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Greenup Street Wealth Management’s Procter & Gamble PG Stock Holding History

Greenup Street 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 		$319K Buy
2,176
+304
+16% +$44.2K 0.04% 116
2026
Q1 		$270K Buy
1,872
+165
+10% +$25K 0.04% 113
2025
Q4 		$245K Sell
1,707
-91
-5% -$13.4K 0.04% 113
2025
Q3 		$276K Buy
1,798
+28
+2% +$4.37K 0.04% 119
2025
Q2 		$282K Buy
1,770
+4
+0.2% +$653 0.05% 88
2025
Q1 		$301K Buy
1,766
+50
+3% +$8.38K 0.06% 85
2024
Q4 		$288K Buy
1,716
+27
+2% +$4.6K 0.06% 84
2024
Q3 		$293K Buy
1,689
+87
+5% +$14.8K 0.06% 74
2024
Q2 		$264K Sell
1,602
-88
-5% -$14.4K 0.06% 73
2024
Q1 		$274K Sell
1,690
-25
-1% -$3.92K 0.07% 72
2023
Q4 		$251K Sell
1,715
-166
-9% -$24.6K 0.07% 73
2023
Q3 		$274K Buy
1,881
+312
+20% +$47.7K 0.09% 75
2023
Q2 		$238K Sell
1,569
-263
-14% -$39.6K 0.07% 87
2023
Q1 		$272K Buy
1,832
+100
+6% +$14.3K 0.1% 70
2022
Q4 		$263K Buy
1,732
+45
+3% +$6.31K 0.11% 77
2022
Q3 		$213K Buy
1,687
+153
+10% +$21.7K 0.1% 76
2022
Q2 		$221K Hold
1,534
– – 0.1% 77
2022
Q1 		$234K Buy
1,534
+265
+21% +$41.5K 0.13% 75
2021
Q4 		$208K Buy
+1,269
New +$188K 0.12% 79

Other funds holding PG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Greenup Street Wealth Management's PG Position: Q2 2026 in Review

Greenup Street Wealth Management increased its Procter & Gamble (PG) stake by 16% in Q2 2026, buying an estimated $44.2K and bringing the position to 2,176 shares worth $319K. The position accounts for 0.04% of the portfolio, ranked #116.

Greenup Street Wealth Management first reported a position in PG in Q4 2021 and has held it in 19 quarters since. 1,637 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Greenup Street Wealth Management held 2,176 shares of Procter & Gamble worth $319K as of Q2 2026.
  • Greenup Street Wealth Management bought 304 Procter & Gamble shares in Q2 2026, an estimated $44.2K.
  • Procter & Gamble made up 0.04% of Greenup Street Wealth Management's portfolio in Q2 2026, its #116 holding.
  • Greenup Street Wealth Management first reported a position in Procter & Gamble in Q4 2021 and has held it in 19 quarters since.
  • 1,637 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Greenup Street Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.