EIM
PG icon

Essex Investment Management’s Procter & Gamble PG Stock Holding History

Essex Investment 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
Q1 		$847K Sell
5,865
-3,567
-38% -$541K 0.13% 146
2025
Q4 		$1.35M Sell
9,432
-20
-0.2% -$2.95K 0.21% 133
2025
Q3 		$1.45M Hold
9,452
– – 0.22% 133
2025
Q2 		$1.51M Hold
9,452
– – 0.27% 126
2025
Q1 		$1.61M Buy
9,452
+3
+0% +$502 0.34% 123
2024
Q4 		$1.58M Hold
9,449
– – 0.28% 131
2024
Q3 		$1.64M Hold
9,449
– – 0.29% 127
2024
Q2 		$1.56M Sell
9,449
-2,614
-22% -$427K 0.29% 127
2024
Q1 		$1.96M Hold
12,063
– – 0.39% 106
2023
Q4 		$1.77M Sell
12,063
-1,500
-11% -$222K 0.35% 111
2023
Q3 		$1.98M Hold
13,563
– – 0.32% 103
2023
Q2 		$2.06M Hold
13,563
– – 0.29% 124
2023
Q1 		$2.02M Sell
13,563
-121
-0.9% -$17.3K 0.29% 111
2022
Q4 		$2.07M Hold
13,684
– – 0.32% 99
2022
Q3 		$1.73M Sell
13,684
-27
-0.2% -$3.83K 0.28% 114
2022
Q2 		$1.97M Hold
13,711
– – 0.32% 95
2022
Q1 		$2.1M Hold
13,711
– – 0.26% 119
2021
Q4 		$2.24M Hold
13,711
– – 0.26% 128
2021
Q3 		$1.92M Hold
13,711
– – 0.24% 146
2021
Q2 		$1.85M Sell
13,711
-2,454
-15% -$332K 0.22% 157
2021
Q1 		$2.19M Sell
16,165
-36
-0.2% -$4.7K 0.27% 126
2020
Q4 		$2.25M Sell
16,201
-36
-0.2% -$5.03K 0.28% 113
2020
Q3 		$2.26M Sell
16,237
-654
-4% -$86.8K 0.32% 91
2020
Q2 		$2.02M Sell
16,891
-62
-0.4% -$7.23K 0.33% 87
2020
Q1 		$1.86M Sell
16,953
-2,313
-12% -$278K 0.38% 73
2019
Q4 		$2.41M Hold
19,266
– – 0.3% 104
2019
Q3 		$2.4M Sell
19,266
-3,337
-15% -$394K 0.35% 79
2019
Q2 		$2.48M Hold
22,603
– – 0.34% 85
2019
Q1 		$2.35M Sell
22,603
-681
-3% -$66.3K 0.35% 86
2018
Q4 		$2.14M Sell
23,284
-264
-1% -$23.6K 0.34% 86
2018
Q3 		$1.96M Sell
23,548
-101
-0.4% -$8.26K 0.23% 136
2018
Q2 		$1.85M Sell
23,649
-40
-0.2% -$3.01K 0.23% 129
2018
Q1 		$1.88M Sell
23,689
-117
-0.5% -$9.76K 0.25% 121
2017
Q4 		$2.19M Sell
23,806
-502
-2% -$45.1K 0.29% 106
2017
Q3 		$2.21M Sell
24,308
-579
-2% -$52.7K 0.3% 99
2017
Q2 		$2.17M Sell
24,887
-97
-0.4% -$8.55K 0.31% 106
2017
Q1 		$2.25M Sell
24,984
-140
-0.6% -$12.4K 0.35% 74
2016
Q4 		$2.11M Sell
25,124
-38
-0.2% -$3.24K 0.35% 76
2016
Q3 		$2.26M Sell
25,162
-30
-0.1% -$2.61K 0.36% 68
2016
Q2 		$2.13M Sell
25,192
-261
-1% -$21.4K 0.36% 76
2016
Q1 		$2.1M Sell
25,453
-813
-3% -$65.5K 0.36% 65
2015
Q4 		$2.09M Sell
26,266
-411
-2% -$31.4K 0.33% 69
2015
Q3 		$1.92M Hold
26,677
– – 0.32% 71
2015
Q2 		$2.09M Sell
26,677
-1,026
-4% -$82.6K 0.32% 82
2015
Q1 		$2.27M Sell
27,703
-295
-1% -$25.4K 0.32% 83
2014
Q4 		$2.55M Hold
27,998
– – 0.37% 72
2014
Q3 		$2.35M Buy
27,998
+224
+0.8% +$18.4K 0.36% 79
2014
Q2 		$2.18M Sell
27,774
-43
-0.2% -$3.47K 0.32% 96
2014
Q1 		$2.24M Buy
27,817
+3,607
+15% +$284K 0.33% 100
2013
Q4 		$1.97M Buy
24,210
+40
+0.2% +$3.26K 0.28% 104
2013
Q3 		$1.83M Hold
24,170
– – 0.28% 101
2013
Q2 		$1.86M Buy
+24,170
New +$1.9M 0.33% 95

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T 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

Essex Investment Management's PG Position: Q1 2026 in Review

Essex Investment Management reduced its Procter & Gamble (PG) stake by 38% in Q1 2026, selling an estimated $541K and leaving 5,865 shares worth $847K. The position accounts for 0.13% of the portfolio, ranked #146.

Essex Investment Management first reported a position in PG in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.55M in Q4 2014. 3,998 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Essex Investment Management held 5,865 shares of Procter & Gamble worth $847K as of Q1 2026.
  • Essex Investment Management sold 3,567 Procter & Gamble shares in Q1 2026, an estimated $541K.
  • Procter & Gamble made up 0.13% of Essex Investment Management's portfolio in Q1 2026, its #146 holding.
  • Essex Investment Management first reported a position in Procter & Gamble in Q2 2013 and has held it in 52 quarters since.
  • Essex Investment Management's Procter & Gamble position peaked at $2.55M in Q4 2014.
  • 3,998 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Essex Investment Management's 13F filing for Q1 2026, filed 11 May 2026.