IRP
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Investment Research Partners’s Procter & Gamble PG Stock Holding History

Investment Research Partners’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 		$968K Buy
6,602
+299
+5% +$43.5K 0.33% 73
2026
Q1 		$910K Buy
6,303
+1,182
+23% +$179K 0.37% 65
2025
Q4 		$734K Sell
5,121
-1,418
-22% -$209K 0.32% 79
2025
Q3 		$973K Buy
+6,539
New +$1.02M 0.44% 53

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Investment Research Partners's PG Position: Q2 2026 in Review

Investment Research Partners increased its Procter & Gamble (PG) stake by 4.7% in Q2 2026, buying an estimated $43.5K and bringing the position to 6,602 shares worth $968K. The position accounts for 0.33% of the portfolio, ranked #73.

Investment Research Partners first reported a position in PG in Q3 2025 and has held it in 4 quarters since. The position peaked at $973K in Q3 2025. 3,264 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Investment Research Partners held 6,602 shares of Procter & Gamble worth $968K as of Q2 2026.
  • Investment Research Partners bought 299 Procter & Gamble shares in Q2 2026, an estimated $43.5K.
  • Procter & Gamble made up 0.33% of Investment Research Partners's portfolio in Q2 2026, its #73 holding.
  • Investment Research Partners first reported a position in Procter & Gamble in Q3 2025 and has held it in 4 quarters since.
  • Investment Research Partners's Procter & Gamble position peaked at $973K in Q3 2025.
  • 3,264 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.