SEC 13F Intelligence

Strategic Wealth Investment Group, LLC / PG

Strategic Wealth Investment Group, LLC’s Procter & Gamble Co Position

Does Strategic Wealth Investment Group, LLC own Procter & Gamble Co (PG)? Yes71.6K shares worth $10M (+1.31% of its 13F portfolio) as of Q1 2026, up from 71.0K shares the prior filed quarter.

Position Value
$10M
Q1 2026
Shares
71.6K
% of Portfolio
+1.31%
Quarters Held
25
currently held

Position History PG

Reported value by quarter
Q4 ’19: $761,000Q4 ’19Q1 ’20: $1MQ2 ’20: $1MQ3 ’20: $1MQ4 ’20: $2MQ4 ’20Q1 ’21: $2MQ2 ’21: $3MQ3 ’21: $4MQ4 ’21: $5MQ4 ’21Q1 ’22: $5MQ2 ’22: $5MQ3 ’22: $4MQ4 ’22: $6MQ4 ’22Q1 ’23: $7MQ2 ’23: $8MQ3 ’23: $9MQ4 ’23: $11MQ4 ’23Q2 ’24: $16MQ3 ’24: $17MQ4 ’24: $18MQ1 ’25: $1MQ1 ’25Q2 ’25: $1MQ3 ’25: $16MQ4 ’25: $10MQ1 ’26: $10MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202671.6K$10M+1.31%
Q4 202571.0K$10M+1.25%
Q3 2025106.6K$16M+1.38%
Q2 20259.1K$1M+2.10%
Q1 20258.6K$1M+2.55%
Q4 2024303.4K$18M+0.67%
Q3 2024100.8K$17M+1.87%
Q2 202497.8K$16M+2.01%
Q4 202372.8K$11M+1.60%
Q3 202362.1K$9M+1.64%
Q2 202354.4K$8M+1.31%
Q1 202348.2K$7M+1.33%
Q4 202241.0K$6M+1.39%
Q3 202232.4K$4M+1.18%
Q2 202231.5K$5M+1.13%
Q1 202233.9K$5M+1.24%
Q4 202128.9K$5M+1.23%
Q3 202125.1K$4M+1.05%
Q2 202121.1K$3M+1.01%
Q1 202114.6K$2M+0.95%
Q4 202011.5K$2M+0.94%
Q3 202010.4K$1M+1.09%
Q2 20208.8K$1M+1.03%
Q1 202010.8K$1M+1.94%
Q4 20196.1K$761,000+0.79%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Strategic Wealth Investment Group, LLC’s full portfolio or all institutional holders of PG.