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Birch Capital Management’s Procter & Gamble PG Stock Holding History

Birch Capital 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
2026
Q2 		$80.7K Hold
550
– – 0.04% 71
2026
Q1 		$79.4K Hold
550
– – 0.04% 67
2025
Q4 		$78.8K Hold
550
– – 0.04% 68
2025
Q3 		$84.5K Hold
550
– – 0.04% 68
2025
Q2 		$87.6K Hold
550
– – 0.04% 70
2025
Q1 		$93.7K Hold
550
– – 0.05% 68
2024
Q4 		$92.2K Buy
+550
New +$93.7K 0.05% 68

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Birch Capital Management's PG Position: Q2 2026 in Review

Birch Capital Management held its Procter & Gamble (PG) position steady in Q2 2026 at 550 shares worth $80.7K. The position accounts for 0.04% of the portfolio, ranked #71.

Birch Capital Management first reported a position in PG in Q4 2024 and has held it in 7 quarters since. The position peaked at $93.7K in Q1 2025. 4,028 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Birch Capital Management held 550 shares of Procter & Gamble worth $80.7K as of Q2 2026.
  • Birch Capital Management left its Procter & Gamble share count unchanged in Q2 2026.
  • Procter & Gamble made up 0.04% of Birch Capital Management's portfolio in Q2 2026, its #71 holding.
  • Birch Capital Management first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
  • Birch Capital Management's Procter & Gamble position peaked at $93.7K in Q1 2025.
  • 4,028 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Birch Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.