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Broadleaf Partners’s Procter & Gamble PG Stock Holding History

Broadleaf Partners’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 		$802K Sell
5,553
-3
-0.1% -$455 0.19% 49
2025
Q4 		$796K Hold
5,556
– – 0.17% 50
2025
Q3 		$854K Sell
5,556
-10
-0.2% -$1.56K 0.18% 48
2025
Q2 		$887K Sell
5,566
-25
-0.4% -$4.08K 0.2% 51
2025
Q1 		$953K Sell
5,591
-19
-0.3% -$3.18K 0.25% 50
2024
Q4 		$941K Sell
5,610
-847
-13% -$144K 0.22% 47
2024
Q3 		$1.12M Sell
6,457
-14
-0.2% -$2.38K 0.26% 45
2024
Q2 		$1.07M Sell
6,471
-5
-0.1% -$817 0.26% 41
2024
Q1 		$1.05M Hold
6,476
– – 0.27% 46
2023
Q4 		$949K Sell
6,476
-66
-1% -$9.78K 0.28% 47
2023
Q3 		$954K Hold
6,542
– – 0.32% 41
2023
Q2 		$993K Buy
6,542
+1,652
+34% +$249K 0.32% 43
2023
Q1 		$727K Hold
4,890
– – 0.26% 45
2022
Q4 		$741K Hold
4,890
– – 0.29% 43
2022
Q3 		$617K Buy
4,890
+823
+20% +$117K 0.26% 44
2022
Q2 		$585K Hold
4,067
– – 0.24% 44
2022
Q1 		$621K Sell
4,067
-74
-2% -$11.6K 0.21% 45
2021
Q4 		$677K Hold
4,141
– – 0.21% 47
2021
Q3 		$579K Hold
4,141
– – 0.19% 49
2021
Q2 		$559K Buy
4,141
+190
+5% +$25.7K 0.19% 50
2021
Q1 		$535K Sell
3,951
-23
-0.6% -$3K 0.2% 50
2020
Q4 		$553K Buy
3,974
+474
+14% +$66.2K 0.22% 47
2020
Q3 		$486K Hold
3,500
– – 0.21% 45
2020
Q2 		$418K Hold
3,500
– – 0.2% 47
2020
Q1 		$385K Hold
3,500
– – 0.25% 46
2019
Q4 		$437K Buy
3,500
+1,261
+56% +$154K 0.24% 47
2019
Q3 		$278K Buy
2,239
+240
+12% +$28.4K 0.17% 48
2019
Q2 		$219K Hold
1,999
– – 0.14% 52
2019
Q1 		$208K Buy
+1,999
New +$195K 0.15% 49

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

Broadleaf Partners's PG Position: Q1 2026 in Review

Broadleaf Partners reduced its Procter & Gamble (PG) stake by 0.05% in Q1 2026, selling an estimated $455 and leaving 5,553 shares worth $802K. The position accounts for 0.19% of the portfolio, ranked #49.

Broadleaf Partners first reported a position in PG in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.12M in Q3 2024. 3,990 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Broadleaf Partners held 5,553 shares of Procter & Gamble worth $802K as of Q1 2026.
  • Broadleaf Partners sold 3 Procter & Gamble shares in Q1 2026, an estimated $455.
  • Procter & Gamble made up 0.19% of Broadleaf Partners's portfolio in Q1 2026, its #49 holding.
  • Broadleaf Partners first reported a position in Procter & Gamble in Q1 2019 and has held it in 29 quarters since.
  • Broadleaf Partners's Procter & Gamble position peaked at $1.12M in Q3 2024.
  • 3,990 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Broadleaf Partners's 13F filing for Q1 2026, filed 14 May 2026.