Milestone Asset Management’s Procter & Gamble PG Stock Holding History

Milestone 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	$1.34M	Buy	+9,156	New	+$1.33M	0.21%	106
2026 Q1	–	Sell	-8,304	Closed	-$1.19M	–	250
2025 Q4	$1.19M	Buy	+8,304	New	+$1.22M	0.22%	86
2025 Q2	–	Sell	-2,118	Closed	-$361K	–	235
2025 Q1	$361K	Sell	2,118 -4,885	-70%	-$818K	0.08%	174
2024 Q4	$1.17M	Buy	+7,003	New	+$1.19M	0.26%	88
2024 Q3	–	Sell	-8,628	Closed	-$1.42M	–	225
2024 Q2	$1.42M	Sell	8,628 -2,762	-24%	-$452K	0.36%	56
2024 Q1	$1.85M	Buy	+11,390	New	+$1.79M	0.53%	46

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

Milestone Asset Management's PG Position: Q2 2026 in Review

Milestone Asset Management opened a new position in Procter & Gamble (PG) in Q2 2026: 9,156 shares worth $1.34M. The stake represents 0.21% of the portfolio and ranks #106 among its holdings. This is a return to the name: Milestone Asset Management previously reported a position in PG as recently as Q4 2025.

Milestone Asset Management first reported a position in PG in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.85M in Q1 2024. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Milestone Asset Management held 9,156 shares of Procter & Gamble worth $1.34M as of Q2 2026.
Procter & Gamble was a new Milestone Asset Management position in Q2 2026.
Procter & Gamble made up 0.21% of Milestone Asset Management's portfolio in Q2 2026, its #106 holding.
Milestone Asset Management first reported a position in Procter & Gamble in Q1 2024 and has held it in 6 quarters since.
Milestone Asset Management's Procter & Gamble position peaked at $1.85M in Q1 2024.
4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.