Homestead Advisers’s Procter & Gamble PG Stock Holding History

Homestead Advisers’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	$35.9M	Sell	248,783 -2,900	-1%	-$440K	0.97%	42
2025 Q4	$36.1M	Sell	251,683 -34,817	-12%	-$5.13M	0.96%	40
2025 Q3	$44M	Sell	286,500 -5,700	-2%	-$890K	1.05%	43
2025 Q2	$46.6M	Buy	292,200 +1,400	+0.5%	+$229K	1.1%	42
2025 Q1	$49.6M	Buy	290,800 +49,500	+21%	+$8.29M	1.21%	43
2024 Q4	$40.5M	Buy	+241,300	New	+$41.1M	0.98%	44

Other funds holding PG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Homestead Advisers's PG Position: Q1 2026 in Review

Homestead Advisers reduced its Procter & Gamble (PG) stake by 1.2% in Q1 2026, selling an estimated $440K and leaving 248,783 shares worth $35.9M. The position accounts for 0.97% of the portfolio, ranked #42.

Homestead Advisers first reported a position in PG in Q4 2024 and has held it in 6 quarters since. The position peaked at $49.6M in Q1 2025. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Homestead Advisers held 248,783 shares of Procter & Gamble worth $35.9M as of Q1 2026.
Homestead Advisers sold 2,900 Procter & Gamble shares in Q1 2026, an estimated $440K.
Procter & Gamble made up 0.97% of Homestead Advisers's portfolio in Q1 2026, its #42 holding.
Homestead Advisers first reported a position in Procter & Gamble in Q4 2024 and has held it in 6 quarters since.
Homestead Advisers's Procter & Gamble position peaked at $49.6M in Q1 2025.
3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Homestead Advisers's 13F filing for Q1 2026, filed 8 May 2026.