Catalyst Private Wealth
PG icon

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
Q3 		$310K Buy
2,133
+472
+28% +$69.2K 0.13% 75
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Catalyst Private Wealth's PG Position: Q3 2026 in Review

Catalyst Private Wealth increased its Procter & Gamble (PG) stake by 28% in Q3 2026, buying an estimated $69.2K and bringing the position to 2,133 shares worth $310K. The position accounts for 0.13% of the portfolio, ranked #75.

Catalyst Private Wealth first reported a position in PG in Q3 2020 and has held it in 10 quarters since. 1,832 funds tracked by Wall St. Rank hold PG as of Q3 2026.

  • Catalyst Private Wealth held 2,133 shares of Procter & Gamble worth $310K as of Q3 2026.
  • Catalyst Private Wealth bought 472 Procter & Gamble shares in Q3 2026, an estimated $69.2K.
  • Procter & Gamble made up 0.13% of Catalyst Private Wealth's portfolio in Q3 2026, its #75 holding.
  • Catalyst Private Wealth first reported a position in Procter & Gamble in Q3 2020 and has held it in 10 quarters since.
  • 1,832 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on Catalyst Private Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.