Platform Technology Partners
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Platform Technology Partners’s Procter & Gamble PG Stock Holding History

Platform Technology 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
Q3 		$3.22M Sell
22,148
-1,024
-4% -$150K 0.51% 42
2026
Q2 		$3.4M Buy
23,172
+2,365
+11% +$344K 0.56% 44
2026
Q1 		$3.01M Buy
20,807
+2,786
+15% +$422K 0.58% 42
2025
Q4 		$2.58M Buy
18,021
+287
+2% +$42.3K 0.55% 43
2025
Q3 		$2.72M Buy
17,734
+689
+4% +$108K 0.65% 36
2025
Q2 		$2.72M Buy
17,045
+220
+1% +$35.9K 0.71% 31
2025
Q1 		$2.87M Buy
16,825
+1,561
+10% +$261K 0.83% 28
2024
Q4 		$2.56M Buy
15,264
+59
+0.4% +$10K 0.78% 33
2024
Q3 		$2.63M Sell
15,205
-65
-0.4% -$11K 0.83% 31
2024
Q2 		$2.52M Buy
+15,270
New +$2.5M 0.87% 26
2023
Q4 		$2.12M Buy
13,514
+688
+5% +$102K 0.83% 31
2023
Q3 		$1.87M Buy
12,826
+355
+3% +$54.2K 0.88% 30
2023
Q2 		$1.85M Buy
12,471
+146
+1% +$22K 0.87% 29
2023
Q1 		$1.83M Buy
12,325
+93
+0.8% +$13.3K 0.91% 27
2022
Q4 		$1.85M Sell
12,232
-542
-4% -$76K 0.96% 25
2022
Q3 		$1.61M Buy
12,774
+480
+4% +$68.2K 0.92% 29
2022
Q2 		$1.77M Buy
12,294
+368
+3% +$55.3K 0.97% 27
2022
Q1 		$1.82M Buy
11,926
+246
+2% +$38.5K 0.88% 25
2021
Q4 		$1.91M Buy
11,680
+84
+0.7% +$12.5K 0.84% 24
2021
Q3 		$1.62M Sell
11,596
-405
-3% -$57.4K 0.74% 29
2021
Q2 		$1.62M Buy
+12,001
New +$1.62M 0.67% 36
2020
Q4 		$1.48M Buy
10,600
+425
+4% +$59.4K 0.72% 30
2020
Q3 		$1.41M Buy
10,175
+172
+2% +$22.8K 0.87% 20
2020
Q2 		$1.2M Sell
10,003
-167
-2% -$19.5K 0.84% 25
2020
Q1 		$1.12M Buy
10,170
+3,082
+43% +$370K 1.02% 20
2019
Q4 		$885K Buy
+7,088
New +$867K 0.67% 38

Other funds holding PG

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Yacktman Asset Management
Yacktman Asset Management Austin, Texas $8.38B AUM 19.52% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Platform Technology Partners's PG Position: Q3 2026 in Review

Platform Technology Partners reduced its Procter & Gamble (PG) stake by 4.4% in Q3 2026, selling an estimated $150K and leaving 22,148 shares worth $3.22M. The position accounts for 0.51% of the portfolio, ranked #42.

Platform Technology Partners first reported a position in PG in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.4M in Q2 2026. 1,909 funds tracked by Wall St. Rank hold PG as of Q3 2026.

  • Platform Technology Partners held 22,148 shares of Procter & Gamble worth $3.22M as of Q3 2026.
  • Platform Technology Partners sold 1,024 Procter & Gamble shares in Q3 2026, an estimated $150K.
  • Procter & Gamble made up 0.51% of Platform Technology Partners's portfolio in Q3 2026, its #42 holding.
  • Platform Technology Partners first reported a position in Procter & Gamble in Q4 2019 and has held it in 26 quarters since.
  • Platform Technology Partners's Procter & Gamble position peaked at $3.4M in Q2 2026.
  • 1,909 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on Platform Technology Partners's 13F filing for Q3 2026, filed 2 Nov 2026.