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Wolff Financial Management’s Procter & Gamble PG Stock Holding History

Wolff Financial 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 		$1.49M Buy
10,146
+4
+0% +$582 0.3% 32
2026
Q1 		$1.46M Buy
10,142
+4
+0% +$606 0.32% 33
2025
Q4 		$1.45M Buy
10,138
+3
+0% +$442 0.33% 33
2025
Q3 		$1.56M Sell
10,135
-3
-0% -$469 0.36% 29
2025
Q2 		$1.61M Buy
10,138
+10
+0.1% +$1.63K 0.42% 26
2025
Q1 		$1.73M Buy
10,128
+3
+0% +$502 0.48% 24
2024
Q4 		$1.7M Buy
10,125
+3
+0% +$511 0.47% 25
2024
Q3 		$1.75M Buy
+10,122
New +$1.72M 0.48% 25
2024
Q2 		– Sell
-10,116
Closed -$1.64M – 74
2024
Q1 		$1.64M Buy
10,116
+3
+0% +$471 0.48% 25
2023
Q4 		$1.48M Buy
10,113
+3
+0% +$444 0.46% 30
2023
Q3 		$1.48M Buy
+10,110
New +$1.54M 0.5% 27
2023
Q2 		– Sell
-10,104
Closed -$1.5M – 78
2023
Q1 		$1.5M Sell
10,104
-5
-0% -$715 0.52% 31
2022
Q4 		$1.53M Buy
10,109
+4
+0% +$561 0.57% 31
2022
Q3 		$1.27M Buy
10,105
+2
+0% +$284 0.58% 32
2022
Q2 		$1.45M Buy
10,103
+4
+0% +$601 0.65% 32
2022
Q1 		$1.54M Sell
10,099
-3
-0% -$469 0.61% 34
2021
Q4 		$1.65M Buy
+10,102
New +$1.5M 0.63% 34
2021
Q1 		$1.37M Sell
10,094
-550
-5% -$71.8K 0.63% 30
2020
Q4 		$1.48M Buy
10,644
+3
+0% +$419 0.78% 24
2020
Q3 		$1.48M Buy
10,641
+543
+5% +$72.1K 0.88% 23
2020
Q2 		$1.21M Buy
10,098
+1,961
+24% +$229K 0.77% 28
2020
Q1 		$895K Sell
8,137
-98
-1% -$11.8K 0.68% 30
2019
Q4 		$1.03M Buy
8,235
+105
+1% +$12.8K 0.68% 29
2019
Q3 		$1.01M Buy
8,130
+3
+0% +$354 0.74% 29
2019
Q2 		$891K Buy
8,127
+3
+0% +$320 0.69% 32
2019
Q1 		$845K Buy
8,124
+3
+0% +$292 0.7% 30
2018
Q4 		$747K Buy
+8,121
New +$726K 0.73% 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

Wolff Financial Management's PG Position: Q2 2026 in Review

Wolff Financial Management increased its Procter & Gamble (PG) stake by 0.04% in Q2 2026, buying an estimated $582 and bringing the position to 10,146 shares worth $1.49M. The position accounts for 0.3% of the portfolio, ranked #32.

Wolff Financial Management first reported a position in PG in Q4 2018 and has held it in 27 quarters since. The position peaked at $1.75M in Q3 2024. 979 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Wolff Financial Management held 10,146 shares of Procter & Gamble worth $1.49M as of Q2 2026.
  • Wolff Financial Management bought 4 Procter & Gamble shares in Q2 2026, an estimated $582.
  • Procter & Gamble made up 0.3% of Wolff Financial Management's portfolio in Q2 2026, its #32 holding.
  • Wolff Financial Management first reported a position in Procter & Gamble in Q4 2018 and has held it in 27 quarters since.
  • Wolff Financial Management's Procter & Gamble position peaked at $1.75M in Q3 2024.
  • 979 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Wolff Financial Management's 13F filing for Q2 2026, filed 16 Jul 2026.