Premier Path Wealth Partners’s Procter & Gamble PG Stock Holding History

Premier Path Wealth 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	$1.21M	Buy	8,286 +507	+7%	+$73.8K	0.14%	143
2026 Q1	$1.12M	Buy	7,779 +617	+9%	+$93.5K	0.15%	142
2025 Q4	$1.03M	Sell	7,162 -1,146	-14%	-$169K	0.13%	154
2025 Q3	$1.28M	Sell	8,308 -1,094	-12%	-$171K	0.16%	134
2025 Q2	$1.5M	Sell	9,402 -282	-3%	-$46K	0.21%	112
2025 Q1	$1.65M	Sell	9,684 -381	-4%	-$63.8K	0.26%	93
2024 Q4	$1.69M	Buy	10,065 +298	+3%	+$50.8K	0.26%	90
2024 Q3	$1.69M	Sell	9,767 -276	-3%	-$46.9K	0.27%	90
2024 Q2	$1.66M	Buy	10,043 +721	+8%	+$118K	0.28%	88
2024 Q1	$1.51M	Sell	9,322 -595	-6%	-$93.3K	0.28%	91
2023 Q4	$1.44M	Buy	+9,917	New	+$1.47M	0.32%	77

Other funds holding PG

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Premier Path Wealth Partners's PG Position: Q2 2026 in Review

Premier Path Wealth Partners increased its Procter & Gamble (PG) stake by 6.5% in Q2 2026, buying an estimated $73.8K and bringing the position to 8,286 shares worth $1.21M. The position accounts for 0.14% of the portfolio, ranked #143.

Premier Path Wealth Partners first reported a position in PG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.69M in Q3 2024. 1,863 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Premier Path Wealth Partners held 8,286 shares of Procter & Gamble worth $1.21M as of Q2 2026.
Premier Path Wealth Partners bought 507 Procter & Gamble shares in Q2 2026, an estimated $73.8K.
Procter & Gamble made up 0.14% of Premier Path Wealth Partners's portfolio in Q2 2026, its #143 holding.
Premier Path Wealth Partners first reported a position in Procter & Gamble in Q4 2023 and has held it in 11 quarters since.
Premier Path Wealth Partners's Procter & Gamble position peaked at $1.69M in Q3 2024.
1,863 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

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