Convergence Investment Partners’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $442K | Sell |
3,058
-119
| -4% | -$18K | 0.07% | 209 |
|
|
2025
Q4 | $455K | Sell |
3,177
-148
| -4% | -$21.8K | 0.09% | 209 |
|
|
2025
Q3 | $511K | Buy |
3,325
+1
| +0% | +$156 | 0.11% | 204 |
|
|
2025
Q2 | $530K | Sell |
3,324
-177
| -5% | -$28.9K | 0.13% | 185 |
|
|
2025
Q1 | $597K | Sell |
3,501
-7,228
| -67% | -$1.21M | 0.17% | 180 |
|
|
2024
Q4 | $1.8M | Sell |
10,729
-328
| -3% | -$55.9K | 0.4% | 78 |
|
|
2024
Q3 | $1.92M | Buy |
11,057
+229
| +2% | +$38.9K | 0.52% | 59 |
|
|
2024
Q2 | $1.79M | Buy |
10,828
+3,311
| +44% | +$541K | 0.52% | 51 |
|
|
2024
Q1 | $1.22M | Buy |
7,517
+1,521
| +25% | +$239K | 0.47% | 69 |
|
|
2023
Q4 | $879K | Buy |
5,996
+90
| +2% | +$13.3K | 0.46% | 76 |
|
|
2023
Q3 | $861K | Buy |
5,906
+604
| +11% | +$92.3K | 0.51% | 70 |
|
|
2023
Q2 | $805K | Sell |
5,302
-251
| -5% | -$37.8K | 0.46% | 74 |
|
|
2023
Q1 | $826K | Buy |
5,553
+78
| +1% | +$11.2K | 0.49% | 73 |
|
|
2022
Q4 | $830K | Buy |
5,475
+444
| +9% | +$62.2K | 0.49% | 70 |
|
|
2022
Q3 | $635K | Sell |
5,031
-1,634
| -25% | -$232K | 0.41% | 80 |
|
|
2022
Q2 | $958K | Sell |
6,665
-11,255
| -63% | -$1.69M | 0.58% | 66 |
|
|
2022
Q1 | $2.74M | Sell |
17,920
-1,842
| -9% | -$288K | 1.41% | 15 |
|
|
2021
Q4 | $3.23M | Sell |
19,762
-351
| -2% | -$52.1K | 1.65% | 6 |
|
|
2021
Q3 | $2.81M | Buy |
20,113
+3,332
| +20% | +$472K | 1.51% | 9 |
|
|
2021
Q2 | $2.26M | Buy |
16,781
+3,780
| +29% | +$511K | 0.97% | 28 |
|
|
2021
Q1 | $1.76M | Sell |
13,001
-2,562
| -16% | -$334K | 0.81% | 45 |
|
|
2020
Q4 | $2.17M | Sell |
15,563
-7,042
| -31% | -$984K | 1.09% | 23 |
|
|
2020
Q3 | $3.14M | Sell |
22,605
-7,545
| -25% | -$1M | 1.09% | 17 |
|
|
2020
Q2 | $3.6M | Buy |
30,150
+2,857
| +10% | +$333K | 1.24% | 14 |
|
|
2020
Q1 | $3M | Sell |
27,293
-3,129
| -10% | -$376K | 1.31% | 15 |
|
|
2019
Q4 | $3.8M | Sell |
30,422
-760
| -2% | -$93K | 1.08% | 22 |
|
|
2019
Q3 | $3.88M | Sell |
31,182
-5,155
| -14% | -$609K | 1.08% | 20 |
|
|
2019
Q2 | $3.98M | Sell |
36,337
-7,216
| -17% | -$769K | 0.96% | 24 |
|
|
2019
Q1 | $4.53M | Buy |
43,553
+21,227
| +95% | +$2.07M | 0.99% | 19 |
|
|
2018
Q4 | $2.05M | Buy |
22,326
+595
| +3% | +$53.2K | 0.47% | 70 |
|
|
2018
Q3 | $1.81M | Buy |
21,731
+1,226
| +6% | +$100K | 0.37% | 101 |
|
|
2018
Q2 | $1.6M | Buy |
20,505
+7,361
| +56% | +$554K | 0.22% | 140 |
|
|
2018
Q1 | $1.04M | Sell |
13,144
-154
| -1% | -$12.8K | 0.14% | 223 |
|
|
2017
Q4 | $1.22M | Sell |
13,298
-6
| -0% | -$540 | 0.16% | 218 |
|
|
2017
Q3 | $1.21M | Sell |
13,304
-12,948
| -49% | -$1.18M | 0.17% | 217 |
|
|
2017
Q2 | $2.29M | Buy |
26,252
+1,899
| +8% | +$167K | 0.33% | 111 |
|
|
2017
Q1 | $2.19M | Sell |
24,353
-49,237
| -67% | -$4.37M | 0.31% | 123 |
|
|
2016
Q4 | $6.19M | Buy |
73,590
+16,022
| +28% | +$1.37M | 0.85% | 13 |
|
|
2016
Q3 | $5.17M | Sell |
57,568
-12,286
| -18% | -$1.07M | 0.76% | 17 |
|
|
2016
Q2 | $5.92M | Sell |
69,854
-4,809
| -6% | -$395K | 0.81% | 16 |
|
|
2016
Q1 | $6.15M | Buy |
74,663
+48,800
| +189% | +$3.93M | 0.73% | 22 |
|
|
2015
Q4 | $2.05M | Buy |
25,863
+4,942
| +24% | +$378K | 0.23% | 159 |
|
|
2015
Q3 | $1.5M | Sell |
20,921
-5,080
| -20% | -$381K | 0.17% | 191 |
|
|
2015
Q2 | $2.03M | Sell |
26,001
-20,228
| -44% | -$1.63M | 0.2% | 170 |
|
|
2015
Q1 | $3.79M | Buy |
46,229
+13,893
| +43% | +$1.19M | 0.53% | 49 |
|
|
2014
Q4 | $2.95M | Sell |
32,336
-3,354
| -9% | -$295K | 0.39% | 84 |
|
|
2014
Q3 | $2.99M | Buy |
35,690
+21,131
| +145% | +$1.73M | 0.41% | 73 |
|
|
2014
Q2 | $1.14M | Buy |
+14,559
| New | +$1.17M | 0.15% | 207 |
|
|
2014
Q1 | – | Sell |
-13,837
| Closed | -$1.13M | – | 419 |
|
|
2013
Q4 | $1.13M | Buy |
13,837
+1,314
| +10% | +$107K | 0.18% | 158 |
|
|
2013
Q3 | $947K | Sell |
12,523
-14,661
| -54% | -$1.17M | 0.2% | 155 |
|
|
2013
Q2 | $2.09M | Buy |
+27,184
| New | +$2.13M | 0.54% | 44 |
|
Other funds holding PG
VCM
VPM
Convergence Investment Partners's PG Position: Q1 2026 in Review
Convergence Investment Partners reduced its Procter & Gamble (PG) stake by 3.7% in Q1 2026, selling an estimated $18K and leaving 3,058 shares worth $442K. The position accounts for 0.07% of the portfolio, ranked #209.
Convergence Investment Partners first reported a position in PG in Q2 2013 and has held it in 51 quarters since. The position peaked at $6.19M in Q4 2016. 3,987 funds tracked by Wall St. Rank hold PG as of Q1 2026.
- Convergence Investment Partners held 3,058 shares of Procter & Gamble worth $442K as of Q1 2026.
- Convergence Investment Partners sold 119 Procter & Gamble shares in Q1 2026, an estimated $18K.
- Procter & Gamble made up 0.07% of Convergence Investment Partners's portfolio in Q1 2026, its #209 holding.
- Convergence Investment Partners first reported a position in Procter & Gamble in Q2 2013 and has held it in 51 quarters since.
- Convergence Investment Partners's Procter & Gamble position peaked at $6.19M in Q4 2016.
- 3,987 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.
Based on Convergence Investment Partners's 13F filing for Q1 2026, filed 7 May 2026.