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Curran Financial Partners’s Procter & Gamble PG Stock Holding History

Curran Financial 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
Q1 		$650K Sell
4,501
-210
-4% -$31.8K 0.12% 80
2025
Q4 		$675K Sell
4,711
-19
-0.4% -$2.8K 0.13% 83
2025
Q3 		$727K Sell
4,730
-72
-1% -$11.2K 0.14% 82
2025
Q2 		$765K Buy
4,802
+180
+4% +$29.4K 0.17% 69
2025
Q1 		$788K Sell
4,622
-1,003
-18% -$168K 0.19% 53
2024
Q4 		$943K Buy
5,625
+354
+7% +$60.3K 0.25% 52
2024
Q3 		$913K Buy
5,271
+15
+0.3% +$2.55K 0.26% 53
2024
Q2 		$867K Buy
5,256
+134
+3% +$21.9K 0.29% 51
2024
Q1 		$831K Buy
5,122
+4
+0.1% +$627 0.29% 51
2023
Q4 		$779K Sell
5,118
-1
-0% -$148 0.3% 49
2023
Q3 		$747K Buy
5,119
+1
+0% +$153 0.33% 47
2023
Q2 		$777K Buy
5,118
+39
+0.8% +$5.88K 0.34% 49
2023
Q1 		$755K Buy
5,079
+132
+3% +$18.9K 0.36% 43
2022
Q4 		$750K Sell
4,947
-215
-4% -$30.1K 0.36% 46
2022
Q3 		$652K Sell
5,162
-167
-3% -$23.7K 0.33% 38
2022
Q2 		$766K Buy
5,329
+20
+0.4% +$3.01K 0.36% 39
2022
Q1 		$811K Buy
5,309
+200
+4% +$31.3K 0.33% 48
2021
Q4 		$836K Buy
5,109
+344
+7% +$51.1K 0.35% 43
2021
Q3 		$667K Buy
4,765
+44
+0.9% +$6.24K 0.34% 39
2021
Q2 		$637K Buy
4,721
+29
+0.6% +$3.92K 0.35% 41
2021
Q1 		$635K Buy
4,692
+35
+0.8% +$4.57K 0.46% 34
2020
Q4 		$648K Buy
+4,657
New +$651K 0.56% 34

Other funds holding PG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Curran Financial Partners's PG Position: Q1 2026 in Review

Curran Financial Partners reduced its Procter & Gamble (PG) stake by 4.5% in Q1 2026, selling an estimated $31.8K and leaving 4,501 shares worth $650K. The position accounts for 0.12% of the portfolio, ranked #80.

Curran Financial Partners first reported a position in PG in Q4 2020 and has held it in 22 quarters since. The position peaked at $943K in Q4 2024. 3,987 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Curran Financial Partners held 4,501 shares of Procter & Gamble worth $650K as of Q1 2026.
  • Curran Financial Partners sold 210 Procter & Gamble shares in Q1 2026, an estimated $31.8K.
  • Procter & Gamble made up 0.12% of Curran Financial Partners's portfolio in Q1 2026, its #80 holding.
  • Curran Financial Partners first reported a position in Procter & Gamble in Q4 2020 and has held it in 22 quarters since.
  • Curran Financial Partners's Procter & Gamble position peaked at $943K in Q4 2024.
  • 3,987 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Curran Financial Partners's 13F filing for Q1 2026, filed 15 Apr 2026.