Cresset Asset Management’s Procter & Gamble PG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
– Hold
0
– -$16.8K – 1827
2024
Q4
– Sell
-100
Closed -$17K – 1719
2024
Q3
$17.3K Hold
100
– – ﹤0.01% 2141
2024
Q2
$16.5K Buy
+100
New +$16.3K ﹤0.01% 2065
2024
Q1
– Sell
-100
Closed -$14.7K – 1962
2023
Q4
$14.7K Buy
+100
New +$14.8K ﹤0.01% 1826

Other funds holding PG

Cresset Asset Management's PG Position: Q2 2026 in Review

Cresset Asset Management increased its Procter & Gamble (PG) stake by 1.3% in Q2 2026, buying an estimated $346K and bringing the position to 186,903 shares worth $27.4M. The position accounts for 0.1% of the portfolio, ranked #133.

Cresset Asset Management first reported a position in PG in Q4 2018 and has held it in 31 quarters since. The position peaked at $61.6M in Q3 2024. 4,041 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Cresset Asset Management held 186,903 shares of Procter & Gamble worth $27.4M as of Q2 2026.
  • Cresset Asset Management bought 2,374 Procter & Gamble shares in Q2 2026, an estimated $346K.
  • Procter & Gamble made up 0.1% of Cresset Asset Management's portfolio in Q2 2026, its #133 holding.
  • Cresset Asset Management first reported a position in Procter & Gamble in Q4 2018 and has held it in 31 quarters since.
  • Cresset Asset Management's Procter & Gamble position peaked at $61.6M in Q3 2024.
  • 4,041 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.