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

Corient 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 		$324M Sell
2,209,755
-281,010
-11% -$40.9M 0.45% 43
2026
Q1 		$359M Sell
2,490,765
-3,999
-0.2% -$606K 0.51% 34
2025
Q4 		$358M Buy
2,494,764
+254,829
+11% +$37.6M 0.49% 33
2025
Q3 		$343M Sell
2,239,935
-325,889
-13% -$50.9M 0.54% 30
2025
Q2 		$409M Sell
2,565,824
-40,304
-2% -$6.58M 0.54% 27
2025
Q1 		$444M Sell
2,606,128
-102,843
-4% -$17.2M 0.73% 24
2024
Q4 		$451M Sell
2,708,971
-102,461
-4% -$17.5M 0.75% 21
2024
Q3 		$487M Buy
2,811,432
+70,731
+3% +$12M 0.76% 22
2024
Q2 		$452M Sell
2,740,701
-63,646
-2% -$10.4M 0.79% 21
2024
Q1 		$455M Sell
2,804,347
-47,280
-2% -$7.42M 0.81% 23
2023
Q4 		$418M Buy
2,851,627
+43,985
+2% +$6.51M 0.77% 22
2023
Q3 		$410M Sell
2,807,642
-42,993
-2% -$6.57M 0.94% 18
2023
Q2 		$433M Buy
2,850,635
+388,433
+16% +$58.5M 1% 14
2023
Q1 		$366M Buy
2,462,202
+532,287
+28% +$76.1M 0.98% 15
2022
Q4 		$293M Buy
+1,929,915
New +$271M 1.06% 12

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

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

Corient Private Wealth reduced its Procter & Gamble (PG) stake by 11% in Q2 2026, selling an estimated $40.9M and leaving 2,209,755 shares worth $324M. The position accounts for 0.45% of the portfolio, ranked #43.

Corient Private Wealth first reported a position in PG in Q4 2022 and has held it in 15 quarters since. The position peaked at $487M in Q3 2024. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Corient Private Wealth held 2,209,755 shares of Procter & Gamble worth $324M as of Q2 2026.
  • Corient Private Wealth sold 281,010 Procter & Gamble shares in Q2 2026, an estimated $40.9M.
  • Procter & Gamble made up 0.45% of Corient Private Wealth's portfolio in Q2 2026, its #43 holding.
  • Corient Private Wealth first reported a position in Procter & Gamble in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Procter & Gamble position peaked at $487M in Q3 2024.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.