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GLOBALT Investments’s Procter & Gamble PG Stock Holding History

GLOBALT Investments’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 		$607K Sell
4,137
-842
-17% -$123K 0.02% 173
2026
Q1 		$719K Sell
4,979
-32,209
-87% -$4.88M 0.03% 159
2025
Q4 		$5.33M Sell
37,188
-2,167
-6% -$320K 0.19% 70
2025
Q3 		$6.05M Sell
39,355
-593
-1% -$92.6K 0.22% 63
2025
Q2 		$6.36M Sell
39,948
-2,711
-6% -$442K 0.24% 58
2025
Q1 		$7.27M Sell
42,659
-4,382
-9% -$734K 0.3% 49
2024
Q4 		$7.89M Sell
47,041
-1,834
-4% -$312K 0.3% 41
2024
Q3 		$8.47M Sell
48,875
-785
-2% -$133K 0.32% 34
2024
Q2 		$8.19M Sell
49,660
-448
-0.9% -$73.2K 0.33% 37
2024
Q1 		$8.13M Buy
50,108
+44,374
+774% +$6.96M 0.32% 38
2023
Q4 		$840K Buy
+5,734
New +$849K 0.03% 155

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

GLOBALT Investments's PG Position: Q2 2026 in Review

GLOBALT Investments reduced its Procter & Gamble (PG) stake by 17% in Q2 2026, selling an estimated $123K and leaving 4,137 shares worth $607K. The position accounts for 0.02% of the portfolio, ranked #173.

GLOBALT Investments first reported a position in PG in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.47M in Q3 2024. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • GLOBALT Investments held 4,137 shares of Procter & Gamble worth $607K as of Q2 2026.
  • GLOBALT Investments sold 842 Procter & Gamble shares in Q2 2026, an estimated $123K.
  • Procter & Gamble made up 0.02% of GLOBALT Investments's portfolio in Q2 2026, its #173 holding.
  • GLOBALT Investments first reported a position in Procter & Gamble in Q4 2023 and has held it in 11 quarters since.
  • GLOBALT Investments's Procter & Gamble position peaked at $8.47M in Q3 2024.
  • 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on GLOBALT Investments's 13F filing for Q2 2026, filed 11 Aug 2026.