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Core Wealth Partners’s Procter & Gamble PG Stock Holding History

Core Wealth 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 		$1.15M Sell
7,818
-1,035
-12% -$151K 0.49% 52
2026
Q1 		$1.28M Sell
8,853
-56
-0.6% -$8.49K 0.59% 43
2025
Q4 		$1.28M Sell
8,909
-6,027
-40% -$889K 0.57% 47
2025
Q3 		$2.29M Buy
14,936
+1,115
+8% +$174K 1.05% 24
2025
Q2 		$2.2M Buy
13,821
+2,745
+25% +$448K 1.12% 25
2025
Q1 		$1.89M Buy
11,076
+485
+5% +$81.2K 1.1% 23
2024
Q4 		$1.78M Sell
10,591
-73
-0.7% -$12.4K 1.02% 23
2024
Q3 		$1.85M Buy
10,664
+1,163
+12% +$197K 1.12% 21
2024
Q2 		$1.57M Buy
9,501
+3,850
+68% +$629K 1.07% 21
2024
Q1 		$917K Buy
5,651
+313
+6% +$49.1K 0.69% 34
2023
Q4 		$782K Buy
5,338
+156
+3% +$23.1K 0.64% 35
2023
Q3 		$756K Sell
5,182
-326
-6% -$49.8K 0.69% 31
2023
Q2 		$836K Buy
5,508
+330
+6% +$49.7K 0.77% 31
2023
Q1 		$770K Sell
5,178
-6,078
-54% -$869K 0.77% 30
2022
Q4 		$1.07M Buy
+11,256
New +$1.58M 1.2% 24

Other funds holding PG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Core Wealth Partners's PG Position: Q2 2026 in Review

Core Wealth Partners reduced its Procter & Gamble (PG) stake by 12% in Q2 2026, selling an estimated $151K and leaving 7,818 shares worth $1.15M. The position accounts for 0.49% of the portfolio, ranked #52.

Core Wealth Partners first reported a position in PG in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.29M in Q3 2025. 1,371 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Core Wealth Partners held 7,818 shares of Procter & Gamble worth $1.15M as of Q2 2026.
  • Core Wealth Partners sold 1,035 Procter & Gamble shares in Q2 2026, an estimated $151K.
  • Procter & Gamble made up 0.49% of Core Wealth Partners's portfolio in Q2 2026, its #52 holding.
  • Core Wealth Partners first reported a position in Procter & Gamble in Q4 2022 and has held it in 15 quarters since.
  • Core Wealth Partners's Procter & Gamble position peaked at $2.29M in Q3 2025.
  • 1,371 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.