Joseph Group Capital Management’s Procter & Gamble PG Stock Holding History

Joseph Group Capital Management’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	$7.3M	Buy	49,791 +4,486	+10%	+$653K	1.53%	24
2026 Q1	$6.54M	Buy	45,305 +3,319	+8%	+$503K	1.63%	19
2025 Q4	$6.02M	Buy	41,986 +1,853	+5%	+$273K	1.58%	22
2025 Q3	$6.17M	Buy	40,133 +8,037	+25%	+$1.26M	1.74%	16
2025 Q2	$5.11M	Buy	32,096 +3,001	+10%	+$490K	1.72%	22
2025 Q1	$4.96M	Buy	29,095 +2,994	+11%	+$501K	1.9%	14
2024 Q4	$4.38M	Buy	26,101 +2,947	+13%	+$502K	1.72%	18
2024 Q3	$4.01M	Buy	23,154 +3,333	+17%	+$566K	1.53%	17
2024 Q2	$3.27M	Buy	19,821 +3,342	+20%	+$546K	1.7%	16
2024 Q1	$2.67M	Buy	16,479 +2,872	+21%	+$450K	1.34%	21
2023 Q4	$1.99M	Buy	13,607 +602	+5%	+$89.2K	1.16%	24
2023 Q3	$1.9M	Buy	13,005 +417	+3%	+$63.7K	1.37%	18
2023 Q2	$1.91M	Buy	12,588 +792	+7%	+$119K	1.61%	13
2023 Q1	$1.75M	Buy	11,796 +980	+9%	+$140K	1.54%	13
2022 Q4	$1.64M	Sell	10,816 -99	-0.9%	-$13.9K	1.56%	12
2022 Q3	$1.38M	Buy	10,915 +724	+7%	+$103K	1.5%	16
2022 Q2	$1.47M	Buy	10,191 +512	+5%	+$77K	1.47%	13
2022 Q1	$1.48M	Buy	9,679 +342	+4%	+$53.5K	1.49%	18
2021 Q4	$1.53M	Buy	+9,337	New	+$1.39M	1.47%	22

Other funds holding PG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Joseph Group Capital Management's PG Position: Q2 2026 in Review

Joseph Group Capital Management increased its Procter & Gamble (PG) stake by 9.9% in Q2 2026, buying an estimated $653K and bringing the position to 49,791 shares worth $7.3M. The position accounts for 1.53% of the portfolio, ranked #24.

Joseph Group Capital Management first reported a position in PG in Q4 2021 and has held it in 19 quarters since. 4,019 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Joseph Group Capital Management held 49,791 shares of Procter & Gamble worth $7.3M as of Q2 2026.
Joseph Group Capital Management bought 4,486 Procter & Gamble shares in Q2 2026, an estimated $653K.
Procter & Gamble made up 1.53% of Joseph Group Capital Management's portfolio in Q2 2026, its #24 holding.
Joseph Group Capital Management first reported a position in Procter & Gamble in Q4 2021 and has held it in 19 quarters since.
4,019 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Joseph Group Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.