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SteelPeak Wealth’s Procter & Gamble PG Stock Holding History

SteelPeak Wealth’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 		$13.7M Buy
93,581
+26,458
+39% +$3.85M 0.36% 59
2026
Q1 		$9.7M Buy
67,123
+30,054
+81% +$4.56M 0.3% 81
2025
Q4 		$5.31M Sell
37,069
-39,687
-52% -$5.85M 0.17% 100
2025
Q3 		$11.8M Buy
76,756
+4,132
+6% +$645K 0.39% 58
2025
Q2 		$11.6M Sell
72,624
-3,938
-5% -$643K 0.45% 54
2025
Q1 		$13M Buy
76,562
+8,911
+13% +$1.49M 0.54% 38
2024
Q4 		$11.3M Sell
67,651
-6,296
-9% -$1.07M 0.46% 45
2024
Q3 		$12.8M Buy
73,947
+28,541
+63% +$4.85M 0.56% 42
2024
Q2 		$7.49M Buy
45,406
+1,649
+4% +$270K 0.35% 64
2024
Q1 		$7.1M Sell
43,757
-26,462
-38% -$4.15M 0.36% 64
2023
Q4 		$10.3M Buy
70,219
+24,107
+52% +$3.57M 0.6% 40
2023
Q3 		$6.73M Sell
46,112
-45,799
-50% -$7M 0.42% 62
2023
Q2 		$13.9M Sell
91,911
-8,935
-9% -$1.35M 0.83% 31
2023
Q1 		$15M Buy
100,846
+74,008
+276% +$10.6M 1.02% 25
2022
Q4 		$4.07M Sell
26,838
-60,207
-69% -$8.44M 0.3% 75
2022
Q3 		$11M Buy
87,045
+64,347
+283% +$9.14M 0.82% 35
2022
Q2 		$3.26M Sell
22,698
-53,176
-70% -$7.99M 0.23% 83
2022
Q1 		$11.6M Buy
75,874
+27,148
+56% +$4.25M 0.66% 34
2021
Q4 		$7.97M Buy
48,726
+2,048
+4% +$304K 0.45% 54
2021
Q3 		$6.53M Buy
46,678
+30,867
+195% +$4.38M 0.43% 65
2021
Q2 		$2.13M Sell
15,811
-1,159
-7% -$157K 0.15% 110
2021
Q1 		$2.3M Buy
16,970
+115
+0.7% +$15K 0.18% 96
2020
Q4 		$2.35M Buy
16,855
+1,288
+8% +$180K 0.21% 91
2020
Q3 		$2.16M Sell
15,567
-91
-0.6% -$12.1K 0.23% 87
2020
Q2 		$1.87M Sell
15,658
-34,452
-69% -$4.02M 0.24% 85
2020
Q1 		$5.51M Sell
50,110
-2,999
-6% -$360K 0.87% 29
2019
Q4 		$6.63M Buy
+53,109
New +$6.5M 0.91% 28

Other funds holding PG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SteelPeak Wealth's PG Position: Q2 2026 in Review

SteelPeak Wealth increased its Procter & Gamble (PG) stake by 39% in Q2 2026, buying an estimated $3.85M and bringing the position to 93,581 shares worth $13.7M. The position accounts for 0.36% of the portfolio, ranked #59.

SteelPeak Wealth first reported a position in PG in Q4 2019 and has held it in 27 quarters since. The position peaked at $15M in Q1 2023. 1,371 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • SteelPeak Wealth held 93,581 shares of Procter & Gamble worth $13.7M as of Q2 2026.
  • SteelPeak Wealth bought 26,458 Procter & Gamble shares in Q2 2026, an estimated $3.85M.
  • Procter & Gamble made up 0.36% of SteelPeak Wealth's portfolio in Q2 2026, its #59 holding.
  • SteelPeak Wealth first reported a position in Procter & Gamble in Q4 2019 and has held it in 27 quarters since.
  • SteelPeak Wealth's Procter & Gamble position peaked at $15M in Q1 2023.
  • 1,371 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.