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Insight 2811 Inc’s Procter & Gamble PG Stock Holding History

Insight 2811 Inc’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
2014
Q4 		– Sell
-67
Closed -$8K – 163
2014
Q3 		$8K Buy
+67
New +$5.49K ﹤0.01% 142

Other funds holding PG

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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

Insight 2811 Inc's PG Position: Q1 2026 in Review

Insight 2811 Inc increased its Procter & Gamble (PG) stake by 8.5% in Q1 2026, buying an estimated $43.1K and bringing the position to 3,633 shares worth $525K. The position accounts for 0.22% of the portfolio, ranked #54.

Insight 2811 Inc first reported a position in PG in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.19M in Q4 2013. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Insight 2811 Inc held 3,633 shares of Procter & Gamble worth $525K as of Q1 2026.
  • Insight 2811 Inc bought 284 Procter & Gamble shares in Q1 2026, an estimated $43.1K.
  • Procter & Gamble made up 0.22% of Insight 2811 Inc's portfolio in Q1 2026, its #54 holding.
  • Insight 2811 Inc first reported a position in Procter & Gamble in Q2 2013 and has held it in 52 quarters since.
  • Insight 2811 Inc's Procter & Gamble position peaked at $1.19M in Q4 2013.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Insight 2811 Inc's 13F filing for Q1 2026, filed 7 May 2026.