Midwest Trust’s Procter & Gamble PG Stock Holding History

Midwest Trust’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	$70.2M	Sell	478,739 -1,553	-0.3%	-$226K	0.8%	33
2026 Q1	$69.4M	Buy	480,292 +33,608	+8%	+$5.1M	0.87%	30
2025 Q4	$64M	Buy	446,684 +41,818	+10%	+$6.17M	0.8%	32
2025 Q3	$62.2M	Buy	404,866 +6,496	+2%	+$1.01M	0.81%	31
2025 Q2	$63.5M	Buy	+398,370	New	+$65M	0.88%	25

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

Midwest Trust's PG Position: Q2 2026 in Review

Midwest Trust reduced its Procter & Gamble (PG) stake by 0.32% in Q2 2026, selling an estimated $226K and leaving 478,739 shares worth $70.2M. The position accounts for 0.8% of the portfolio, ranked #33.

Midwest Trust first reported a position in PG in Q2 2025 and has held it in 5 quarters since. 3,994 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Midwest Trust held 478,739 shares of Procter & Gamble worth $70.2M as of Q2 2026.
Midwest Trust sold 1,553 Procter & Gamble shares in Q2 2026, an estimated $226K.
Procter & Gamble made up 0.8% of Midwest Trust's portfolio in Q2 2026, its #33 holding.
Midwest Trust first reported a position in Procter & Gamble in Q2 2025 and has held it in 5 quarters since.
3,994 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.