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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 		$14.7K Hold
100
– – 0.01% 173
2026
Q1 		$14.4K Buy
+100
New +$15.2K 0.01% 161

Other funds holding PG

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Parnassus Investments
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
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Mirae Asset Global Investments
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.