Unique Wealth
PG icon

Unique Wealth’s Procter & Gamble PG Stock Holding History

Unique 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
Q3 		$370K Buy
2,544
+24
+1% +$3.52K 0.04% 167
2026
Q2 		$370K Buy
2,520
+71
+3% +$10.3K 0.04% 164
2026
Q1 		$354K Buy
2,449
+101
+4% +$15.3K 0.05% 148
2025
Q4 		$337K Buy
2,348
+225
+11% +$33.2K 0.05% 147
2025
Q3 		$326K Buy
2,123
+5
+0.2% +$781 0.05% 144
2025
Q2 		$337K Sell
2,118
-23
-1% -$3.75K 0.05% 134
2025
Q1 		$365K Buy
2,141
+61
+3% +$10.2K 0.07% 118
2024
Q4 		$349K Sell
2,080
-3
-0.1% -$511 0.07% 107
2024
Q3 		$361K Hold
2,083
– – 0.08% 90
2024
Q2 		$344K Buy
2,083
+35
+2% +$5.72K 0.09% 71
2024
Q1 		$332K Buy
2,048
+15
+0.7% +$2.35K 0.09% 69
2023
Q4 		$298K Sell
2,033
-255
-11% -$37.8K 0.1% 64
2023
Q3 		$334K Sell
2,288
-10
-0.4% -$1.53K 0.14% 65
2023
Q2 		$349K Buy
2,298
+51
+2% +$7.69K 0.15% 54
2023
Q1 		$334K Sell
2,247
-20
-0.9% -$2.86K 0.16% 40
2022
Q4 		$344K Buy
+2,267
New +$318K 0.18% 39

Other funds holding PG

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Unique Wealth's PG Position: Q3 2026 in Review

Unique Wealth increased its Procter & Gamble (PG) stake by 0.95% in Q3 2026, buying an estimated $3.52K and bringing the position to 2,544 shares worth $370K. The position accounts for 0.04% of the portfolio, ranked #167.

Unique Wealth first reported a position in PG in Q4 2022 and has held it in 16 quarters since. 1,684 funds tracked by Wall St. Rank hold PG as of Q3 2026.

  • Unique Wealth held 2,544 shares of Procter & Gamble worth $370K as of Q3 2026.
  • Unique Wealth bought 24 Procter & Gamble shares in Q3 2026, an estimated $3.52K.
  • Procter & Gamble made up 0.04% of Unique Wealth's portfolio in Q3 2026, its #167 holding.
  • Unique Wealth first reported a position in Procter & Gamble in Q4 2022 and has held it in 16 quarters since.
  • 1,684 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on Unique Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.