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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,260
Closed -$204K 228
2024
Q1
$204K Buy
+1,260
New +$198K 0.03% 134

Other funds holding PG

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

Curated Wealth Partners opened a new position in Procter & Gamble (PG) in Q2 2026: 1,715 shares worth $251K. The stake represents 0.03% of the portfolio and ranks #200 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. The position peaked at $764K in Q1 2022. 4,025 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Curated Wealth Partners held 1,715 shares of Procter & Gamble worth $251K as of Q2 2026.
  • Procter & Gamble was a new Curated Wealth Partners position in Q2 2026.
  • Procter & Gamble made up 0.03% of Curated Wealth Partners's portfolio in Q2 2026, its #200 holding.
  • Curated Wealth Partners first reported a position in Procter & Gamble in Q4 2020 and has held it in 13 quarters since.
  • Curated Wealth Partners's Procter & Gamble position peaked at $764K in Q1 2022.
  • 4,025 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.