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Alteri Wealth’s Procter & Gamble PG Stock Holding History

Alteri Wealth’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 		$1.24M Buy
8,471
+677
+9% +$98.5K 0.34% 67
2026
Q1 		$1.13M Sell
7,794
-2,268
-23% -$344K 0.36% 61
2025
Q4 		$1.44M Buy
10,062
+196
+2% +$28.9K 0.47% 39
2025
Q3 		$1.52M Sell
9,866
-139
-1% -$21.7K 0.52% 34
2025
Q2 		$1.59M Sell
10,005
-835
-8% -$136K 0.62% 30
2025
Q1 		$1.85M Buy
10,840
+191
+2% +$32K 0.81% 21
2024
Q4 		$1.79M Buy
+10,649
New +$1.81M 0.49% 24

Other funds holding PG

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Alteri Wealth's PG Position: Q2 2026 in Review

Alteri Wealth increased its Procter & Gamble (PG) stake by 8.7% in Q2 2026, buying an estimated $98.5K and bringing the position to 8,471 shares worth $1.24M. The position accounts for 0.34% of the portfolio, ranked #67.

Alteri Wealth first reported a position in PG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.85M in Q1 2025. 1,982 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Alteri Wealth held 8,471 shares of Procter & Gamble worth $1.24M as of Q2 2026.
  • Alteri Wealth bought 677 Procter & Gamble shares in Q2 2026, an estimated $98.5K.
  • Procter & Gamble made up 0.34% of Alteri Wealth's portfolio in Q2 2026, its #67 holding.
  • Alteri Wealth first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
  • Alteri Wealth's Procter & Gamble position peaked at $1.85M in Q1 2025.
  • 1,982 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.