J. Safra Sarasin Holding’s Procter & Gamble PG Stock Holding History

J. Safra Sarasin Holding’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	$63M	Buy	435,953 +5,209	+1%	+$790K	1.07%	29
2025 Q4	$61.8M	Buy	430,744 +13,027	+3%	+$1.92M	1%	30
2025 Q3	$64.2M	Buy	417,717 +1,007	+0.2%	+$157K	1.04%	26
2025 Q2	$66.4M	Sell	416,710 -6,301	-1%	-$1.03M	1.15%	26
2025 Q1	$72M	Buy	423,011 +3,726	+0.9%	+$624K	1.3%	22
2024 Q4	$70.3M	Sell	419,285 -14,750	-3%	-$2.51M	1.19%	22
2024 Q3	$75.2M	Sell	434,035 -8,055	-2%	-$1.37M	1.31%	17
2024 Q2	$72.9M	Buy	+442,090	New	+$72.3M	1.33%	16

Other funds holding PG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

J. Safra Sarasin Holding's PG Position: Q1 2026 in Review

J. Safra Sarasin Holding increased its Procter & Gamble (PG) stake by 1.2% in Q1 2026, buying an estimated $790K and bringing the position to 435,953 shares worth $63M. The position accounts for 1.07% of the portfolio, ranked #29.

J. Safra Sarasin Holding first reported a position in PG in Q2 2024 and has held it in 8 quarters since. The position peaked at $75.2M in Q3 2024. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

J. Safra Sarasin Holding held 435,953 shares of Procter & Gamble worth $63M as of Q1 2026.
J. Safra Sarasin Holding bought 5,209 Procter & Gamble shares in Q1 2026, an estimated $790K.
Procter & Gamble made up 1.07% of J. Safra Sarasin Holding's portfolio in Q1 2026, its #29 holding.
J. Safra Sarasin Holding first reported a position in Procter & Gamble in Q2 2024 and has held it in 8 quarters since.
J. Safra Sarasin Holding's Procter & Gamble position peaked at $75.2M in Q3 2024.
3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q1 2026, filed 4 May 2026.