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Barlow Wealth Partners’s Procter & Gamble PG Stock Holding History

Barlow Wealth Partners’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 		$1.1M Sell
7,401
-370
-5% -$53.9K 0.12% 56
2026
Q1 		$1.14M Buy
7,771
+2
+0% +$303 0.13% 55
2025
Q4 		$1.1M Sell
7,769
-394
-5% -$58.1K 0.12% 55
2025
Q3 		$1.24M Sell
8,163
-696
-8% -$109K 0.14% 51
2025
Q2 		$1.43M Sell
8,859
-168
-2% -$27.4K 0.17% 49
2025
Q1 		$1.45M Buy
9,027
+1,005
+13% +$168K 0.19% 49
2024
Q4 		$1.28M Sell
8,022
-966
-11% -$165K 0.16% 53
2024
Q3 		$1.5M Sell
8,988
-139
-2% -$23.6K 0.2% 57
2024
Q2 		$1.53M Buy
9,127
+2
+0% +$327 0.21% 55
2024
Q1 		$1.42M Buy
9,125
+290
+3% +$45.5K 0.19% 62
2023
Q4 		$1.29M Buy
+8,835
New +$1.31M 0.18% 62

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

Barlow Wealth Partners's PG Position: Q2 2026 in Review

Barlow Wealth Partners reduced its Procter & Gamble (PG) stake by 4.8% in Q2 2026, selling an estimated $53.9K and leaving 7,401 shares worth $1.1M. The position accounts for 0.12% of the portfolio, ranked #56.

Barlow Wealth Partners first reported a position in PG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.53M in Q2 2024. 1,982 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Barlow Wealth Partners held 7,401 shares of Procter & Gamble worth $1.1M as of Q2 2026.
  • Barlow Wealth Partners sold 370 Procter & Gamble shares in Q2 2026, an estimated $53.9K.
  • Procter & Gamble made up 0.12% of Barlow Wealth Partners's portfolio in Q2 2026, its #56 holding.
  • Barlow Wealth Partners first reported a position in Procter & Gamble in Q4 2023 and has held it in 11 quarters since.
  • Barlow Wealth Partners's Procter & Gamble position peaked at $1.53M in Q2 2024.
  • 1,982 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Barlow Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.