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 New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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. 3,999 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.
3,999 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.