3IP
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3Chopt Investment Partners’s Procter & Gamble PG Stock Holding History

3Chopt Investment Partners’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 		$2.51M Buy
17,097
+984
+6% +$143K 0.47% 45
2026
Q1 		$2.33M Sell
16,113
-580
-3% -$87.9K 0.53% 48
2025
Q4 		$2.39M Sell
16,693
-433
-3% -$63.8K 0.54% 45
2025
Q3 		$2.63M Sell
17,126
-1,331
-7% -$208K 0.6% 39
2025
Q2 		$2.94M Sell
18,457
-420
-2% -$68.6K 0.71% 31
2025
Q1 		$3.22M Sell
18,877
-393
-2% -$65.8K 0.84% 29
2024
Q4 		$3.23M Buy
19,270
+1,060
+6% +$181K 1.11% 28
2024
Q3 		$3.15M Sell
18,210
-15
-0.1% -$2.55K 1.13% 26
2024
Q2 		$3.01M Buy
18,225
+253
+1% +$41.4K 0.92% 24
2024
Q1 		$2.92M Sell
17,972
-1,531
-8% -$240K 1.2% 23
2023
Q4 		$2.86M Buy
19,503
+580
+3% +$85.9K 1.05% 17
2023
Q3 		$2.76M Buy
18,923
+1,086
+6% +$166K 1.63% 14
2023
Q2 		$2.71M Buy
17,837
+3
+0% +$452 1.35% 16
2023
Q1 		$2.65M Buy
17,834
+1,611
+10% +$230K 1.41% 15
2022
Q4 		$2.46M Buy
+16,223
New +$2.27M 1.34% 20

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

3Chopt Investment Partners's PG Position: Q2 2026 in Review

3Chopt Investment Partners increased its Procter & Gamble (PG) stake by 6.1% in Q2 2026, buying an estimated $143K and bringing the position to 17,097 shares worth $2.51M. The position accounts for 0.47% of the portfolio, ranked #45.

3Chopt Investment Partners first reported a position in PG in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.23M in Q4 2024. 1,982 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • 3Chopt Investment Partners held 17,097 shares of Procter & Gamble worth $2.51M as of Q2 2026.
  • 3Chopt Investment Partners bought 984 Procter & Gamble shares in Q2 2026, an estimated $143K.
  • Procter & Gamble made up 0.47% of 3Chopt Investment Partners's portfolio in Q2 2026, its #45 holding.
  • 3Chopt Investment Partners first reported a position in Procter & Gamble in Q4 2022 and has held it in 15 quarters since.
  • 3Chopt Investment Partners's Procter & Gamble position peaked at $3.23M in Q4 2024.
  • 1,982 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.