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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
2024
Q2 		– Sell
-1,260
Closed -$204K – 228
2024
Q1 		$204K Buy
+1,260
New +$198K 0.03% 134

Other funds holding PG

Assenagon Asset Management
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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

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. 1,524 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.
  • 1,524 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.