Bellevue Group’s Procter & Gamble PG Stock Holding History

Bellevue Group’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	$563K	Hold	3,900	–	–	0.01%	110
2025 Q4	$559K	Buy	+3,900	New	+$575K	0.01%	130

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

Bellevue Group's PG Position: Q1 2026 in Review

Bellevue Group held its Procter & Gamble (PG) position steady in Q1 2026 at 3,900 shares worth $563K. The position accounts for 0.01% of the portfolio, ranked #110.

Bellevue Group first reported a position in PG in Q4 2025 and has held it in 2 quarters since. 3,987 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Bellevue Group held 3,900 shares of Procter & Gamble worth $563K as of Q1 2026.
Bellevue Group left its Procter & Gamble share count unchanged in Q1 2026.
Procter & Gamble made up 0.01% of Bellevue Group's portfolio in Q1 2026, its #110 holding.
Bellevue Group first reported a position in Procter & Gamble in Q4 2025 and has held it in 2 quarters since.
3,987 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Bellevue Group's 13F filing for Q1 2026, filed 15 May 2026.