Bull Oak Capital’s Procter & Gamble PG Stock Holding History

Bull Oak Capital’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	$700K	Buy	4,844 +2,800	+137%	+$424K	0.27%	20
2025 Q4	$293K	Buy	+2,044	New	+$301K	0.12%	28

Other funds holding PG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bull Oak Capital's PG Position: Q1 2026 in Review

Bull Oak Capital increased its Procter & Gamble (PG) stake by 137% in Q1 2026, buying an estimated $424K and bringing the position to 4,844 shares worth $700K. The position accounts for 0.27% of the portfolio, ranked #20.

Bull Oak Capital first reported a position in PG in Q4 2025 and has held it in 2 quarters since. 3,987 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Bull Oak Capital held 4,844 shares of Procter & Gamble worth $700K as of Q1 2026.
Bull Oak Capital bought 2,800 Procter & Gamble shares in Q1 2026, an estimated $424K.
Procter & Gamble made up 0.27% of Bull Oak Capital's portfolio in Q1 2026, its #20 holding.
Bull Oak Capital first reported a position in Procter & Gamble in Q4 2025 and has held it in 2 quarters since.
3,987 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Bull Oak Capital's 13F filing for Q1 2026, filed 11 May 2026.