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Altus Wealth Group’s Procter & Gamble PG Stock Holding History

Altus Wealth Group’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 		$869K Buy
5,927
+102
+2% +$14.8K 0.31% 61
2026
Q1 		$841K Buy
5,825
+108
+2% +$16.4K 0.34% 61
2025
Q4 		$819K Buy
5,717
+3,244
+131% +$478K 0.33% 60
2025
Q3 		$380K Sell
2,473
-148
-6% -$23.1K 0.16% 97
2025
Q2 		$418K Sell
2,621
-158
-6% -$25.8K 0.18% 89
2025
Q1 		$474K Buy
2,779
+12
+0.4% +$2.01K 0.22% 83
2024
Q4 		$464K Sell
2,767
-835
-23% -$142K 0.21% 94
2024
Q3 		$624K Sell
3,602
-254
-7% -$43.1K 0.27% 78
2024
Q2 		$636K Sell
3,856
-340
-8% -$55.6K 0.32% 67
2024
Q1 		$681K Sell
4,196
-25
-0.6% -$3.92K 0.34% 70
2023
Q4 		$619K Sell
4,221
-189
-4% -$28K 0.34% 72
2023
Q3 		$643K Buy
4,410
+5
+0.1% +$764 0.41% 61
2023
Q2 		$668K Sell
4,405
-69
-2% -$10.4K 0.41% 62
2023
Q1 		$665K Sell
4,474
-65
-1% -$9.29K 0.45% 57
2022
Q4 		$688K Buy
4,539
+252
+6% +$35.3K 0.52% 53
2022
Q3 		$599K Hold
4,287
– – 0.6% 47
2022
Q2 		$599K Sell
4,287
-27
-0.6% -$4.06K 0.6% 47
2022
Q1 		$659K Buy
4,314
+23
+0.5% +$3.6K 0.54% 44
2021
Q4 		$702K Buy
4,291
+4
+0.1% +$594 0.58% 43
2021
Q3 		$599K Buy
4,287
+253
+6% +$35.9K 0.6% 47
2021
Q2 		$544K Buy
4,034
+4
+0.1% +$541 0.53% 45
2021
Q1 		$542K Sell
4,030
-238
-6% -$31.1K 0.54% 47
2020
Q4 		$593K Buy
+4,268
New +$597K 0.57% 36

Other funds holding PG

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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Altus Wealth Group's PG Position: Q2 2026 in Review

Altus Wealth Group increased its Procter & Gamble (PG) stake by 1.8% in Q2 2026, buying an estimated $14.8K and bringing the position to 5,927 shares worth $869K. The position accounts for 0.31% of the portfolio, ranked #61.

Altus Wealth Group first reported a position in PG in Q4 2020 and has held it in 23 quarters since. 1,771 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Altus Wealth Group held 5,927 shares of Procter & Gamble worth $869K as of Q2 2026.
  • Altus Wealth Group bought 102 Procter & Gamble shares in Q2 2026, an estimated $14.8K.
  • Procter & Gamble made up 0.31% of Altus Wealth Group's portfolio in Q2 2026, its #61 holding.
  • Altus Wealth Group first reported a position in Procter & Gamble in Q4 2020 and has held it in 23 quarters since.
  • 1,771 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Altus Wealth Group's 13F filing for Q2 2026, filed 17 Jul 2026.