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MassMutual Private Wealth & Trust’s Procter & Gamble PG Stock Holding History

MassMutual Private Wealth & Trust’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 		$37.4M Sell
254,820
-8,339
-3% -$1.21M 0.97% 30
2026
Q1 		$38M Buy
263,159
+4,886
+2% +$741K 1.04% 24
2025
Q4 		$37M Sell
258,273
-26,512
-9% -$3.91M 0.95% 25
2025
Q3 		$43.8M Sell
284,785
-5,940
-2% -$928K 1.11% 19
2025
Q2 		$46.3M Sell
290,725
-2,755
-0.9% -$450K 1.23% 15
2025
Q1 		$50M Buy
293,480
+8,477
+3% +$1.42M 1.45% 13
2024
Q4 		$47.8M Sell
285,003
-4,996
-2% -$851K 1.34% 13
2024
Q3 		$50.2M Sell
289,999
-785
-0.3% -$133K 1.43% 13
2024
Q2 		$48M Buy
290,784
+2,873
+1% +$470K 1.46% 14
2024
Q1 		$46.7M Sell
287,911
-2,281
-0.8% -$358K 1.45% 14
2023
Q4 		$42.5M Buy
290,192
+2,622
+0.9% +$388K 1.43% 14
2023
Q3 		$41.9M Sell
287,570
-1,839
-0.6% -$281K 1.55% 13
2023
Q2 		$43.9M Buy
289,409
+7,961
+3% +$1.2M 1.58% 13
2023
Q1 		$41.8M Buy
281,448
+13,697
+5% +$1.96M 1.6% 12
2022
Q4 		$40.6M Buy
267,751
+1,375
+0.5% +$193K 1.67% 10
2022
Q3 		$33.6M Sell
266,376
-78
-0% -$11.1K 1.53% 13
2022
Q2 		$38.3M Buy
266,454
+2,529
+1% +$380K 1.66% 9
2022
Q1 		$40.3M Buy
263,925
+6,251
+2% +$978K 1.52% 12
2021
Q4 		$42.1M Buy
257,674
+6,912
+3% +$1.03M 1.57% 11
2021
Q3 		$35.1M Buy
250,762
+6,667
+3% +$945K 1.45% 10
2021
Q2 		$32.9M Buy
244,095
+6,815
+3% +$922K 1.4% 11
2021
Q1 		$32.1M Buy
237,280
+21,304
+10% +$2.78M 1.51% 11
2020
Q4 		$30.1M Buy
215,976
+876
+0.4% +$122K 1.54% 11
2020
Q3 		$29.9M Buy
215,100
+12,733
+6% +$1.69M 1.75% 9
2020
Q2 		$24.2M Buy
202,367
+15,015
+8% +$1.75M 1.56% 10
2020
Q1 		$20.6M Sell
187,352
-2,149
-1% -$258K 1.65% 10
2019
Q4 		$23.7M Buy
189,501
+2,150
+1% +$263K 1.46% 11
2019
Q3 		$23.3M Buy
187,351
+6,835
+4% +$808K 1.56% 10
2019
Q2 		$19.8M Buy
180,516
+3,734
+2% +$398K 1.37% 14
2019
Q1 		$18.4M Buy
176,782
+6,972
+4% +$679K 1.33% 13
2018
Q4 		$15.6M Sell
169,810
-3,136
-2% -$280K 1.34% 16
2018
Q3 		$14.4M Buy
172,946
+11,262
+7% +$921K 1.07% 16
2018
Q2 		$12.6M Buy
161,684
+6,330
+4% +$476K 1.01% 18
2018
Q1 		$12.3M Buy
155,354
+1,633
+1% +$136K 1.02% 19
2017
Q4 		$14.1M Buy
153,721
+8,744
+6% +$786K 1.17% 16
2017
Q3 		$13.2M Buy
144,977
+7,954
+6% +$724K 1.09% 19
2017
Q2 		$11.9M Buy
137,023
+7,505
+6% +$662K 1.06% 20
2017
Q1 		$11.6M Buy
129,518
+18,852
+17% +$1.67M 1.09% 16
2016
Q4 		$9.3M Buy
+110,666
New +$9.43M 1.14% 16
2016
Q2 		$5.86M Buy
69,222
+7,473
+12% +$613K 0.74% 28
2016
Q1 		$5.08M Buy
61,749
+5,337
+9% +$430K 0.69% 33
2015
Q4 		$4.48M Buy
56,412
+12,393
+28% +$947K 0.64% 41
2015
Q3 		$3.69M Buy
44,019
+4,468
+11% +$335K 0.78% 28
2015
Q2 		$3.11M Sell
39,551
-11,005
-22% -$886K 0.69% 36
2015
Q1 		$4.14M Buy
50,556
+29,122
+136% +$2.5M 0.68% 36
2014
Q4 		$1.95M Sell
21,434
-22,585
-51% -$1.99M 0.63% 41
2014
Q3 		$3.69M Buy
44,019
+28,891
+191% +$2.37M 0.73% 30
2014
Q2 		$1.19M Buy
15,128
+3,323
+28% +$268K 0.47% 50
2014
Q1 		$951K Buy
11,805
+2,272
+24% +$179K 0.56% 47
2013
Q4 		$776K Buy
+9,533
New +$777K 0.71% 39

Other funds holding PG

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

MassMutual Private Wealth & Trust's PG Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Procter & Gamble (PG) stake by 3.2% in Q2 2026, selling an estimated $1.21M and leaving 254,820 shares worth $37.4M. The position accounts for 0.97% of the portfolio, ranked #30.

MassMutual Private Wealth & Trust first reported a position in PG in Q4 2013 and has held it in 50 quarters since. The position peaked at $50.2M in Q3 2024. 2,035 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • MassMutual Private Wealth & Trust held 254,820 shares of Procter & Gamble worth $37.4M as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 8,339 Procter & Gamble shares in Q2 2026, an estimated $1.21M.
  • Procter & Gamble made up 0.97% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #30 holding.
  • MassMutual Private Wealth & Trust first reported a position in Procter & Gamble in Q4 2013 and has held it in 50 quarters since.
  • MassMutual Private Wealth & Trust's Procter & Gamble position peaked at $50.2M in Q3 2024.
  • 2,035 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.