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

Partnership 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
Q3 		$884K Buy
6,084
+6
+0.1% +$879 0.63% 32
2026
Q2 		$891K Sell
6,078
-93
-2% -$13.5K 0.6% 32
2026
Q1 		$891K Buy
6,171
+5
+0.1% +$758 0.68% 31
2025
Q4 		$884K Buy
6,166
+6
+0.1% +$885 0.64% 32
2025
Q3 		$946K Sell
6,160
-563
-8% -$87.9K 0.73% 31
2025
Q2 		$1.07M Buy
6,723
+9
+0.1% +$1.47K 0.87% 32
2025
Q1 		$1.14M Buy
6,714
+9
+0.1% +$1.51K 0.97% 24
2024
Q4 		$1.12M Sell
6,705
-41
-0.6% -$6.98K 0.94% 28
2024
Q3 		$1.17M Buy
6,746
+8
+0.1% +$1.36K 0.83% 22
2024
Q2 		$1.11M Buy
6,738
+207
+3% +$33.8K 0.82% 32
2024
Q1 		$1.06M Sell
6,531
-80
-1% -$12.5K 0.74% 38
2023
Q4 		$1.04M Buy
+6,611
New +$979K 0.78% 36

Other funds holding PG

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Partnership Wealth Management's PG Position: Q3 2026 in Review

Partnership Wealth Management increased its Procter & Gamble (PG) stake by 0.1% in Q3 2026, buying an estimated $879 and bringing the position to 6,084 shares worth $884K. The position accounts for 0.63% of the portfolio, ranked #32.

Partnership Wealth Management first reported a position in PG in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.17M in Q3 2024. 215 funds tracked by Wall St. Rank hold PG as of Q3 2026.

  • Partnership Wealth Management held 6,084 shares of Procter & Gamble worth $884K as of Q3 2026.
  • Partnership Wealth Management bought 6 Procter & Gamble shares in Q3 2026, an estimated $879.
  • Procter & Gamble made up 0.63% of Partnership Wealth Management's portfolio in Q3 2026, its #32 holding.
  • Partnership Wealth Management first reported a position in Procter & Gamble in Q4 2023 and has held it in 12 quarters since.
  • Partnership Wealth Management's Procter & Gamble position peaked at $1.17M in Q3 2024.
  • 215 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on Partnership Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.