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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
2024
Q2 		– Hold
0
– -$243K – 593
2024
Q1 		– Hold
0
– – – 397
2023
Q4 		– Hold
0
– – – 377

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.