IC
PG icon

IEQ Capital’s Procter & Gamble PG Stock Holding History

IEQ Capital’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 		$36.2M Buy
250,624
+97,156
+63% +$14.7M 0.17% 111
2025
Q4 		$22M Sell
153,468
-79,359
-34% -$11.7M 0.07% 193
2025
Q3 		$35.8M Buy
232,827
+102,539
+79% +$16M 0.11% 96
2025
Q2 		$20.8M Sell
130,288
-11,828
-8% -$1.93M 0.13% 122
2025
Q1 		$24.2M Sell
142,116
-5,616
-4% -$941K 0.19% 82
2024
Q4 		$24.8M Buy
147,732
+2,249
+2% +$383K 0.24% 54
2024
Q3 		$25.2M Buy
145,483
+13,521
+10% +$2.3M 0.31% 46
2024
Q2 		$21.8M Buy
131,962
+15,337
+13% +$2.51M 0.29% 52
2024
Q1 		$18.9M Buy
116,625
+8,273
+8% +$1.3M 0.27% 59
2023
Q4 		$15.9M Buy
108,352
+3,971
+4% +$588K 0.26% 59
2023
Q3 		$15.2M Buy
104,381
+934
+0.9% +$143K 0.31% 54
2023
Q2 		$15.7M Buy
103,447
+16,031
+18% +$2.42M 0.32% 55
2023
Q1 		$13M Buy
87,416
+9,735
+13% +$1.39M 0.3% 56
2022
Q4 		$11.8M Sell
77,681
-9,726
-11% -$1.36M 0.33% 61
2022
Q3 		$11M Buy
87,407
+20,998
+32% +$2.98M 0.3% 54
2022
Q2 		$9.55M Sell
66,409
-14,003
-17% -$2.1M 0.29% 60
2022
Q1 		$12.3M Buy
80,412
+6,568
+9% +$1.03M 0.29% 56
2021
Q4 		$12.1M Buy
73,844
+4,942
+7% +$734K 0.28% 57
2021
Q3 		$9.63M Buy
68,902
+5,334
+8% +$756K 0.26% 56
2021
Q2 		$8.58M Buy
63,568
+6,632
+12% +$897K 0.25% 59
2021
Q1 		$7.71M Buy
56,936
+1,637
+3% +$214K 0.32% 53
2020
Q4 		$7.69M Buy
55,299
+1,664
+3% +$233K 0.34% 59
2020
Q3 		$7.46M Buy
53,635
+518
+1% +$68.8K 0.4% 45
2020
Q2 		$6.35M Sell
53,117
-7,528
-12% -$878K 0.41% 44
2020
Q1 		$6.67M Buy
60,645
+7,891
+15% +$947K 0.54% 33
2019
Q4 		$6.59M Buy
+52,754
New +$6.45M 0.58% 26

Other funds holding PG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

IEQ Capital's PG Position: Q1 2026 in Review

IEQ Capital increased its Procter & Gamble (PG) stake by 63% in Q1 2026, buying an estimated $14.7M and bringing the position to 250,624 shares worth $36.2M. The position accounts for 0.17% of the portfolio, ranked #111.

IEQ Capital first reported a position in PG in Q4 2019 and has held it in 26 quarters since. 3,987 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • IEQ Capital held 250,624 shares of Procter & Gamble worth $36.2M as of Q1 2026.
  • IEQ Capital bought 97,156 Procter & Gamble shares in Q1 2026, an estimated $14.7M.
  • Procter & Gamble made up 0.17% of IEQ Capital's portfolio in Q1 2026, its #111 holding.
  • IEQ Capital first reported a position in Procter & Gamble in Q4 2019 and has held it in 26 quarters since.
  • 3,987 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.