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Investors Portfolio Services’s Procter & Gamble PG Stock Holding History

Investors Portfolio Services’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 		$5.45K Sell
37
-9
-20% -$1.31K ﹤0.01% 177
2026
Q1 		$6.6K Buy
46
+12
+35% +$1.82K 0.01% 154
2025
Q4 		$4.93K Buy
+34
New +$5.01K ﹤0.01% 159

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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

Investors Portfolio Services's PG Position: Q2 2026 in Review

Investors Portfolio Services reduced its Procter & Gamble (PG) stake by 20% in Q2 2026, selling an estimated $1.31K and leaving 37 shares worth $5.45K. The position accounts for ﹤0.01% of the portfolio, ranked #177.

Investors Portfolio Services first reported a position in PG in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.6K in Q1 2026. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Investors Portfolio Services held 37 shares of Procter & Gamble worth $5.45K as of Q2 2026.
  • Investors Portfolio Services sold 9 Procter & Gamble shares in Q2 2026, an estimated $1.31K.
  • Procter & Gamble made up ﹤0.01% of Investors Portfolio Services's portfolio in Q2 2026, its #177 holding.
  • Investors Portfolio Services first reported a position in Procter & Gamble in Q4 2025 and has held it in 3 quarters since.
  • Investors Portfolio Services's Procter & Gamble position peaked at $6.6K in Q1 2026.
  • 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Investors Portfolio Services's 13F filing for Q2 2026, filed 14 Aug 2026.