CWG
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Crown Wealth Group’s Procter & Gamble PG Stock Holding History

Crown Wealth Group’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 		$439K Buy
2,992
+68
+2% +$9.9K 0.11% 86
2026
Q1 		$422K Buy
2,924
+1,420
+94% +$215K 0.12% 79
2025
Q4 		$215K Sell
1,504
-1,262
-46% -$186K 0.06% 136
2025
Q3 		$425K Buy
2,766
+4
+0.1% +$625 0.13% 73
2025
Q2 		$440K Buy
2,762
+83
+3% +$13.5K 0.17% 61
2025
Q1 		$457K Buy
2,679
+154
+6% +$25.8K 0.24% 51
2024
Q4 		$423K Buy
2,525
+77
+3% +$13.1K 0.17% 68
2024
Q3 		$424K Sell
2,448
-221
-8% -$37.5K 0.18% 65
2024
Q2 		$440K Buy
2,669
+72
+3% +$11.8K 0.22% 54
2024
Q1 		$421K Buy
2,597
+540
+26% +$84.7K 0.22% 54
2023
Q4 		$301K Sell
2,057
-122
-6% -$18.1K 0.18% 60
2023
Q3 		$318K Buy
2,179
+200
+10% +$30.5K 0.24% 48
2023
Q2 		$300K Buy
1,979
+93
+5% +$14K 0.24% 48
2023
Q1 		$280K Sell
1,886
-202
-10% -$28.9K 0.23% 50
2022
Q4 		$316K Buy
2,088
+57
+3% +$7.99K 0.3% 46
2022
Q3 		$256K Buy
2,031
+6
+0.3% +$852 0.26% 48
2022
Q2 		$291K Buy
2,025
+597
+42% +$89.7K 0.26% 51
2022
Q1 		$218K Buy
+1,428
New +$223K 0.15% 87

Other funds holding PG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Crown Wealth Group's PG Position: Q2 2026 in Review

Crown Wealth Group increased its Procter & Gamble (PG) stake by 2.3% in Q2 2026, buying an estimated $9.9K and bringing the position to 2,992 shares worth $439K. The position accounts for 0.11% of the portfolio, ranked #86.

Crown Wealth Group first reported a position in PG in Q1 2022 and has held it in 18 quarters since. The position peaked at $457K in Q1 2025. 979 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Crown Wealth Group held 2,992 shares of Procter & Gamble worth $439K as of Q2 2026.
  • Crown Wealth Group bought 68 Procter & Gamble shares in Q2 2026, an estimated $9.9K.
  • Procter & Gamble made up 0.11% of Crown Wealth Group's portfolio in Q2 2026, its #86 holding.
  • Crown Wealth Group first reported a position in Procter & Gamble in Q1 2022 and has held it in 18 quarters since.
  • Crown Wealth Group's Procter & Gamble position peaked at $457K in Q1 2025.
  • 979 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.