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Grove Street Fiduciary’s Procter & Gamble PG Stock Holding History

Grove Street Fiduciary’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 		– Sell
-1,443
Closed -$207K – 78
2025
Q4 		$207K Hold
1,443
– – 0.09% 72
2025
Q3 		$222K Hold
1,443
– – 0.1% 69
2025
Q2 		$230K Sell
1,443
-19
-1% -$3.1K 0.11% 66
2025
Q1 		$249K Buy
1,462
+19
+1% +$3.18K 0.13% 59
2024
Q4 		$242K Buy
+1,443
New +$246K 0.13% 53

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Grove Street Fiduciary's PG Position: Q1 2026 in Review

Grove Street Fiduciary sold out of Procter & Gamble (PG) in Q1 2026, closing a stake of 1,443 shares — an estimated $207K sold.

Grove Street Fiduciary first reported a position in PG in Q4 2024 and held it in 5 quarters. The position peaked at $249K in Q1 2025. 4,007 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Grove Street Fiduciary reported no remaining Procter & Gamble position as of Q1 2026 after selling out during the quarter.
  • Grove Street Fiduciary sold 1,443 Procter & Gamble shares in Q1 2026, an estimated $207K.
  • Grove Street Fiduciary first reported a position in Procter & Gamble in Q4 2024 and held it in 5 quarters.
  • Grove Street Fiduciary's Procter & Gamble position peaked at $249K in Q1 2025.
  • 4,007 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Grove Street Fiduciary's 13F filing for Q1 2026, filed 22 Apr 2026.