Bruce G. Allen Investments’s Procter & Gamble PG Stock Holding History

Bruce G. Allen Investments’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	$800K	Sell	5,456 -195	-3%	-$28.4K	0.51%	23
2026 Q1	$816K	Buy	5,651 +85	+2%	+$12.9K	0.53%	20
2025 Q4	$798K	Sell	5,566 -16	-0.3%	-$2.36K	0.54%	19
2025 Q3	$858K	Sell	5,582 -33	-0.6%	-$5.15K	0.61%	19
2025 Q2	$895K	Buy	5,615 +51	+0.9%	+$8.32K	0.68%	17
2025 Q1	$948K	Sell	5,564 -66	-1%	-$11.1K	0.75%	15
2024 Q4	$944K	Sell	5,630 -7	-0.1%	-$1.19K	0.77%	15
2024 Q3	$976K	Sell	5,637 -218	-4%	-$37K	0.76%	19
2024 Q2	$966K	Sell	5,855 -15	-0.3%	-$2.45K	0.81%	16
2024 Q1	$952K	Buy	5,870 +31	+0.5%	+$4.86K	0.78%	17
2023 Q4	$856K	Buy	+5,839	New	+$865K	0.78%	19

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 $3.37T AUM 44.26% 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

Bruce G. Allen Investments's PG Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its Procter & Gamble (PG) stake by 3.5% in Q2 2026, selling an estimated $28.4K and leaving 5,456 shares worth $800K. The position accounts for 0.51% of the portfolio, ranked #23.

Bruce G. Allen Investments first reported a position in PG in Q4 2023 and has held it in 11 quarters since. The position peaked at $976K in Q3 2024. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Bruce G. Allen Investments held 5,456 shares of Procter & Gamble worth $800K as of Q2 2026.
Bruce G. Allen Investments sold 195 Procter & Gamble shares in Q2 2026, an estimated $28.4K.
Procter & Gamble made up 0.51% of Bruce G. Allen Investments's portfolio in Q2 2026, its #23 holding.
Bruce G. Allen Investments first reported a position in Procter & Gamble in Q4 2023 and has held it in 11 quarters since.
Bruce G. Allen Investments's Procter & Gamble position peaked at $976K in Q3 2024.
4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.