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 Q2	–	Sell	-3,900	Closed	-$563K	–	165
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Bellevue Group's PG Position: Q2 2026 in Review

Bellevue Group sold out of Procter & Gamble (PG) in Q2 2026, closing a stake of 3,900 shares — an estimated $563K sold.

Bellevue Group first reported a position in PG in Q4 2025 and held it in 2 quarters. The position peaked at $563K in Q1 2026. 4,041 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Bellevue Group reported no remaining Procter & Gamble position as of Q2 2026 after selling out during the quarter.
Bellevue Group sold 3,900 Procter & Gamble shares in Q2 2026, an estimated $563K.
Bellevue Group first reported a position in Procter & Gamble in Q4 2025 and held it in 2 quarters.
Bellevue Group's Procter & Gamble position peaked at $563K in Q1 2026.
4,041 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Bellevue Group's 13F filing for Q2 2026, filed 14 Aug 2026.