Alpha Family Trust’s Procter & Gamble PG Stock Holding History

Alpha Family Trust’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	–	Sell	-2,265	Closed	-$327K	–	218
2026 Q1	$327K	Hold	2,265	–	–	0.16%	122
2025 Q4	$325K	Hold	2,265	–	–	0.15%	124
2025 Q3	$348K	Sell	2,265 -1,425	-39%	-$223K	0.16%	111
2025 Q2	$588K	Sell	3,690 -1,515	-29%	-$247K	0.29%	64
2025 Q1	$887K	Buy	5,205 +2,940	+130%	+$492K	0.52%	41
2024 Q4	$380K	Hold	2,265	–	–	0.21%	78
2024 Q3	$392K	Sell	2,265 -450	-17%	-$76.4K	0.22%	80
2024 Q2	$448K	Buy	2,715 +450	+20%	+$73.6K	0.26%	64
2024 Q1	$367K	Hold	2,265	–	–	0.22%	82
2023 Q4	$332K	Sell	2,265 -1,035	-31%	-$153K	0.22%	86
2023 Q3	$481K	Hold	3,300	–	–	0.37%	56
2023 Q2	$501K	Sell	3,300 -480	-13%	-$72.3K	0.35%	48
2023 Q1	$562K	Buy	3,780 +1,380	+58%	+$197K	0.45%	44
2022 Q4	$364K	Sell	2,400 -355	-13%	-$49.8K	0.33%	66
2022 Q3	$348K	Sell	2,755 -545	-17%	-$77.4K	0.26%	26
2022 Q2	$475K	Buy	+3,300	New	+$496K	0.3%	24

Other funds holding PG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Alpha Family Trust's PG Position: Q2 2026 in Review

Alpha Family Trust sold out of Procter & Gamble (PG) in Q2 2026, closing a stake of 2,265 shares — an estimated $327K sold.

Alpha Family Trust first reported a position in PG in Q2 2022 and held it in 16 quarters. The position peaked at $887K in Q1 2025. 4,029 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Alpha Family Trust reported no remaining Procter & Gamble position as of Q2 2026 after selling out during the quarter.
Alpha Family Trust sold 2,265 Procter & Gamble shares in Q2 2026, an estimated $327K.
Alpha Family Trust first reported a position in Procter & Gamble in Q2 2022 and held it in 16 quarters.
Alpha Family Trust's Procter & Gamble position peaked at $887K in Q1 2025.
4,029 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Alpha Family Trust's 13F filing for Q2 2026, filed 10 Aug 2026.