MCM
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Morton Capital Management’s Procter & Gamble PG Stock Holding History

Morton Capital 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 		$3.32M Sell
22,608
-485
-2% -$70.6K 0.45% 23
2026
Q1 		$3.34M Buy
23,093
+1,110
+5% +$168K 0.5% 20
2025
Q4 		$3.15M Buy
21,983
+25
+0.1% +$3.69K 0.48% 22
2025
Q3 		$3.37M Sell
21,958
-464
-2% -$72.5K 0.55% 21
2025
Q2 		$3.57M Sell
22,422
-673
-3% -$110K 0.63% 19
2025
Q1 		$3.94M Buy
23,095
+15,580
+207% +$2.61M 0.76% 15
2024
Q4 		$1.26M Sell
7,515
-598
-7% -$102K 0.24% 41
2024
Q3 		$1.41M Buy
8,113
+1,332
+20% +$226K 0.28% 33
2024
Q2 		$1.12M Buy
6,781
+582
+9% +$95.1K 0.27% 32
2024
Q1 		$1.01M Sell
6,199
-207
-3% -$32.5K 0.27% 36
2023
Q4 		$939K Buy
6,406
+12
+0.2% +$1.78K 0.28% 36
2023
Q3 		$933K Buy
6,394
+59
+0.9% +$9.01K 0.33% 31
2023
Q2 		$961K Buy
6,335
+148
+2% +$22.3K 0.33% 33
2023
Q1 		$920K Hold
6,187
– – 0.33% 32
2022
Q4 		$938K Hold
6,187
– – 0.37% 29
2022
Q3 		$781K Hold
6,187
– – 0.36% 28
2022
Q2 		$890K Sell
6,187
-9
-0.1% -$1.35K 0.39% 28
2022
Q1 		$947K Buy
6,196
+9
+0.1% +$1.41K 0.39% 23
2021
Q4 		$1.01M Buy
+6,187
New +$919K 0.41% 27

Other funds holding PG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Morton Capital Management's PG Position: Q2 2026 in Review

Morton Capital Management reduced its Procter & Gamble (PG) stake by 2.1% in Q2 2026, selling an estimated $70.6K and leaving 22,608 shares worth $3.32M. The position accounts for 0.45% of the portfolio, ranked #23.

Morton Capital Management first reported a position in PG in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.94M in Q1 2025. 1,233 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Morton Capital Management held 22,608 shares of Procter & Gamble worth $3.32M as of Q2 2026.
  • Morton Capital Management sold 485 Procter & Gamble shares in Q2 2026, an estimated $70.6K.
  • Procter & Gamble made up 0.45% of Morton Capital Management's portfolio in Q2 2026, its #23 holding.
  • Morton Capital Management first reported a position in Procter & Gamble in Q4 2021 and has held it in 19 quarters since.
  • Morton Capital Management's Procter & Gamble position peaked at $3.94M in Q1 2025.
  • 1,233 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.