Grant Private Wealth Management’s Procter & Gamble PG Stock Holding History

Grant Private Wealth Management’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	$704K	Buy	4,800 +461	+11%	+$67.1K	0.3%	64
2026 Q1	$627K	Buy	4,339 +998	+30%	+$151K	0.33%	67
2025 Q4	$479K	Sell	3,341 -536	-14%	-$79K	0.29%	76
2025 Q3	$596K	Sell	3,877 -19,064	-83%	-$2.98M	0.37%	60
2025 Q2	$3.66M	Buy	22,941 +19,305	+531%	+$3.15M	2.07%	20
2025 Q1	$620K	Buy	3,636 +593	+19%	+$99.3K	0.67%	41
2024 Q4	$510K	Buy	+3,043	New	+$518K	0.55%	44

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

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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Grant Private Wealth Management's PG Position: Q2 2026 in Review

Grant Private Wealth Management increased its Procter & Gamble (PG) stake by 11% in Q2 2026, buying an estimated $67.1K and bringing the position to 4,800 shares worth $704K. The position accounts for 0.3% of the portfolio, ranked #64.

Grant Private Wealth Management first reported a position in PG in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.66M in Q2 2025. 761 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Grant Private Wealth Management held 4,800 shares of Procter & Gamble worth $704K as of Q2 2026.
Grant Private Wealth Management bought 461 Procter & Gamble shares in Q2 2026, an estimated $67.1K.
Procter & Gamble made up 0.3% of Grant Private Wealth Management's portfolio in Q2 2026, its #64 holding.
Grant Private Wealth Management first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
Grant Private Wealth Management's Procter & Gamble position peaked at $3.66M in Q2 2025.
761 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.