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Marshall Investment Management’s Procter & Gamble PG Stock Holding History

Marshall Investment 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 		$8.51K Buy
+58
New +$8.44K ﹤0.01% 240
2025
Q2 		– Sell
-20
Closed -$3.41K – 169
2025
Q1 		$3.41K Buy
+20
New +$3.35K ﹤0.01% 195

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

Marshall Investment Management's PG Position: Q2 2026 in Review

Marshall Investment Management opened a new position in Procter & Gamble (PG) in Q2 2026: 58 shares worth $8.51K. The stake represents ﹤0.01% of the portfolio and ranks #240 among its holdings. This is a return to the name: Marshall Investment Management previously reported a position in PG as recently as Q1 2025.

Marshall Investment Management first reported a position in PG in Q1 2025 and has held it in 2 quarters since. 4,041 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Marshall Investment Management held 58 shares of Procter & Gamble worth $8.51K as of Q2 2026.
  • Procter & Gamble was a new Marshall Investment Management position in Q2 2026.
  • Procter & Gamble made up ﹤0.01% of Marshall Investment Management's portfolio in Q2 2026, its #240 holding.
  • Marshall Investment Management first reported a position in Procter & Gamble in Q1 2025 and has held it in 2 quarters since.
  • 4,041 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

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