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

Revolve 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 		$842K Buy
5,745
+138
+2% +$20.1K 0.09% 124
2026
Q1 		$810K Buy
5,607
+97
+2% +$14.7K 0.11% 95
2025
Q4 		$790K Sell
5,510
-372
-6% -$54.9K 0.09% 101
2025
Q3 		$904K Sell
5,882
-95
-2% -$14.8K 0.11% 93
2025
Q2 		$952K Sell
5,977
-570
-9% -$93K 0.12% 88
2025
Q1 		$1.12M Buy
6,547
+377
+6% +$63.1K 0.16% 76
2024
Q4 		$1.03M Sell
6,170
-883
-13% -$150K 0.15% 76
2024
Q3 		$1.22M Buy
7,053
+478
+7% +$81.1K 0.19% 64
2024
Q2 		$1.08M Buy
6,575
+88
+1% +$14.4K 0.18% 65
2024
Q1 		$1.05M Buy
6,487
+148
+2% +$23.2K 0.18% 65
2023
Q4 		$929K Sell
6,339
-408
-6% -$60.4K 0.18% 64
2023
Q3 		$984K Buy
6,747
+145
+2% +$22.1K 0.23% 60
2023
Q2 		$1M Sell
6,602
-48
-0.7% -$7.24K 0.23% 59
2023
Q1 		$989K Buy
6,650
+361
+6% +$51.6K 0.25% 58
2022
Q4 		$953K Buy
6,289
+53
+0.8% +$7.43K 0.27% 59
2022
Q3 		$787K Buy
6,236
+40
+0.6% +$5.68K 0.26% 57
2022
Q2 		$891K Sell
6,196
-104
-2% -$15.6K 0.29% 54
2022
Q1 		$963K Buy
6,300
+300
+5% +$46.9K 0.28% 52
2021
Q4 		$982K Buy
+6,000
New +$891K 0.28% 58

Other funds holding PG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 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
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $1.6B AUM 23.66% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.03B AUM 4.23% 1-Year Est. Return