HFRG
PG icon

Houlihan Financial Resource Group’s Procter & Gamble PG Stock Holding History

Houlihan Financial Resource Group’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 		$635K Sell
4,330
-395
-8% -$57.5K 0.23% 70
2026
Q1 		$683K Buy
4,725
+3
+0.1% +$455 0.27% 64
2025
Q4 		$698K Buy
4,722
+1,993
+73% +$294K 0.27% 64
2025
Q3 		$419K Sell
2,729
-2,281
-46% -$356K 0.37% 57
2025
Q2 		$774K Buy
5,010
+4
+0.1% +$653 0.32% 56
2025
Q1 		$853K Buy
5,006
+4
+0.1% +$670 0.38% 49
2024
Q4 		$839K Buy
5,002
+4
+0.1% +$681 0.36% 49
2024
Q3 		$866K Buy
+4,998
New +$848K 0.36% 51
2024
Q2 		– Sell
-4,991
Closed -$810K – 89
2024
Q1 		$810K Sell
4,991
-6
-0.1% -$941 0.36% 50
2023
Q4 		$732K Buy
4,997
+4
+0.1% +$592 0.36% 51
2023
Q3 		$740K Buy
+4,993
New +$763K 0.4% 48
2023
Q2 		– Sell
-5,011
Closed -$745K – 165
2023
Q1 		$745K Sell
5,011
-147
-3% -$21K 0.41% 47
2022
Q4 		$753K Hold
5,158
– – 0.43% 48
2022
Q3 		$717K Buy
+5,158
New +$733K 0.44% 47
2020
Q3 		$811K Buy
+5,710
New +$758K 0.47% 46
2020
Q1 		$621K Buy
5,649
+3
+0.1% +$360 0.54% 44
2019
Q4 		$705K Buy
+5,646
New +$691K 0.46% 52

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 $3.38T AUM 44.17% 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

Houlihan Financial Resource Group's PG Position: Q2 2026 in Review

Houlihan Financial Resource Group reduced its Procter & Gamble (PG) stake by 8.4% in Q2 2026, selling an estimated $57.5K and leaving 4,330 shares worth $635K. The position accounts for 0.23% of the portfolio, ranked #70.

Houlihan Financial Resource Group first reported a position in PG in Q4 2019 and has held it in 17 quarters since. The position peaked at $866K in Q3 2024. 4,041 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Houlihan Financial Resource Group held 4,330 shares of Procter & Gamble worth $635K as of Q2 2026.
  • Houlihan Financial Resource Group sold 395 Procter & Gamble shares in Q2 2026, an estimated $57.5K.
  • Procter & Gamble made up 0.23% of Houlihan Financial Resource Group's portfolio in Q2 2026, its #70 holding.
  • Houlihan Financial Resource Group first reported a position in Procter & Gamble in Q4 2019 and has held it in 17 quarters since.
  • Houlihan Financial Resource Group's Procter & Gamble position peaked at $866K in Q3 2024.
  • 4,041 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q2 2026, filed 10 Aug 2026.