McCarter Private Wealth Services’s Procter & Gamble PG Stock Holding History

McCarter Private Wealth Services’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 Q3	$3.89M	Sell	26,799 -1	-0%	-$147	1.32%	26
2026 Q2	$3.93M	Buy	26,800 +171	+0.6%	+$24.9K	1.36%	25
2026 Q1	$3.85M	Buy	26,629 +313	+1%	+$47.5K	1.67%	17
2025 Q4	$3.77M	Buy	26,316 +950	+4%	+$140K	1.7%	17
2025 Q3	$3.9M	Buy	25,366 +80	+0.3%	+$12.5K	2%	14
2025 Q2	$4.03M	Buy	25,286 +430	+2%	+$70.2K	2.3%	11
2025 Q1	$4.24M	Buy	24,856 +35	+0.1%	+$5.86K	2.77%	10
2024 Q4	$4.16M	Hold	24,821	–	–	2.64%	11
2024 Q3	$4.3M	Buy	+24,821	New	+$4.21M	2.72%	11

Other funds holding PG

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

McCarter Private Wealth Services's PG Position: Q3 2026 in Review

McCarter Private Wealth Services reduced its Procter & Gamble (PG) stake by 0% in Q3 2026, selling an estimated $147 and leaving 26,799 shares worth $3.89M. The position accounts for 1.32% of the portfolio, ranked #26.

McCarter Private Wealth Services first reported a position in PG in Q3 2024 and has held it in 9 quarters since. The position peaked at $4.3M in Q3 2024. 1,321 funds tracked by Wall St. Rank hold PG as of Q3 2026.

McCarter Private Wealth Services held 26,799 shares of Procter & Gamble worth $3.89M as of Q3 2026.
McCarter Private Wealth Services sold 1 Procter & Gamble share in Q3 2026, an estimated $147.
Procter & Gamble made up 1.32% of McCarter Private Wealth Services's portfolio in Q3 2026, its #26 holding.
McCarter Private Wealth Services first reported a position in Procter & Gamble in Q3 2024 and has held it in 9 quarters since.
McCarter Private Wealth Services's Procter & Gamble position peaked at $4.3M in Q3 2024.
1,321 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on McCarter Private Wealth Services's 13F filing for Q3 2026, filed 22 Oct 2026.