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 Q2	$704K	Sell	4,798 -46	-0.9%	-$6.7K	0.23%	23
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 $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

Bull Oak Capital's PG Position: Q2 2026 in Review

Bull Oak Capital reduced its Procter & Gamble (PG) stake by 0.95% in Q2 2026, selling an estimated $6.7K and leaving 4,798 shares worth $704K. The position accounts for 0.23% of the portfolio, ranked #23.

Bull Oak Capital first reported a position in PG in Q4 2025 and has held it in 3 quarters since. 4,035 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Bull Oak Capital held 4,798 shares of Procter & Gamble worth $704K as of Q2 2026.
Bull Oak Capital sold 46 Procter & Gamble shares in Q2 2026, an estimated $6.7K.
Procter & Gamble made up 0.23% of Bull Oak Capital's portfolio in Q2 2026, its #23 holding.
Bull Oak Capital first reported a position in Procter & Gamble in Q4 2025 and has held it in 3 quarters since.
4,035 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Bull Oak Capital's 13F filing for Q2 2026, filed 10 Aug 2026.