Catalyst Private Wealth’s Procter & Gamble PG Stock Holding History

Catalyst Private Wealth’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	$244K	Sell	1,661 -310	-16%	-$45.1K	0.12%	72
2026 Q1	$285K	Buy	1,971 +97	+5%	+$14.7K	0.15%	67
2025 Q4	$269K	Buy	1,874 +114	+6%	+$16.8K	0.12%	73
2025 Q3	$270K	Buy	1,760 +50	+3%	+$7.81K	0.12%	70
2025 Q2	$272K	Buy	1,710 +476	+39%	+$77.7K	0.12%	67
2025 Q1	$210K	Hold	1,234	–	–	0.1%	75
2024 Q4	$207K	Buy	+1,234	New	+$210K	0.09%	81
2024 Q2	–	Sell	-1,545	Closed	-$251K	–	82
2024 Q1	$251K	Buy	+1,545	New	+$242K	0.13%	66
2020 Q4	–	Sell	-139	Closed	-$19K	–	216
2020 Q3	$19K	Buy	+139	New	+$18.5K	0.02%	171

Other funds holding PG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Catalyst Private Wealth's PG Position: Q2 2026 in Review

Catalyst Private Wealth reduced its Procter & Gamble (PG) stake by 16% in Q2 2026, selling an estimated $45.1K and leaving 1,661 shares worth $244K. The position accounts for 0.12% of the portfolio, ranked #72.

Catalyst Private Wealth first reported a position in PG in Q3 2020 and has held it in 9 quarters since. The position peaked at $285K in Q1 2026. 4,028 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Catalyst Private Wealth held 1,661 shares of Procter & Gamble worth $244K as of Q2 2026.
Catalyst Private Wealth sold 310 Procter & Gamble shares in Q2 2026, an estimated $45.1K.
Procter & Gamble made up 0.12% of Catalyst Private Wealth's portfolio in Q2 2026, its #72 holding.
Catalyst Private Wealth first reported a position in Procter & Gamble in Q3 2020 and has held it in 9 quarters since.
Catalyst Private Wealth's Procter & Gamble position peaked at $285K in Q1 2026.
4,028 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

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