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

Curated 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	$3.42M	Buy	+1,891,931	New	+$275M	0.44%	39
2025 Q3	–	Sell	-1,759	Closed	-$280K	–	169
2025 Q2	$280K	Sell	1,759 -14	-0.8%	-$2.29K	0.03%	133
2025 Q1	$302K	Buy	1,773 +513	+41%	+$85.9K	0.04%	124
2024 Q4	$211K	Hold	1,260	–	–	0.02%	138
2024 Q3	$218K	Hold	1,260	–	–	0.03%	125
2024 Q2	$208K	Buy	+1,260	New	+$206K	0.03%	129
2023 Q1	–	Sell	-1,400	Closed	-$212K	–	139
2022 Q4	$212K	Buy	+1,400	New	+$196K	0.05%	119
2022 Q2	–	Sell	-4,669	Closed	-$764K	–	155
2022 Q1	$764K	Hold	4,669	–	–	0.26%	47
2021 Q4	$764K	Buy	4,669 +15	+0.3%	+$2.23K	0.25%	49
2021 Q3	$651K	Buy	4,654 +39	+0.8%	+$5.53K	0.36%	52
2021 Q2	$623K	Sell	4,615 -545	-11%	-$73.7K	0.34%	53
2021 Q1	$699K	Buy	5,160 +980	+23%	+$128K	0.43%	42
2020 Q4	$582K	Buy	+4,180	New	+$584K	0.38%	47

Other funds holding PG

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Curated Wealth Partners opened a new position in Procter & Gamble (PG) in Q2 2026: 1,891,931 shares worth $3.42M. The stake represents 0.44% of the portfolio and ranks #39 among its holdings. This is a return to the name: Curated Wealth Partners previously reported a position in PG as recently as Q2 2025.

Curated Wealth Partners first reported a position in PG in Q4 2020 and has held it in 13 quarters since. 1,519 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Curated Wealth Partners held 1,891,931 shares of Procter & Gamble worth $3.42M as of Q2 2026.
Procter & Gamble was a new Curated Wealth Partners position in Q2 2026.
Procter & Gamble made up 0.44% of Curated Wealth Partners's portfolio in Q2 2026, its #39 holding.
Curated Wealth Partners first reported a position in Procter & Gamble in Q4 2020 and has held it in 13 quarters since.
1,519 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

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