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 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 $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

Custom Index Systems's PG Position: Q1 2026 in Review

Custom Index Systems reduced its Procter & Gamble (PG) stake by 9.7% in Q1 2026, selling an estimated $55.8K and leaving 3,414 shares worth $493K. The position accounts for 0.21% of the portfolio, ranked #128.

Custom Index Systems first reported a position in PG in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.46M in Q3 2025. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Custom Index Systems held 3,414 shares of Procter & Gamble worth $493K as of Q1 2026.
Custom Index Systems sold 368 Procter & Gamble shares in Q1 2026, an estimated $55.8K.
Procter & Gamble made up 0.21% of Custom Index Systems's portfolio in Q1 2026, its #128 holding.
Custom Index Systems first reported a position in Procter & Gamble in Q4 2023 and has held it in 10 quarters since.
Custom Index Systems's Procter & Gamble position peaked at $1.46M in Q3 2025.
3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Custom Index Systems's 13F filing for Q1 2026, filed 29 Apr 2026.