Partners Wealth Management’s Procter & Gamble PG Stock Holding History

Partners Wealth 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	$847K	Buy	5,774 +1	+0%	+$146	0.83%	34
2026 Q1	$834K	Sell	5,773 -24	-0.4%	-$3.64K	0.86%	34
2025 Q4	$831K	Sell	5,797 -199	-3%	-$29.3K	0.87%	33
2025 Q3	$921K	Buy	5,996 +72	+1%	+$11.2K	0.91%	31
2025 Q2	$1.01M	Hold	5,924	–	–	1.15%	22
2025 Q1	$1.01M	Sell	5,924 -63	-1%	-$10.6K	1.14%	23
2024 Q4	$1M	Buy	+5,987	New	+$1.02M	1.14%	23

Other funds holding PG

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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 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

Partners Wealth Management's PG Position: Q2 2026 in Review

Partners Wealth Management increased its Procter & Gamble (PG) stake by 0.02% in Q2 2026, buying an estimated $146 and bringing the position to 5,774 shares worth $847K. The position accounts for 0.83% of the portfolio, ranked #34.

Partners Wealth Management first reported a position in PG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.01M in Q2 2025. 1,224 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Partners Wealth Management held 5,774 shares of Procter & Gamble worth $847K as of Q2 2026.
Partners Wealth Management bought 1 Procter & Gamble share in Q2 2026, an estimated $146.
Procter & Gamble made up 0.83% of Partners Wealth Management's portfolio in Q2 2026, its #34 holding.
Partners Wealth Management first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
Partners Wealth Management's Procter & Gamble position peaked at $1.01M in Q2 2025.
1,224 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Partners Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.