Alpine Woods Capital Investors’s Procter & Gamble PG Stock Holding History

Alpine Woods Capital Investors’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 Q1	$1.93M	Buy	+13,379	New	+$2.03M	0.46%	64
2019 Q4	–	Sell	-16,253	Closed	-$2.02M	–	274
2019 Q3	$2.02M	Sell	16,253 -3,888	-19%	-$459K	0.37%	58
2019 Q2	$2.21M	Sell	20,141 -2,600	-11%	-$277K	0.46%	56
2019 Q1	$2.37M	Sell	22,741 -8,994	-28%	-$875K	0.52%	49
2018 Q4	$2.92M	Sell	31,735 -300	-0.9%	-$26.8K	0.7%	31
2018 Q3	$2.67M	Sell	32,035 -4	-0%	-$327	0.55%	49
2018 Q2	$2.5M	Sell	32,039 -3,400	-10%	-$256K	0.55%	51
2018 Q1	$2.81M	Sell	35,439 -295	-0.8%	-$24.6K	0.15%	153
2017 Q4	$3.28M	Sell	35,734 -602	-2%	-$54.1K	0.16%	149
2017 Q3	$3.31M	Buy	36,336 +7,600	+26%	+$692K	0.17%	144
2017 Q2	$2.5M	Buy	28,736 +500	+2%	+$44.1K	0.13%	155
2017 Q1	$2.54M	Sell	28,236 -600	-2%	-$53.2K	0.14%	160
2016 Q4	$2.42M	Sell	28,836 -100	-0.3%	-$8.52K	0.13%	165
2016 Q3	$2.6M	Sell	28,936 -100	-0.3%	-$8.69K	0.14%	156
2016 Q2	$2.46M	Sell	29,036 -2,900	-9%	-$238K	0.15%	153
2016 Q1	$2.63M	Sell	31,936 -5,200	-14%	-$419K	0.15%	143
2015 Q4	$2.95M	Buy	37,136 +3,400	+10%	+$260K	0.16%	144
2015 Q3	$2.43M	Buy	33,736 +200	+0.6%	+$15K	0.13%	163
2015 Q2	$2.62M	Buy	33,536 +2,900	+9%	+$233K	0.13%	162
2015 Q1	$2.51M	Sell	30,636 -850	-3%	-$73.1K	0.13%	168
2014 Q4	$2.87M	Buy	31,486 +300	+1%	+$26.4K	0.15%	152
2014 Q3	$2.61M	Hold	31,186	–	–	0.14%	153
2014 Q2	$2.45K	Buy	31,186 +100	+0.3%	+$8.06K	0.06%	147
2014 Q1	$2.51M	Sell	31,086 -400	-1%	-$31.5K	0.14%	136
2013 Q4	$2.56M	Buy	31,486 +6,150	+24%	+$501K	0.15%	133
2013 Q3	$1.92M	Buy	25,336 +100	+0.4%	+$7.96K	0.12%	145
2013 Q2	$1.94M	Buy	+25,236	New	+$1.98M	0.12%	128

Other funds holding PG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Alpine Woods Capital Investors's PG Position: Q1 2026 in Review

Alpine Woods Capital Investors opened a new position in Procter & Gamble (PG) in Q1 2026: 13,379 shares worth $1.93M. The stake represents 0.46% of the portfolio and ranks #64 among its holdings. This is a return to the name: Alpine Woods Capital Investors previously reported a position in PG as recently as Q3 2019.

Alpine Woods Capital Investors first reported a position in PG in Q2 2013 and has held it in 27 quarters since. The position peaked at $3.31M in Q3 2017. 3,991 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Alpine Woods Capital Investors held 13,379 shares of Procter & Gamble worth $1.93M as of Q1 2026.
Procter & Gamble was a new Alpine Woods Capital Investors position in Q1 2026.
Procter & Gamble made up 0.46% of Alpine Woods Capital Investors's portfolio in Q1 2026, its #64 holding.
Alpine Woods Capital Investors first reported a position in Procter & Gamble in Q2 2013 and has held it in 27 quarters since.
Alpine Woods Capital Investors's Procter & Gamble position peaked at $3.31M in Q3 2017.
3,991 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Alpine Woods Capital Investors's 13F filing for Q1 2026, filed 27 May 2026.