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Waterfront Wealth’s Procter & Gamble PG Stock Holding History

Waterfront 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 		$1.67M Buy
11,328
+662
+6% +$96.4K 0.26% 110
2026
Q1 		$1.54M Buy
10,666
+105
+1% +$15.9K 0.28% 111
2025
Q4 		$1.58M Buy
10,561
+101
+1% +$14.9K 0.3% 101
2025
Q3 		$1.59M Buy
10,460
+8,759
+515% +$1.37M 0.33% 90
2025
Q2 		$271K Buy
1,701
+38
+2% +$6.2K 0.06% 234
2025
Q1 		$283K Sell
1,663
-151
-8% -$25.3K 0.07% 220
2024
Q4 		$304K Sell
1,814
-85
-4% -$14.5K 0.07% 217
2024
Q3 		$320K Buy
1,899
+172
+10% +$29.2K 0.08% 212
2024
Q2 		$285K Sell
1,727
-242
-12% -$39.6K 0.08% 207
2024
Q1 		$321K Sell
1,969
-380
-16% -$59.6K 0.09% 194
2023
Q4 		$344K Sell
2,349
-39
-2% -$5.78K 0.1% 183
2023
Q3 		$354K Buy
2,388
+13
+0.5% +$1.99K 0.12% 180
2023
Q2 		$363K Buy
2,375
+1
+0% +$151 0.11% 185
2023
Q1 		$353K Sell
2,374
-8
-0.3% -$1.14K 0.12% 188
2022
Q4 		$335K Sell
2,382
-1
-0% -$140 0.12% 191
2022
Q3 		$316K Buy
2,383
+639
+37% +$90.8K 0.12% 188
2022
Q2 		$251K Buy
1,744
+257
+17% +$38.6K 0.1% 202
2022
Q1 		$237K Hold
1,487
– – 0.08% 220
2021
Q4 		$243K Buy
+1,487
New +$221K 0.1% 196

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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Waterfront Wealth's PG Position: Q2 2026 in Review

Waterfront Wealth increased its Procter & Gamble (PG) stake by 6.2% in Q2 2026, buying an estimated $96.4K and bringing the position to 11,328 shares worth $1.67M. The position accounts for 0.26% of the portfolio, ranked #110.

Waterfront Wealth first reported a position in PG in Q4 2021 and has held it in 19 quarters since. 1,863 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Waterfront Wealth held 11,328 shares of Procter & Gamble worth $1.67M as of Q2 2026.
  • Waterfront Wealth bought 662 Procter & Gamble shares in Q2 2026, an estimated $96.4K.
  • Procter & Gamble made up 0.26% of Waterfront Wealth's portfolio in Q2 2026, its #110 holding.
  • Waterfront Wealth first reported a position in Procter & Gamble in Q4 2021 and has held it in 19 quarters since.
  • 1,863 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.