Evelyn Partners Investment Management (Europe)’s Procter & Gamble PG Stock Holding History

Evelyn Partners Investment Management (Europe)’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	$620K	Sell	4,295 -351	-8%	-$53.2K	0.21%	56
2025 Q4	$666K	Sell	4,646 -384	-8%	-$56.6K	0.22%	54
2025 Q3	$773K	Sell	5,030 -251	-5%	-$39.2K	0.27%	46
2025 Q2	$841K	Sell	5,281 -310	-6%	-$50.6K	0.3%	48
2025 Q1	$953K	Sell	5,591 -980	-15%	-$164K	0.36%	47
2024 Q4	$1.1M	Buy	+6,571	New	+$1.12M	0.4%	44

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

Evelyn Partners Investment Management (Europe)'s PG Position: Q1 2026 in Review

Evelyn Partners Investment Management (Europe) reduced its Procter & Gamble (PG) stake by 7.6% in Q1 2026, selling an estimated $53.2K and leaving 4,295 shares worth $620K. The position accounts for 0.21% of the portfolio, ranked #56.

Evelyn Partners Investment Management (Europe) first reported a position in PG in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.1M in Q4 2024. 4,001 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Evelyn Partners Investment Management (Europe) held 4,295 shares of Procter & Gamble worth $620K as of Q1 2026.
Evelyn Partners Investment Management (Europe) sold 351 Procter & Gamble shares in Q1 2026, an estimated $53.2K.
Procter & Gamble made up 0.21% of Evelyn Partners Investment Management (Europe)'s portfolio in Q1 2026, its #56 holding.
Evelyn Partners Investment Management (Europe) first reported a position in Procter & Gamble in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Investment Management (Europe)'s Procter & Gamble position peaked at $1.1M in Q4 2024.
4,001 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Evelyn Partners Investment Management (Europe)'s 13F filing for Q1 2026, filed 15 May 2026.