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Brookwood Investment Group’s Procter & Gamble PG Stock Holding History

Brookwood Investment 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 		$824K Buy
5,621
+1,100
+24% +$160K 0.09% 216
2026
Q1 		$653K Sell
4,521
-815
-15% -$124K 0.08% 233
2025
Q4 		$765K Sell
5,336
-633
-11% -$93.3K 0.09% 205
2025
Q3 		$917K Buy
5,969
+299
+5% +$46.7K 0.12% 162
2025
Q2 		$903K Sell
5,670
-5,626
-50% -$918K 0.15% 146
2025
Q1 		$1.93M Buy
+11,296
New +$1.89M 0.33% 53

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

Brookwood Investment Group's PG Position: Q2 2026 in Review

Brookwood Investment Group increased its Procter & Gamble (PG) stake by 24% in Q2 2026, buying an estimated $160K and bringing the position to 5,621 shares worth $824K. The position accounts for 0.09% of the portfolio, ranked #216.

Brookwood Investment Group first reported a position in PG in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.93M in Q1 2025. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Brookwood Investment Group held 5,621 shares of Procter & Gamble worth $824K as of Q2 2026.
  • Brookwood Investment Group bought 1,100 Procter & Gamble shares in Q2 2026, an estimated $160K.
  • Procter & Gamble made up 0.09% of Brookwood Investment Group's portfolio in Q2 2026, its #216 holding.
  • Brookwood Investment Group first reported a position in Procter & Gamble in Q1 2025 and has held it in 6 quarters since.
  • Brookwood Investment Group's Procter & Gamble position peaked at $1.93M in Q1 2025.
  • 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.