Bartlett & CO. Wealth Management Trims Stake in Procter & Gamble

The institutional investor reduced its holdings in the consumer goods giant by 2.2% during the fourth quarter.

Apr. 11, 2026 at 7:25am

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Bartlett & CO. Wealth Management LLC, a major institutional investor, trimmed its stake in Procter & Gamble Company (The) (NYSE:PG) by 2.2% during the fourth quarter, according to a recent disclosure with the Securities and Exchange Commission. The firm now owns 1,059,662 shares of the company's stock, valued at $151,860,000.

Why it matters

Procter & Gamble is one of the world's largest consumer goods companies, with a diverse portfolio of household and personal care brands. Tracking institutional ownership and trading activity can provide insights into market sentiment and potential future performance of the stock.

The details

According to the filing, Bartlett & CO. Wealth Management sold 23,704 shares of Procter & Gamble during the fourth quarter. The firm's holdings now make up about 2.0% of its total investment portfolio, making PG the 11th largest position. Other notable institutional investors in Procter & Gamble include Legacy Trust, Trilogy Capital Inc., Pinnacle Bancorp Inc., and Kennebec Savings Bank.

  • The trades were made during the fourth quarter of 2025.
  • Bartlett & CO. Wealth Management filed the disclosure on April 11, 2026.

The players

Bartlett & CO. Wealth Management LLC

A major institutional investment firm that manages over $151 million in Procter & Gamble shares.

Procter & Gamble Company (The)

A multinational consumer goods company headquartered in Cincinnati, Ohio, known for its diverse portfolio of household and personal care brands.

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The takeaway

This filing highlights the ongoing interest and activity around Procter & Gamble shares among major institutional investors, even as the company navigates a competitive consumer goods landscape. Tracking ownership changes can provide valuable insights into market sentiment and potential future performance of the stock.