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Investment Partners Asset Management’s Procter & Gamble PG Stock Holding History

Investment Partners Asset 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 		$436K Buy
2,976
+1
+0% +$146 0.24% 111
2026
Q1 		$430K Buy
2,975
+1
+0% +$152 0.27% 104
2025
Q4 		$426K Hold
2,974
– – 0.27% 101
2025
Q3 		$457K Sell
2,974
-44
-1% -$6.87K 0.3% 103
2025
Q2 		$481K Buy
3,018
+300
+11% +$49K 0.33% 94
2025
Q1 		$463K Sell
2,718
-15
-0.5% -$2.51K 0.36% 85
2024
Q4 		$458K Buy
2,733
+485
+22% +$82.6K 0.36% 85
2024
Q3 		$389K Buy
2,248
+48
+2% +$8.15K 0.32% 97
2024
Q2 		$363K Hold
2,200
– – 0.32% 94
2024
Q1 		$357K Buy
2,200
+1
+0% +$157 0.32% 93
2023
Q4 		$322K Buy
+2,199
New +$326K 0.32% 94

Other funds holding PG

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Investment Partners Asset Management's PG Position: Q2 2026 in Review

Investment Partners Asset Management increased its Procter & Gamble (PG) stake by 0.03% in Q2 2026, buying an estimated $146 and bringing the position to 2,976 shares worth $436K. The position accounts for 0.24% of the portfolio, ranked #111.

Investment Partners Asset Management first reported a position in PG in Q4 2023 and has held it in 11 quarters since. The position peaked at $481K in Q2 2025. 1,771 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Investment Partners Asset Management held 2,976 shares of Procter & Gamble worth $436K as of Q2 2026.
  • Investment Partners Asset Management bought 1 Procter & Gamble share in Q2 2026, an estimated $146.
  • Procter & Gamble made up 0.24% of Investment Partners Asset Management's portfolio in Q2 2026, its #111 holding.
  • Investment Partners Asset Management first reported a position in Procter & Gamble in Q4 2023 and has held it in 11 quarters since.
  • Investment Partners Asset Management's Procter & Gamble position peaked at $481K in Q2 2025.
  • 1,771 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Investment Partners Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.