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

Merrion 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	$295K	Hold	2,011	–	–	0.14%	98
2026 Q1	$290K	Hold	2,011	–	–	0.16%	96
2025 Q4	$288K	Sell	2,011 -70	-3%	-$10.3K	0.16%	98
2025 Q3	$320K	Sell	2,081 -2,280	-52%	-$356K	0.18%	89
2025 Q2	$695K	Sell	4,361 -200	-4%	-$32.6K	0.45%	48
2025 Q1	$777K	Sell	4,561 -1,465	-24%	-$245K	0.56%	45
2024 Q4	$1.01M	Hold	6,026	–	–	0.7%	30
2024 Q3	$1.04M	Hold	6,026	–	–	0.69%	31
2024 Q2	$994K	Hold	6,026	–	–	0.68%	32
2024 Q1	$978K	Hold	6,026	–	–	0.7%	33
2023 Q4	$883K	Sell	6,026 -1,000	-14%	-$148K	0.69%	33
2023 Q3	$1.02M	Sell	7,026 -460	-6%	-$70.3K	0.89%	25
2023 Q2	$1.14M	Sell	7,486 -20	-0.3%	-$3.01K	0.96%	22
2023 Q1	$1.12M	Hold	7,506	–	–	1.07%	21
2022 Q4	$1.14M	Sell	7,506 -1,190	-14%	-$167K	1.06%	22
2022 Q3	$1.1M	Hold	8,696	–	–	1.08%	19
2022 Q2	$1.25M	Sell	8,696 -110	-1%	-$16.5K	1.21%	18
2022 Q1	$1.34M	Sell	8,806 -25	-0.3%	-$3.91K	0.98%	21
2021 Q4	$1.44M	Hold	8,831	–	–	1.06%	18
2021 Q3	$1.23M	Hold	8,831	–	–	0.94%	25
2021 Q2	$1.19M	Buy	8,831 +1	+0%	+$135	0.9%	28
2021 Q1	$1.2M	Hold	8,830	–	–	1%	26
2020 Q4	$1.23M	Buy	+8,830	New	+$1.23M	1.04%	23

Other funds holding PG

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Merrion Investment Management held its Procter & Gamble (PG) position steady in Q2 2026 at 2,011 shares worth $295K. The position accounts for 0.14% of the portfolio, ranked #98.

Merrion Investment Management first reported a position in PG in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.44M in Q4 2021. 1,821 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Merrion Investment Management held 2,011 shares of Procter & Gamble worth $295K as of Q2 2026.
Merrion Investment Management left its Procter & Gamble share count unchanged in Q2 2026.
Procter & Gamble made up 0.14% of Merrion Investment Management's portfolio in Q2 2026, its #98 holding.
Merrion Investment Management first reported a position in Procter & Gamble in Q4 2020 and has held it in 23 quarters since.
Merrion Investment Management's Procter & Gamble position peaked at $1.44M in Q4 2021.
1,821 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Merrion Investment Management's 13F filing for Q2 2026, filed 13 Jul 2026.