BPC
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Bearing Point Capital’s Procter & Gamble PG Stock Holding History

Bearing Point Capital’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 		$492K Sell
3,403
-640
-16% -$97K 0.08% 136
2025
Q4 		$579K Buy
4,043
+487
+14% +$71.8K 0.09% 132
2025
Q3 		$546K Hold
3,556
– – 0.09% 121
2025
Q2 		$567K Buy
3,556
+232
+7% +$37.9K 0.1% 115
2025
Q1 		$566K Sell
3,324
-148
-4% -$24.8K 0.12% 115
2024
Q4 		$582K Buy
+3,472
New +$591K 0.12% 112

Other funds holding PG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bearing Point Capital's PG Position: Q1 2026 in Review

Bearing Point Capital reduced its Procter & Gamble (PG) stake by 16% in Q1 2026, selling an estimated $97K and leaving 3,403 shares worth $492K. The position accounts for 0.08% of the portfolio, ranked #136.

Bearing Point Capital first reported a position in PG in Q4 2024 and has held it in 6 quarters since. The position peaked at $582K in Q4 2024. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Bearing Point Capital held 3,403 shares of Procter & Gamble worth $492K as of Q1 2026.
  • Bearing Point Capital sold 640 Procter & Gamble shares in Q1 2026, an estimated $97K.
  • Procter & Gamble made up 0.08% of Bearing Point Capital's portfolio in Q1 2026, its #136 holding.
  • Bearing Point Capital first reported a position in Procter & Gamble in Q4 2024 and has held it in 6 quarters since.
  • Bearing Point Capital's Procter & Gamble position peaked at $582K in Q4 2024.
  • 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Bearing Point Capital's 13F filing for Q1 2026, filed 7 May 2026.