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Essential Partners’s Procter & Gamble PG Stock Holding History

Essential 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
Q3 		$418K Buy
2,876
+2,268
+373% +$332K 0.19% 96
2026
Q2 		$89.2K Sell
608
-884
-59% -$129K 0.04% 448
2026
Q1 		$216K Buy
1,492
+1,313
+734% +$199K 0.07% 277
2025
Q4 		$25.7K Sell
179
-2,669
-94% -$394K 0.01% 818
2025
Q3 		$438K Buy
2,848
+2,743
+2,612% +$428K 0.14% 193
2025
Q2 		$16.7K Buy
+105
New +$17.1K 0.01% 720

Other funds holding PG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Essential Partners's PG Position: Q3 2026 in Review

Essential Partners increased its Procter & Gamble (PG) stake by 373% in Q3 2026, buying an estimated $332K and bringing the position to 2,876 shares worth $418K. The position accounts for 0.19% of the portfolio, ranked #96.

Essential Partners first reported a position in PG in Q2 2025 and has held it in 6 quarters since. The position peaked at $438K in Q3 2025. 654 funds tracked by Wall St. Rank hold PG as of Q3 2026.

  • Essential Partners held 2,876 shares of Procter & Gamble worth $418K as of Q3 2026.
  • Essential Partners bought 2,268 Procter & Gamble shares in Q3 2026, an estimated $332K.
  • Procter & Gamble made up 0.19% of Essential Partners's portfolio in Q3 2026, its #96 holding.
  • Essential Partners first reported a position in Procter & Gamble in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Procter & Gamble position peaked at $438K in Q3 2025.
  • 654 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.