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Gallagher Capital Advisors’s Procter & Gamble PG Stock Holding History

Gallagher Capital Advisors’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 		$210K Buy
1,434
+11
+0.8% +$1.6K 0.12% 70
2026
Q1 		$206K Buy
1,423
+9
+0.6% +$1.36K 0.14% 64
2025
Q4 		$203K Sell
1,414
-148
-9% -$21.8K 0.13% 66
2025
Q3 		$208K Sell
1,562
-86
-5% -$13.4K 0.12% 66
2025
Q2 		$260K Buy
1,648
+11
+0.7% +$1.79K 0.21% 54
2025
Q1 		$279K Buy
1,637
+10
+0.6% +$1.68K 0.21% 55
2024
Q4 		$273K Buy
+1,627
New +$277K 0.2% 54

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

Gallagher Capital Advisors's PG Position: Q2 2026 in Review

Gallagher Capital Advisors increased its Procter & Gamble (PG) stake by 0.77% in Q2 2026, buying an estimated $1.6K and bringing the position to 1,434 shares worth $210K. The position accounts for 0.12% of the portfolio, ranked #70.

Gallagher Capital Advisors first reported a position in PG in Q4 2024 and has held it in 7 quarters since. The position peaked at $279K in Q1 2025. 4,033 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Gallagher Capital Advisors held 1,434 shares of Procter & Gamble worth $210K as of Q2 2026.
  • Gallagher Capital Advisors bought 11 Procter & Gamble shares in Q2 2026, an estimated $1.6K.
  • Procter & Gamble made up 0.12% of Gallagher Capital Advisors's portfolio in Q2 2026, its #70 holding.
  • Gallagher Capital Advisors first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
  • Gallagher Capital Advisors's Procter & Gamble position peaked at $279K in Q1 2025.
  • 4,033 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Gallagher Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.