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Yoder Wealth Management’s Procter & Gamble PG Stock Holding History

Yoder 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
Q3 		$282K Buy
1,938
+15
+0.8% +$2.2K 0.11% 113
2026
Q2 		$282K Buy
1,923
+27
+1% +$3.93K 0.11% 106
2026
Q1 		$274K Buy
1,896
+104
+6% +$15.8K 0.12% 104
2025
Q4 		$257K Buy
1,792
+9
+0.5% +$1.33K 0.12% 103
2025
Q3 		$274K Buy
1,783
+84
+5% +$13.1K 0.13% 93
2025
Q2 		$271K Buy
1,699
+144
+9% +$23.5K 0.14% 92
2025
Q1 		$265K Sell
1,555
-458
-23% -$76.7K 0.15% 89
2024
Q4 		$337K Buy
2,013
+57
+3% +$9.7K 0.19% 75
2024
Q3 		$339K Sell
1,956
-56
-3% -$9.5K 0.2% 71
2024
Q2 		$332K Sell
2,012
-54
-3% -$8.83K 0.21% 71
2024
Q1 		$335K Sell
2,066
-143
-6% -$22.4K 0.22% 71
2023
Q4 		$324K Sell
2,209
-8
-0.4% -$1.18K 0.23% 63
2023
Q3 		$323K Buy
2,217
+60
+3% +$9.16K 0.27% 58
2023
Q2 		$327K Sell
2,157
-50
-2% -$7.54K 0.26% 58
2023
Q1 		$328K Buy
+2,207
New +$315K 0.27% 56

Other funds holding PG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Yoder Wealth Management's PG Position: Q3 2026 in Review

Yoder Wealth Management increased its Procter & Gamble (PG) stake by 0.78% in Q3 2026, buying an estimated $2.2K and bringing the position to 1,938 shares worth $282K. The position accounts for 0.11% of the portfolio, ranked #113.

Yoder Wealth Management first reported a position in PG in Q1 2023 and has held it in 15 quarters since. The position peaked at $339K in Q3 2024. 838 funds tracked by Wall St. Rank hold PG as of Q3 2026.

  • Yoder Wealth Management held 1,938 shares of Procter & Gamble worth $282K as of Q3 2026.
  • Yoder Wealth Management bought 15 Procter & Gamble shares in Q3 2026, an estimated $2.2K.
  • Procter & Gamble made up 0.11% of Yoder Wealth Management's portfolio in Q3 2026, its #113 holding.
  • Yoder Wealth Management first reported a position in Procter & Gamble in Q1 2023 and has held it in 15 quarters since.
  • Yoder Wealth Management's Procter & Gamble position peaked at $339K in Q3 2024.
  • 838 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on Yoder Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.