Innova Wealth Partners’s Procter & Gamble PG Stock Holding History

Innova Wealth 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	$570K	Sell	3,885 -1,535	-28%	-$223K	0.23%	81
2026 Q1	$783K	Sell	5,420 -39	-0.7%	-$5.91K	0.37%	55
2025 Q4	$782K	Buy	5,459 +45	+0.8%	+$6.63K	0.39%	50
2025 Q3	$832K	Buy	5,414 +1,051	+24%	+$164K	0.45%	46
2025 Q2	$695K	Buy	4,363 +2	+0%	+$326	0.41%	42
2025 Q1	$743K	Buy	4,361 +2	+0%	+$335	0.46%	37
2024 Q4	$731K	Buy	+4,359	New	+$742K	0.46%	40
2024 Q3	–	Sell	-4,356	Closed	-$718K	–	121
2024 Q2	$718K	Buy	4,356 +1,848	+74%	+$302K	0.51%	42
2024 Q1	$407K	Buy	2,508 +599	+31%	+$93.9K	0.31%	52
2023 Q4	$280K	Hold	1,909	–	–	0.24%	52
2023 Q3	$278K	Hold	1,909	–	–	0.25%	40
2023 Q2	$290K	Buy	1,909 +170	+10%	+$25.6K	0.25%	43
2023 Q1	$259K	Hold	1,739	–	–	0.23%	41
2022 Q4	$264K	Hold	1,739	–	–	0.23%	46
2022 Q3	$220K	Hold	1,739	–	–	0.2%	43
2022 Q2	$250K	Hold	1,739	–	–	0.21%	40
2022 Q1	$266K	Hold	1,739	–	–	0.19%	57
2021 Q4	$284K	Hold	1,739	–	–	0.2%	57
2021 Q3	$243K	Hold	1,739	–	–	0.19%	61
2021 Q2	$235K	Hold	1,739	–	–	0.19%	59
2021 Q1	$236K	Sell	1,739 -16	-0.9%	-$2.09K	0.2%	56
2020 Q4	$244K	Buy	+1,755	New	+$245K	0.23%	53

Other funds holding PG

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Innova Wealth Partners's PG Position: Q2 2026 in Review

Innova Wealth Partners reduced its Procter & Gamble (PG) stake by 28% in Q2 2026, selling an estimated $223K and leaving 3,885 shares worth $570K. The position accounts for 0.23% of the portfolio, ranked #81.

Innova Wealth Partners first reported a position in PG in Q4 2020 and has held it in 22 quarters since. The position peaked at $832K in Q3 2025. 1,863 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Innova Wealth Partners held 3,885 shares of Procter & Gamble worth $570K as of Q2 2026.
Innova Wealth Partners sold 1,535 Procter & Gamble shares in Q2 2026, an estimated $223K.
Procter & Gamble made up 0.23% of Innova Wealth Partners's portfolio in Q2 2026, its #81 holding.
Innova Wealth Partners first reported a position in Procter & Gamble in Q4 2020 and has held it in 22 quarters since.
Innova Wealth Partners's Procter & Gamble position peaked at $832K in Q3 2025.
1,863 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Innova Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.