DBRC
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D.B. Root & Company’s Procter & Gamble PG Stock Holding History

D.B. Root & Company’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 		$541K Buy
3,747
+451
+14% +$68.4K 0.13% 109
2025
Q4 		$472K Buy
3,296
+184
+6% +$27.1K 0.12% 111
2025
Q3 		$478K Sell
3,112
-113
-4% -$17.6K 0.12% 110
2025
Q2 		$514K Sell
3,225
-360
-10% -$58.8K 0.15% 102
2025
Q1 		$611K Buy
3,585
+6
+0.2% +$1K 0.2% 86
2024
Q4 		$600K Buy
3,579
+235
+7% +$40K 0.19% 88
2024
Q3 		$579K Buy
3,344
+264
+9% +$44.8K 0.19% 89
2024
Q2 		$508K Buy
3,080
+1,123
+57% +$184K 0.17% 106
2024
Q1 		$318K Buy
+1,957
New +$307K 0.11% 147
2022
Q2 		– Sell
-1,443
Closed -$220K – 183
2022
Q1 		$220K Hold
1,443
– – 0.08% 175
2021
Q4 		$236K Hold
1,443
– – 0.09% 177
2021
Q3 		$201K Sell
1,443
-479
-25% -$67.9K 0.08% 189
2021
Q2 		$259K Buy
+1,922
New +$260K 0.1% 183
2021
Q1 		– Sell
-1,452
Closed -$202K – 212
2020
Q4 		$202K Sell
1,452
-5
-0.3% -$699 0.08% 195
2020
Q3 		$202K Buy
+1,457
New +$193K 0.08% 196

Other funds holding PG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

D.B. Root & Company's PG Position: Q1 2026 in Review

D.B. Root & Company increased its Procter & Gamble (PG) stake by 14% in Q1 2026, buying an estimated $68.4K and bringing the position to 3,747 shares worth $541K. The position accounts for 0.13% of the portfolio, ranked #109.

D.B. Root & Company first reported a position in PG in Q3 2020 and has held it in 15 quarters since. The position peaked at $611K in Q1 2025. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • D.B. Root & Company held 3,747 shares of Procter & Gamble worth $541K as of Q1 2026.
  • D.B. Root & Company bought 451 Procter & Gamble shares in Q1 2026, an estimated $68.4K.
  • Procter & Gamble made up 0.13% of D.B. Root & Company's portfolio in Q1 2026, its #109 holding.
  • D.B. Root & Company first reported a position in Procter & Gamble in Q3 2020 and has held it in 15 quarters since.
  • D.B. Root & Company's Procter & Gamble position peaked at $611K in Q1 2025.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on D.B. Root & Company's 13F filing for Q1 2026, filed 13 May 2026.