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

Groesbeck 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 Q2	$19K	Buy	128 +1	+0.8%	+$146	0.03%	88
2026 Q1	$18K	Hold	127	–	–	0.04%	86
2025 Q4	$18K	Buy	+127	New	+$18.7K	0.03%	87
2013 Q4	–	Sell	-30,928	Closed	-$2.34M	–	83
2013 Q3	$2.34M	Sell	30,928 -127	-0.4%	-$10.1K	1.01%	43
2013 Q2	$2.39M	Buy	+31,055	New	+$2.44M	1.01%	44

Other funds holding PG

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Groesbeck Investment Management's PG Position: Q2 2026 in Review

Groesbeck Investment Management increased its Procter & Gamble (PG) stake by 0.79% in Q2 2026, buying an estimated $146 and bringing the position to 128 shares worth $19K. The position accounts for 0.03% of the portfolio, ranked #88.

Groesbeck Investment Management first reported a position in PG in Q2 2013 and has held it in 5 quarters since. The position peaked at $2.39M in Q2 2013. 1,460 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Groesbeck Investment Management held 128 shares of Procter & Gamble worth $19K as of Q2 2026.
Groesbeck Investment Management bought 1 Procter & Gamble share in Q2 2026, an estimated $146.
Procter & Gamble made up 0.03% of Groesbeck Investment Management's portfolio in Q2 2026, its #88 holding.
Groesbeck Investment Management first reported a position in Procter & Gamble in Q2 2013 and has held it in 5 quarters since.
Groesbeck Investment Management's Procter & Gamble position peaked at $2.39M in Q2 2013.
1,460 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Groesbeck Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.