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Castleview Partners’s Procter & Gamble PG Stock Holding History

Castleview 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 		$1.06M Buy
7,207
+987
+16% +$144K 0.46% 48
2026
Q1 		$898K Buy
6,220
+523
+9% +$79.3K 0.46% 49
2025
Q4 		$816K Buy
5,697
+501
+10% +$73.9K 0.4% 53
2025
Q3 		$798K Buy
5,196
+143
+3% +$22.3K 0.43% 46
2025
Q2 		$805K Sell
5,053
-267
-5% -$43.6K 0.52% 40
2025
Q1 		$907K Buy
5,320
+110
+2% +$18.4K 0.61% 41
2024
Q4 		$865K Buy
5,210
+38
+0.7% +$6.47K 0.47% 47
2024
Q3 		$896K Buy
5,172
+70
+1% +$11.9K 0.52% 43
2024
Q2 		$841K Sell
5,102
-176
-3% -$28.8K 0.48% 48
2024
Q1 		$856K Buy
5,278
+287
+6% +$45K 0.48% 48
2023
Q4 		$731K Buy
4,991
+293
+6% +$43.4K 0.51% 37
2023
Q3 		$685K Buy
4,698
+3,462
+280% +$529K 0.63% 22
2023
Q2 		$188K Sell
1,236
-516
-29% -$77.8K 0.17% 122
2023
Q1 		$260K Buy
1,752
+43
+3% +$6.15K 0.23% 100
2022
Q4 		$259K Buy
1,709
+65
+4% +$9.11K 0.25% 96
2022
Q3 		$208K Buy
1,644
+1,579
+2,429% +$224K 0.2% 108
2022
Q2 		$1.07K Sell
65
-3,175
-98% -$477K ﹤0.01% 685
2022
Q1 		$495K Sell
3,240
-555,842
-99% -$87M 0.31% 62
2021
Q4 		$3.42K Buy
+559,082
New +$83M 0.03% 208
2021
Q2 		$588K Buy
+4,360
New +$590K 0.26% 83
2018
Q1 		$810K Buy
+10,219
New +$852K 0.67% 40

Other funds holding PG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Castleview Partners's PG Position: Q2 2026 in Review

Castleview Partners increased its Procter & Gamble (PG) stake by 16% in Q2 2026, buying an estimated $144K and bringing the position to 7,207 shares worth $1.06M. The position accounts for 0.46% of the portfolio, ranked #48.

Castleview Partners first reported a position in PG in Q1 2018 and has held it in 21 quarters since. 861 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Castleview Partners held 7,207 shares of Procter & Gamble worth $1.06M as of Q2 2026.
  • Castleview Partners bought 987 Procter & Gamble shares in Q2 2026, an estimated $144K.
  • Procter & Gamble made up 0.46% of Castleview Partners's portfolio in Q2 2026, its #48 holding.
  • Castleview Partners first reported a position in Procter & Gamble in Q1 2018 and has held it in 21 quarters since.
  • 861 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.