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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
Q2 		$645K Sell
4,399
-102
-2% -$14.8K 0.1% 87
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Curran Financial Partners's PG Position: Q2 2026 in Review

Curran Financial Partners reduced its Procter & Gamble (PG) stake by 2.3% in Q2 2026, selling an estimated $14.8K and leaving 4,399 shares worth $645K. The position accounts for 0.1% of the portfolio, ranked #87.

Curran Financial Partners first reported a position in PG in Q4 2020 and has held it in 23 quarters since. The position peaked at $943K in Q4 2024. 4,032 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Curran Financial Partners held 4,399 shares of Procter & Gamble worth $645K as of Q2 2026.
  • Curran Financial Partners sold 102 Procter & Gamble shares in Q2 2026, an estimated $14.8K.
  • Procter & Gamble made up 0.1% of Curran Financial Partners's portfolio in Q2 2026, its #87 holding.
  • Curran Financial Partners first reported a position in Procter & Gamble in Q4 2020 and has held it in 23 quarters since.
  • Curran Financial Partners's Procter & Gamble position peaked at $943K in Q4 2024.
  • 4,032 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Curran Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.