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Robertson Stephens Wealth Management’s Procter & Gamble PG Stock Holding History

Robertson Stephens 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 		$2.94M Sell
20,021
-1,307
-6% -$190K 0.07% 177
2026
Q1 		$3.08M Buy
21,328
+1,574
+8% +$239K 0.09% 163
2025
Q4 		$2.83M Buy
19,754
+2,793
+16% +$412K 0.07% 174
2025
Q3 		$2.61M Buy
16,961
+2,178
+15% +$340K 0.08% 159
2025
Q2 		$2.36M Sell
14,783
-919
-6% -$150K 0.07% 172
2025
Q1 		$2.68M Sell
15,702
-1,032
-6% -$173K 0.09% 163
2024
Q4 		$2.81M Buy
16,734
+444
+3% +$75.6K 0.1% 165
2024
Q3 		$2.82M Buy
16,290
+158
+1% +$26.8K 0.1% 160
2024
Q2 		$2.66M Buy
16,132
+794
+5% +$130K 0.13% 123
2024
Q1 		$2.49M Sell
15,338
-10,722
-41% -$1.68M 0.13% 134
2023
Q4 		$3.82M Sell
26,060
-22,677
-47% -$3.36M 0.23% 80
2023
Q3 		$7.11M Buy
48,737
+1,744
+4% +$266K 0.48% 42
2023
Q2 		$7.13M Buy
46,993
+32,259
+219% +$4.86M 0.5% 40
2023
Q1 		$2.19M Buy
14,734
+764
+5% +$109K 0.17% 114
2022
Q4 		$2.12M Buy
13,970
+2,354
+20% +$330K 0.21% 102
2022
Q3 		$1.47M Sell
11,616
-509
-4% -$72.3K 0.15% 117
2022
Q2 		$1.74M Buy
12,125
+257
+2% +$38.6K 0.16% 111
2022
Q1 		$1.81M Buy
11,868
+1,693
+17% +$265K 0.15% 121
2021
Q4 		$1.66M Buy
10,175
+2,128
+26% +$316K 0.14% 130
2021
Q3 		$1.12M Sell
8,047
-441
-5% -$62.5K 0.13% 108
2021
Q2 		$1.15M Buy
8,488
+318
+4% +$43K 0.14% 110
2021
Q1 		$1.11M Buy
8,170
+2,983
+58% +$389K 0.18% 96
2020
Q4 		$721K Sell
5,187
-137
-3% -$19.1K 0.15% 110
2020
Q3 		$739K Buy
5,324
+1,006
+23% +$134K 0.18% 105
2020
Q2 		$516K Buy
4,318
+168
+4% +$19.6K 0.15% 106
2020
Q1 		$457K Buy
4,150
+1,850
+80% +$222K 0.16% 109
2019
Q4 		$287K Buy
2,300
+200
+10% +$24.5K 0.14% 88
2019
Q3 		$261K Buy
+2,100
New +$248K 0.13% 106

Other funds holding PG

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robertson Stephens Wealth Management's PG Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Procter & Gamble (PG) stake by 6.1% in Q2 2026, selling an estimated $190K and leaving 20,021 shares worth $2.94M. The position accounts for 0.07% of the portfolio, ranked #177.

Robertson Stephens Wealth Management first reported a position in PG in Q3 2019 and has held it in 28 quarters since. The position peaked at $7.13M in Q2 2023. 1,923 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Robertson Stephens Wealth Management held 20,021 shares of Procter & Gamble worth $2.94M as of Q2 2026.
  • Robertson Stephens Wealth Management sold 1,307 Procter & Gamble shares in Q2 2026, an estimated $190K.
  • Procter & Gamble made up 0.07% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #177 holding.
  • Robertson Stephens Wealth Management first reported a position in Procter & Gamble in Q3 2019 and has held it in 28 quarters since.
  • Robertson Stephens Wealth Management's Procter & Gamble position peaked at $7.13M in Q2 2023.
  • 1,923 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.