WWM
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Wiser Wealth Management’s Procter & Gamble PG Stock Holding History

Wiser Wealth 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 		$402K Sell
2,741
-174
-6% -$25.3K 0.08% 49
2026
Q1 		$421K Buy
2,915
+196
+7% +$29.7K 0.09% 45
2025
Q4 		$390K Buy
2,719
+312
+13% +$46K 0.09% 43
2025
Q3 		$370K Sell
2,407
-97
-4% -$15.2K 0.08% 42
2025
Q2 		$399K Sell
2,504
-161
-6% -$26.3K 0.1% 39
2025
Q1 		$454K Sell
2,665
-10
-0.4% -$1.68K 0.13% 31
2024
Q4 		$448K Sell
2,675
-372
-12% -$63.4K 0.13% 33
2024
Q3 		$528K Buy
3,047
+613
+25% +$104K 0.15% 30
2024
Q2 		$401K Buy
2,434
+547
+29% +$89.4K 0.12% 29
2024
Q1 		$306K Buy
1,887
+68
+4% +$10.7K 0.1% 24
2023
Q4 		$270K Buy
+1,819
New +$269K 0.1% 28

Other funds holding PG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Wiser Wealth Management's PG Position: Q2 2026 in Review

Wiser Wealth Management reduced its Procter & Gamble (PG) stake by 6% in Q2 2026, selling an estimated $25.3K and leaving 2,741 shares worth $402K. The position accounts for 0.08% of the portfolio, ranked #49.

Wiser Wealth Management first reported a position in PG in Q4 2023 and has held it in 11 quarters since. The position peaked at $528K in Q3 2024. 978 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Wiser Wealth Management held 2,741 shares of Procter & Gamble worth $402K as of Q2 2026.
  • Wiser Wealth Management sold 174 Procter & Gamble shares in Q2 2026, an estimated $25.3K.
  • Procter & Gamble made up 0.08% of Wiser Wealth Management's portfolio in Q2 2026, its #49 holding.
  • Wiser Wealth Management first reported a position in Procter & Gamble in Q4 2023 and has held it in 11 quarters since.
  • Wiser Wealth Management's Procter & Gamble position peaked at $528K in Q3 2024.
  • 978 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Wiser Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.