MCM
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MAI Capital Management’s Procter & Gamble PG Stock Holding History

MAI 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
2020
Q1 		– Sell
-2,800
Closed -$350K – 591
2019
Q4 		$350K Hold
2,800
– – 0.01% 441
2019
Q3 		$348K Buy
+2,800
New +$331K 0.02% 398

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 $3.38T AUM 44.17% 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

MAI Capital Management's PG Position: Q2 2026 in Review

MAI Capital Management increased its Procter & Gamble (PG) stake by 2.2% in Q2 2026, buying an estimated $1.87M and bringing the position to 597,391 shares worth $87.6M. The position accounts for 0.33% of the portfolio, ranked #62.

MAI Capital Management first reported a position in PG in Q2 2013 and has held it in 53 quarters since. The position peaked at $91.9M in Q1 2025. 4,041 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • MAI Capital Management held 597,391 shares of Procter & Gamble worth $87.6M as of Q2 2026.
  • MAI Capital Management bought 12,859 Procter & Gamble shares in Q2 2026, an estimated $1.87M.
  • Procter & Gamble made up 0.33% of MAI Capital Management's portfolio in Q2 2026, its #62 holding.
  • MAI Capital Management first reported a position in Procter & Gamble in Q2 2013 and has held it in 53 quarters since.
  • MAI Capital Management's Procter & Gamble position peaked at $91.9M in Q1 2025.
  • 4,041 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.