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Baker Avenue Asset Management’s Procter & Gamble PG Stock Holding History

Baker Avenue Asset Management’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
2024
Q2 		– Sell
-10,000
Closed -$1.62K – 405
2024
Q1 		$1.62K Buy
+10,000
New +$1.57M ﹤0.01% 372

Other funds holding PG

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Baker Avenue Asset Management's PG Position: Q2 2026 in Review

Baker Avenue Asset Management increased its Procter & Gamble (PG) stake by 22% in Q2 2026, buying an estimated $328K and bringing the position to 12,721 shares worth $1.87M. The position accounts for 0.04% of the portfolio, ranked #231.

Baker Avenue Asset Management first reported a position in PG in Q1 2018 and has held it in 26 quarters since. The position peaked at $1.92M in Q3 2024. 2,684 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Baker Avenue Asset Management held 12,721 shares of Procter & Gamble worth $1.87M as of Q2 2026.
  • Baker Avenue Asset Management bought 2,255 Procter & Gamble shares in Q2 2026, an estimated $328K.
  • Procter & Gamble made up 0.04% of Baker Avenue Asset Management's portfolio in Q2 2026, its #231 holding.
  • Baker Avenue Asset Management first reported a position in Procter & Gamble in Q1 2018 and has held it in 26 quarters since.
  • Baker Avenue Asset Management's Procter & Gamble position peaked at $1.92M in Q3 2024.
  • 2,684 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.