AWM
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Altus Wealth Management’s Procter & Gamble PG Stock Holding History

Altus 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
Q2 		$1.03M Sell
6,999
-45
-0.6% -$6.55K 0.4% 14
2026
Q1 		$1.02M Buy
7,044
+915
+15% +$139K 0.45% 11
2025
Q4 		$878K Sell
6,129
-133
-2% -$19.6K 0.38% 15
2025
Q3 		$962K Hold
6,262
– – 0.43% 13
2025
Q2 		$998K Sell
6,262
-51,992
-89% -$8.49M 0.48% 13
2025
Q1 		$9.93M Buy
58,254
+1,221
+2% +$205K 4.65% 7
2024
Q4 		$9.56M Buy
57,033
+4,109
+8% +$700K 4.28% 7
2024
Q3 		$9.17M Sell
52,924
-123
-0.2% -$20.9K 4.3% 7
2024
Q2 		$8.75M Buy
53,047
+1,064
+2% +$174K 4.2% 7
2024
Q1 		$8.43M Sell
51,983
-14
-0% -$2.2K 4.44% 6
2023
Q4 		$7.62M Buy
51,997
+21,418
+70% +$3.17M 4.56% 6
2023
Q3 		$4.46M Buy
30,579
+144
+0.5% +$22K 3.1% 9
2023
Q2 		$4.62M Buy
30,435
+90
+0.3% +$13.6K 3.65% 7
2023
Q1 		$4.51M Buy
30,345
+2,370
+8% +$339K 3.73% 7
2022
Q4 		$4.24M Buy
27,975
+9
+0% +$1.26K 3.74% 7
2022
Q3 		$3.53M Sell
27,966
-41
-0.1% -$5.82K 3.02% 8
2022
Q2 		$4.03M Sell
28,007
-206
-0.7% -$31K 3.13% 8
2022
Q1 		$4.31M Sell
28,213
-491
-2% -$76.8K 2.97% 7
2021
Q4 		$4.7M Buy
28,704
+1,511
+6% +$224K 2.8% 9
2021
Q3 		$3.8M Buy
27,193
+684
+3% +$97K 2.41% 9
2021
Q2 		$3.58M Buy
26,509
+140
+0.5% +$18.9K 2.3% 10
2021
Q1 		$3.57M Sell
26,369
-408
-2% -$53.2K 2.53% 10
2020
Q4 		$3.73M Buy
26,777
+4,807
+22% +$672K 2.89% 10
2020
Q3 		$3.05M Sell
21,970
-604
-3% -$80.2K 2.81% 9
2020
Q2 		$2.7M Sell
22,574
-99
-0.4% -$11.5K 3.01% 8
2020
Q1 		$2.49M Buy
22,673
+4,095
+22% +$491K 3.57% 9
2019
Q4 		$2.32M Buy
+18,578
New +$2.27M 2.27% 12

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

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

Altus Wealth Management reduced its Procter & Gamble (PG) stake by 0.64% in Q2 2026, selling an estimated $6.55K and leaving 6,999 shares worth $1.03M. The position accounts for 0.4% of the portfolio, ranked #14.

Altus Wealth Management first reported a position in PG in Q4 2019 and has held it in 27 quarters since. The position peaked at $9.93M in Q1 2025. 1,982 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Altus Wealth Management held 6,999 shares of Procter & Gamble worth $1.03M as of Q2 2026.
  • Altus Wealth Management sold 45 Procter & Gamble shares in Q2 2026, an estimated $6.55K.
  • Procter & Gamble made up 0.4% of Altus Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Altus Wealth Management first reported a position in Procter & Gamble in Q4 2019 and has held it in 27 quarters since.
  • Altus Wealth Management's Procter & Gamble position peaked at $9.93M in Q1 2025.
  • 1,982 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Altus Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.