Custom Index Systems’s Procter & Gamble PG Stock Holding History

Custom Index Systems’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	$391K	Sell	2,664 -750	-22%	-$109K	0.14%	177
2026 Q1	$493K	Sell	3,414 -368	-10%	-$55.8K	0.21%	128
2025 Q4	$542K	Sell	3,782 -5,702	-60%	-$841K	0.24%	123
2025 Q3	$1.46M	Buy	9,484 +2,024	+27%	+$316K	0.43%	66
2025 Q2	$1.19M	Buy	7,460 +5,835	+359%	+$952K	0.57%	40
2025 Q1	$277K	Sell	1,625 -1,004	-38%	-$168K	0.14%	217
2024 Q4	$441K	Sell	2,629 -34	-1%	-$5.79K	0.24%	119
2024 Q3	$461K	Sell	2,663 -997	-27%	-$169K	0.25%	121
2024 Q2	$604K	Sell	3,660 -298	-8%	-$48.7K	0.35%	62
2024 Q1	$642K	Buy	3,958 +1,312	+50%	+$206K	0.37%	62
2023 Q4	$388K	Buy	+2,646	New	+$392K	0.24%	118

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

Custom Index Systems's PG Position: Q2 2026 in Review

Custom Index Systems reduced its Procter & Gamble (PG) stake by 22% in Q2 2026, selling an estimated $109K and leaving 2,664 shares worth $391K. The position accounts for 0.14% of the portfolio, ranked #177.

Custom Index Systems first reported a position in PG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.46M in Q3 2025. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Custom Index Systems held 2,664 shares of Procter & Gamble worth $391K as of Q2 2026.
Custom Index Systems sold 750 Procter & Gamble shares in Q2 2026, an estimated $109K.
Procter & Gamble made up 0.14% of Custom Index Systems's portfolio in Q2 2026, its #177 holding.
Custom Index Systems first reported a position in Procter & Gamble in Q4 2023 and has held it in 11 quarters since.
Custom Index Systems's Procter & Gamble position peaked at $1.46M in Q3 2025.
4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.