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Catherine Avery Investment Management’s Procter & Gamble PG Stock Holding History

Catherine Avery Investment Management’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 		$16K Hold
109
– – 0.01% 100
2026
Q1 		$15.7K Hold
109
– – 0.01% 81
2025
Q4 		$15.6K Hold
109
– – 0.01% 88
2025
Q3 		$16.7K Hold
109
– – 0.01% 90
2025
Q2 		$17.4K Hold
109
– – 0.01% 88
2025
Q1 		$18.6K Sell
109
-100
-48% -$16.7K 0.02% 83
2024
Q4 		$35K Buy
+209
New +$35.6K 0.03% 67

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

Catherine Avery Investment Management's PG Position: Q2 2026 in Review

Catherine Avery Investment Management held its Procter & Gamble (PG) position steady in Q2 2026 at 109 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #100.

Catherine Avery Investment Management first reported a position in PG in Q4 2024 and has held it in 7 quarters since. The position peaked at $35K in Q4 2024. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Catherine Avery Investment Management held 109 shares of Procter & Gamble worth $16K as of Q2 2026.
  • Catherine Avery Investment Management left its Procter & Gamble share count unchanged in Q2 2026.
  • Procter & Gamble made up 0.01% of Catherine Avery Investment Management's portfolio in Q2 2026, its #100 holding.
  • Catherine Avery Investment Management first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
  • Catherine Avery Investment Management's Procter & Gamble position peaked at $35K in Q4 2024.
  • 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Catherine Avery Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.