Lodestar Private Asset Management’s Procter & Gamble PG Stock Holding History

Lodestar Private Asset 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	$515K	Sell	3,510 -634	-15%	-$92.3K	0.04%	157
2026 Q1	$599K	Sell	4,144 -212	-5%	-$32.1K	0.06%	141
2025 Q4	$624K	Buy	4,356 +534	+14%	+$78.7K	0.06%	136
2025 Q3	$587K	Buy	3,822 +525	+16%	+$82K	0.06%	141
2025 Q2	$525K	Sell	3,297 -820	-20%	-$134K	0.06%	137
2025 Q1	$702K	Sell	4,117 -216	-5%	-$36.2K	0.09%	116
2024 Q4	$726K	Sell	4,333 -58	-1%	-$9.88K	0.09%	115
2024 Q3	$760K	Sell	4,391 -100	-2%	-$17K	0.1%	113
2024 Q2	$741K	Buy	4,491 +33	+0.7%	+$5.39K	0.1%	111
2024 Q1	$723K	Sell	4,458 -334	-7%	-$52.4K	0.1%	109
2023 Q4	$702K	Sell	4,792 -198	-4%	-$29.3K	0.11%	111
2023 Q3	$728K	Buy	4,990 +35	+0.7%	+$5.35K	0.12%	104
2023 Q2	$752K	Sell	4,955 -10	-0.2%	-$1.51K	0.13%	102
2023 Q1	$738K	Buy	4,965 +283	+6%	+$40.5K	0.13%	103
2022 Q4	$710K	Buy	+4,682	New	+$656K	0.14%	101

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

Lodestar Private Asset Management's PG Position: Q2 2026 in Review

Lodestar Private Asset Management reduced its Procter & Gamble (PG) stake by 15% in Q2 2026, selling an estimated $92.3K and leaving 3,510 shares worth $515K. The position accounts for 0.04% of the portfolio, ranked #157.

Lodestar Private Asset Management first reported a position in PG in Q4 2022 and has held it in 15 quarters since. The position peaked at $760K in Q3 2024. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Lodestar Private Asset Management held 3,510 shares of Procter & Gamble worth $515K as of Q2 2026.
Lodestar Private Asset Management sold 634 Procter & Gamble shares in Q2 2026, an estimated $92.3K.
Procter & Gamble made up 0.04% of Lodestar Private Asset Management's portfolio in Q2 2026, its #157 holding.
Lodestar Private Asset Management first reported a position in Procter & Gamble in Q4 2022 and has held it in 15 quarters since.
Lodestar Private Asset Management's Procter & Gamble position peaked at $760K in Q3 2024.
4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.