AlTi Global’s Procter & Gamble PG Stock Holding History

AlTi Global’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	$5.49M	Sell	37,438 -14	-0%	-$2.04K	0.11%	102
2026 Q1	$5.41M	Buy	37,452 +603	+2%	+$91.4K	0.12%	90
2025 Q4	$5.28M	Sell	36,849 -547	-1%	-$80.7K	0.11%	95
2025 Q3	$5.75M	Buy	37,396 +832	+2%	+$130K	0.13%	97
2025 Q2	$5.81M	Buy	36,564 +1,107	+3%	+$181K	0.15%	85
2025 Q1	$6.04M	Sell	35,457 -3,087	-8%	-$517K	0.16%	73
2024 Q4	$6.39M	Buy	38,544 +1,517	+4%	+$258K	0.15%	79
2024 Q3	$6.41M	Sell	37,027 -4,201	-10%	-$713K	0.15%	83
2024 Q2	$6.8M	Buy	41,228 +408	+1%	+$66.7K	0.18%	60
2024 Q1	$6.62M	Buy	40,820 +24,965	+157%	+$3.92M	0.18%	74
2023 Q4	$2.32M	Buy	+15,855	New	+$2.35M	0.07%	120

Other funds holding PG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

AlTi Global's PG Position: Q2 2026 in Review

AlTi Global reduced its Procter & Gamble (PG) stake by 0.04% in Q2 2026, selling an estimated $2.04K and leaving 37,438 shares worth $5.49M. The position accounts for 0.11% of the portfolio, ranked #102.

AlTi Global first reported a position in PG in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.8M in Q2 2024. 2,684 funds tracked by Wall St. Rank hold PG as of Q2 2026.

AlTi Global held 37,438 shares of Procter & Gamble worth $5.49M as of Q2 2026.
AlTi Global sold 14 Procter & Gamble shares in Q2 2026, an estimated $2.04K.
Procter & Gamble made up 0.11% of AlTi Global's portfolio in Q2 2026, its #102 holding.
AlTi Global first reported a position in Procter & Gamble in Q4 2023 and has held it in 11 quarters since.
AlTi Global's Procter & Gamble position peaked at $6.8M in Q2 2024.
2,684 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.