EPM
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Elm Partners Management’s Procter & Gamble PG Stock Holding History

Elm Partners Management’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 		$451K Buy
3,074
+9
+0.3% +$1.31K 0.02% 110
2026
Q1 		$444K Buy
3,065
+155
+5% +$23.5K 0.02% 103
2025
Q4 		$417K Sell
2,910
-46
-2% -$6.78K 0.02% 106
2025
Q3 		$454K Buy
+2,956
New +$462K 0.02% 99

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

Elm Partners Management's PG Position: Q2 2026 in Review

Elm Partners Management increased its Procter & Gamble (PG) stake by 0.29% in Q2 2026, buying an estimated $1.31K and bringing the position to 3,074 shares worth $451K. The position accounts for 0.02% of the portfolio, ranked #110.

Elm Partners Management first reported a position in PG in Q3 2025 and has held it in 4 quarters since. The position peaked at $454K in Q3 2025. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Elm Partners Management held 3,074 shares of Procter & Gamble worth $451K as of Q2 2026.
  • Elm Partners Management bought 9 Procter & Gamble shares in Q2 2026, an estimated $1.31K.
  • Procter & Gamble made up 0.02% of Elm Partners Management's portfolio in Q2 2026, its #110 holding.
  • Elm Partners Management first reported a position in Procter & Gamble in Q3 2025 and has held it in 4 quarters since.
  • Elm Partners Management's Procter & Gamble position peaked at $454K in Q3 2025.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Elm Partners Management's 13F filing for Q2 2026, filed 28 Jul 2026.