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Moment Partners’s Procter & Gamble PG Stock Holding History

Moment 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 		$481K Sell
3,280
-5
-0.2% -$728 0.09% 59
2026
Q1 		$474K Sell
3,285
-3
-0.1% -$455 0.08% 64
2025
Q4 		$471K Sell
3,288
-97
-3% -$14.3K 0.1% 61
2025
Q3 		$520K Buy
3,385
+91
+3% +$14.2K 0.09% 67
2025
Q2 		$525K Sell
3,294
-6
-0.2% -$979 0.1% 63
2025
Q1 		$562K Sell
3,300
-31
-0.9% -$5.19K 0.11% 57
2024
Q4 		$558K Buy
+3,331
New +$567K 0.11% 55

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
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
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

Moment Partners's PG Position: Q2 2026 in Review

Moment Partners reduced its Procter & Gamble (PG) stake by 0.15% in Q2 2026, selling an estimated $728 and leaving 3,280 shares worth $481K. The position accounts for 0.09% of the portfolio, ranked #59.

Moment Partners first reported a position in PG in Q4 2024 and has held it in 7 quarters since. The position peaked at $562K in Q1 2025. 1,982 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Moment Partners held 3,280 shares of Procter & Gamble worth $481K as of Q2 2026.
  • Moment Partners sold 5 Procter & Gamble shares in Q2 2026, an estimated $728.
  • Procter & Gamble made up 0.09% of Moment Partners's portfolio in Q2 2026, its #59 holding.
  • Moment Partners first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
  • Moment Partners's Procter & Gamble position peaked at $562K in Q1 2025.
  • 1,982 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Moment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.