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Disciplined Investors’s Procter & Gamble PG Stock Holding History

Disciplined Investors’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 		$554K Sell
3,775
-197
-5% -$28.7K 0.28% 71
2026
Q1 		$574K Sell
3,972
-96
-2% -$14.6K 0.34% 62
2025
Q4 		$583K Sell
4,068
-3
-0.1% -$442 0.38% 60
2025
Q3 		$626K Buy
4,071
+22
+0.5% +$3.44K 0.45% 51
2025
Q2 		$645K Sell
4,049
-39
-1% -$6.37K 0.5% 51
2025
Q1 		$697K Buy
4,088
+135
+3% +$22.6K 0.63% 43
2024
Q4 		$628K Buy
+3,953
New +$673K 0.6% 45

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

Disciplined Investors's PG Position: Q2 2026 in Review

Disciplined Investors reduced its Procter & Gamble (PG) stake by 5% in Q2 2026, selling an estimated $28.7K and leaving 3,775 shares worth $554K. The position accounts for 0.28% of the portfolio, ranked #71.

Disciplined Investors first reported a position in PG in Q4 2024 and has held it in 7 quarters since. The position peaked at $697K in Q1 2025. 4,000 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Disciplined Investors held 3,775 shares of Procter & Gamble worth $554K as of Q2 2026.
  • Disciplined Investors sold 197 Procter & Gamble shares in Q2 2026, an estimated $28.7K.
  • Procter & Gamble made up 0.28% of Disciplined Investors's portfolio in Q2 2026, its #71 holding.
  • Disciplined Investors first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
  • Disciplined Investors's Procter & Gamble position peaked at $697K in Q1 2025.
  • 4,000 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Disciplined Investors's 13F filing for Q2 2026, filed 11 Aug 2026.