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

WMG 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 		$351K Sell
2,391
-295
-11% -$42.9K 0.13% 72
2026
Q1 		$388K Sell
2,686
-185
-6% -$28K 0.16% 59
2025
Q4 		$411K Sell
2,871
-151
-5% -$22.3K 0.17% 69
2025
Q3 		$464K Buy
3,022
+85
+3% +$13.3K 0.15% 97
2025
Q2 		$468K Sell
2,937
-107
-4% -$17.5K 0.17% 86
2025
Q1 		$519K Buy
3,044
+214
+8% +$35.8K 0.22% 71
2024
Q4 		$474K Buy
2,830
+48
+2% +$8.18K 0.2% 76
2024
Q3 		$482K Hold
2,782
– – 0.22% 69
2024
Q2 		$459K Buy
2,782
+567
+26% +$92.7K 0.24% 65
2024
Q1 		$359K Buy
2,215
+324
+17% +$50.8K 0.21% 81
2023
Q4 		$277K Sell
1,891
-412
-18% -$61K 0.18% 86
2023
Q3 		$336K Buy
2,303
+173
+8% +$26.4K 0.29% 64
2023
Q2 		$323K Sell
2,130
-203
-9% -$30.6K 0.24% 75
2023
Q1 		$360K Sell
2,333
-196
-8% -$28K 0.3% 63
2022
Q4 		$383K Sell
2,529
-4
-0.2% -$561 0.33% 71
2022
Q3 		$320K Sell
2,533
-240
-9% -$34.1K 0.29% 75
2022
Q2 		$397K Sell
2,773
-192
-6% -$28.9K 0.34% 71
2022
Q1 		$454K Buy
+2,965
New +$464K 0.33% 76

Other funds holding PG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

WMG Financial Advisors reduced its Procter & Gamble (PG) stake by 11% in Q2 2026, selling an estimated $42.9K and leaving 2,391 shares worth $351K. The position accounts for 0.13% of the portfolio, ranked #72.

WMG Financial Advisors first reported a position in PG in Q1 2022 and has held it in 18 quarters since. The position peaked at $519K in Q1 2025. 1,771 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • WMG Financial Advisors held 2,391 shares of Procter & Gamble worth $351K as of Q2 2026.
  • WMG Financial Advisors sold 295 Procter & Gamble shares in Q2 2026, an estimated $42.9K.
  • Procter & Gamble made up 0.13% of WMG Financial Advisors's portfolio in Q2 2026, its #72 holding.
  • WMG Financial Advisors first reported a position in Procter & Gamble in Q1 2022 and has held it in 18 quarters since.
  • WMG Financial Advisors's Procter & Gamble position peaked at $519K in Q1 2025.
  • 1,771 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on WMG Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.