CWM
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Chemistry Wealth Management’s Procter & Gamble PG Stock Holding History

Chemistry Wealth Management’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 		$869K Sell
5,923
-35
-0.6% -$5.09K 0.14% 100
2026
Q1 		$861K Sell
5,958
-135
-2% -$20.5K 0.15% 88
2025
Q4 		$873K Sell
6,093
-150
-2% -$22.1K 0.16% 89
2025
Q3 		$959K Sell
6,243
-78
-1% -$12.2K 0.19% 81
2025
Q2 		$1.01M Buy
6,321
+167
+3% +$27.3K 0.22% 73
2025
Q1 		$1.05M Buy
6,154
+39
+0.6% +$6.53K 0.24% 67
2024
Q4 		$1.03M Buy
6,115
+278
+5% +$47.3K 0.24% 67
2024
Q3 		$1.01M Hold
5,837
– – 0.24% 67
2024
Q2 		$963K Buy
5,837
+45
+0.8% +$7.36K 0.25% 64
2024
Q1 		$940K Sell
5,792
-47
-0.8% -$7.37K 0.25% 67
2023
Q4 		$856K Buy
5,839
+67
+1% +$9.92K 0.26% 66
2023
Q3 		$842K Sell
5,772
-151
-3% -$23.1K 0.28% 58
2023
Q2 		$899K Buy
5,923
+10
+0.2% +$1.51K 0.29% 55
2023
Q1 		$879K Sell
5,913
-351
-6% -$50.2K 0.31% 56
2022
Q4 		$949K Sell
6,264
-663
-10% -$92.9K 0.37% 48
2022
Q3 		$875K Hold
6,927
– – 0.35% 49
2022
Q2 		$996K Sell
6,927
-160
-2% -$24K 0.38% 45
2022
Q1 		$1.08M Buy
+7,087
New +$1.11M 0.37% 47

Other funds holding PG

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

Chemistry Wealth Management's PG Position: Q2 2026 in Review

Chemistry Wealth Management reduced its Procter & Gamble (PG) stake by 0.59% in Q2 2026, selling an estimated $5.09K and leaving 5,923 shares worth $869K. The position accounts for 0.14% of the portfolio, ranked #100.

Chemistry Wealth Management first reported a position in PG in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.08M in Q1 2022. 2,087 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Chemistry Wealth Management held 5,923 shares of Procter & Gamble worth $869K as of Q2 2026.
  • Chemistry Wealth Management sold 35 Procter & Gamble shares in Q2 2026, an estimated $5.09K.
  • Procter & Gamble made up 0.14% of Chemistry Wealth Management's portfolio in Q2 2026, its #100 holding.
  • Chemistry Wealth Management first reported a position in Procter & Gamble in Q1 2022 and has held it in 18 quarters since.
  • Chemistry Wealth Management's Procter & Gamble position peaked at $1.08M in Q1 2022.
  • 2,087 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Chemistry Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.