67
2024
Q3 		$793K Buy
4,579
+432
+10% +$73.3K 0.09% 66
2024
Q2 		$684K Buy
4,147
+133
+3% +$21.7K 0.09% 68
2024
Q1 		$651K Buy
4,014
+175
+5% +$27.4K 0.1% 62
2023
Q4 		$563K Buy
3,839
+194
+5% +$28.7K 0.14% 67
2023
Q3 		$532K Buy
3,645
+5
+0.1% +$764 0.16% 61
2023
Q2 		$552K Buy
3,640
+2
+0.1% +$301 0.16% 58
2023
Q1 		$541K Sell
3,638
-679
-16% -$97.1K 0.16% 62
2022
Q4 		$654K Buy
4,317
+607
+16% +$85.1K 0.22% 58
2022
Q3 		$468K Sell
3,710
-32
-0.9% -$4.55K 0.17% 54
2022
Q2 		$538K Buy
3,742
+13
+0.3% +$1.95K 0.19% 51
2022
Q1 		$570K Buy
3,729
+108
+3% +$16.9K 0.17% 50
2021
Q4 		$592K Buy
3,621
+79
+2% +$11.7K 0.17% 53
2021
Q3 		$495K Buy
3,542
+1
+0% +$142 0.15% 55
2021
Q2 		$478K Sell
3,541
-152
-4% -$20.6K 0.15% 56
2021
Q1 		$406K Sell
3,693
-4
-0.1% -$522 0.2% 49
2020
Q4 		$514K Buy
3,697
+1
+0% +$140 0.18% 54
2020
Q3 		$514K Buy
3,696
+2
+0.1% +$266 0.2% 48
2020
Q2 		$442K Buy
3,694
+1
+0% +$117 0.18% 51
2020
Q1 		$406K Buy
+3,693
New +$443K 0.2% 49

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

Wellspring Financial Advisors's PG Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its Procter & Gamble (PG) stake by 16% in Q2 2026, selling an estimated $121K and leaving 4,346 shares worth $638K. The position accounts for 0.04% of the portfolio, ranked #144.

Wellspring Financial Advisors first reported a position in PG in Q1 2020 and has held it in 26 quarters since. The position peaked at $852K in Q4 2025. 1,410 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Wellspring Financial Advisors held 4,346 shares of Procter & Gamble worth $638K as of Q2 2026.
  • Wellspring Financial Advisors sold 829 Procter & Gamble shares in Q2 2026, an estimated $121K.
  • Procter & Gamble made up 0.04% of Wellspring Financial Advisors's portfolio in Q2 2026, its #144 holding.
  • Wellspring Financial Advisors first reported a position in Procter & Gamble in Q1 2020 and has held it in 26 quarters since.
  • Wellspring Financial Advisors's Procter & Gamble position peaked at $852K in Q4 2025.
  • 1,410 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.