CX Institutional’s Procter & Gamble PG Stock Holding History

CX Institutional’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	$8.74M	Sell	59,588 -6,686	-10%	-$973K	0.25%	92
2026 Q1	$9.57M	Sell	66,274 -49,403	-43%	-$7.49M	0.29%	76
2025 Q4	$16.6M	Buy	115,677 +44,172	+62%	+$6.51M	0.49%	45
2025 Q3	$11M	Buy	71,505 +3,595	+5%	+$561K	0.33%	61
2025 Q2	$10.8M	Sell	67,910 -29,240	-30%	-$4.77M	0.38%	50
2025 Q1	$16.6M	Sell	97,150 -5,751	-6%	-$963K	0.63%	38
2024 Q4	$17.3M	Buy	102,901 +54,699	+113%	+$9.32M	0.69%	36
2024 Q3	$8.35M	Buy	48,202 +6,299	+15%	+$1.07M	0.37%	72
2024 Q2	$6.91M	Sell	41,903 -2,197	-5%	-$359K	0.32%	77
2024 Q1	$7.16M	Sell	44,100 -14,602	-25%	-$2.29M	0.34%	74
2023 Q4	$8.6M	Buy	58,702 +1,658	+3%	+$246K	0.46%	61
2023 Q3	$8.32M	Sell	57,044 -18,906	-25%	-$2.89M	0.46%	59
2023 Q2	$11.5M	Buy	75,950 +3,036	+4%	+$458K	0.6%	47
2023 Q1	$10.9M	Buy	72,914 +39,171	+116%	+$5.6M	0.58%	39
2022 Q4	$5.11M	Buy	33,743 +1,320	+4%	+$185K	0.31%	77
2022 Q3	$4.09M	Buy	32,423 +20,390	+169%	+$2.9M	0.28%	95
2022 Q2	$1.73M	Sell	12,033 -793	-6%	-$119K	0.13%	190
2022 Q1	$1.96M	Sell	12,826 -21,708	-63%	-$3.4M	0.16%	153
2021 Q4	$5.65M	Sell	34,534 -5,611	-14%	-$833K	0.45%	62
2021 Q3	$5.61M	Buy	40,145 +1,081	+3%	+$153K	0.46%	60
2021 Q2	$5.27M	Buy	39,064 +1,410	+4%	+$191K	0.43%	60
2021 Q1	$5.1M	Buy	37,654 +16,976	+82%	+$2.21M	0.46%	57
2020 Q4	$2.88M	Buy	20,678 +1,881	+10%	+$263K	0.28%	104
2020 Q3	$2.61M	Buy	18,797 +3,466	+23%	+$460K	0.28%	103
2020 Q2	$1.83M	Buy	15,331 +2,021	+15%	+$236K	0.24%	116
2020 Q1	$1.46M	Buy	13,310 +2,872	+28%	+$345K	0.24%	95
2019 Q4	$1.3M	Buy	10,438 +295	+3%	+$36.1K	0.23%	91
2019 Q3	$1.26M	Buy	10,143 +52	+0.5%	+$6.14K	0.2%	107
2019 Q2	$1.11M	Buy	10,091 +7	+0.1%	+$746	0.18%	122
2019 Q1	$1.05M	Buy	10,084 +1,339	+15%	+$130K	0.19%	127
2018 Q4	$804K	Buy	8,745 +8,593	+5,653%	+$768K	0.17%	106
2018 Q3	$13K	Sell	152 -109	-42%	-$8.91K	﹤0.01%	244
2018 Q2	$20K	Buy	+261	New	+$19.6K	0.01%	192

Other funds holding PG

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

CX Institutional's PG Position: Q2 2026 in Review

CX Institutional reduced its Procter & Gamble (PG) stake by 10% in Q2 2026, selling an estimated $973K and leaving 59,588 shares worth $8.74M. The position accounts for 0.25% of the portfolio, ranked #92.

CX Institutional first reported a position in PG in Q2 2018 and has held it in 33 quarters since. The position peaked at $17.3M in Q4 2024. 978 funds tracked by Wall St. Rank hold PG as of Q2 2026.

CX Institutional held 59,588 shares of Procter & Gamble worth $8.74M as of Q2 2026.
CX Institutional sold 6,686 Procter & Gamble shares in Q2 2026, an estimated $973K.
Procter & Gamble made up 0.25% of CX Institutional's portfolio in Q2 2026, its #92 holding.
CX Institutional first reported a position in Procter & Gamble in Q2 2018 and has held it in 33 quarters since.
CX Institutional's Procter & Gamble position peaked at $17.3M in Q4 2024.
978 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.