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Catalyst Financial Partners’s Procter & Gamble PG Stock Holding History

Catalyst Financial 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 		$3.22M Buy
21,964
+1,887
+9% +$275K 0.32% 44
2026
Q1 		$2.9M Buy
20,077
+1,212
+6% +$184K 0.34% 41
2025
Q4 		$2.7M Sell
18,865
-7,110
-27% -$1.05M 0.3% 38
2025
Q3 		$3.99M Sell
25,975
-259
-1% -$40.5K 0.48% 27
2025
Q2 		$4.18M Sell
26,234
-5,631
-18% -$919K 0.46% 25
2025
Q1 		$5.43M Buy
31,865
+150
+0.5% +$25.1K 1% 14
2024
Q4 		$5.32M Buy
31,715
+14,432
+84% +$2.46M 1% 17
2024
Q3 		$2.99M Buy
17,283
+303
+2% +$51.4K 0.59% 26
2024
Q2 		$2.8M Buy
16,980
+2,837
+20% +$464K 0.62% 27
2024
Q1 		$2.22M Buy
14,143
+132
+0.9% +$20.7K 0.57% 27
2023
Q4 		$2.05M Buy
14,011
+500
+4% +$74.1K 0.58% 28
2023
Q3 		$1.97M Buy
13,511
+1,106
+9% +$169K 0.64% 27
2023
Q2 		$1.88M Buy
12,405
+933
+8% +$141K 0.67% 24
2023
Q1 		$1.71M Buy
11,472
+919
+9% +$131K 0.73% 25
2022
Q4 		$1.6M Buy
+10,553
New +$1.48M 0.82% 23

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Catalyst Financial Partners's PG Position: Q2 2026 in Review

Catalyst Financial Partners increased its Procter & Gamble (PG) stake by 9.4% in Q2 2026, buying an estimated $275K and bringing the position to 21,964 shares worth $3.22M. The position accounts for 0.32% of the portfolio, ranked #44.

Catalyst Financial Partners first reported a position in PG in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.43M in Q1 2025. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Catalyst Financial Partners held 21,964 shares of Procter & Gamble worth $3.22M as of Q2 2026.
  • Catalyst Financial Partners bought 1,887 Procter & Gamble shares in Q2 2026, an estimated $275K.
  • Procter & Gamble made up 0.32% of Catalyst Financial Partners's portfolio in Q2 2026, its #44 holding.
  • Catalyst Financial Partners first reported a position in Procter & Gamble in Q4 2022 and has held it in 15 quarters since.
  • Catalyst Financial Partners's Procter & Gamble position peaked at $5.43M in Q1 2025.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.