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

Moseley 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
Q1 		$918K Sell
6,355
-119
-2% -$18K 0.29% 65
2025
Q4 		$928K Sell
6,474
-423
-6% -$62.4K 0.29% 66
2025
Q3 		$1.06M Buy
6,897
+19
+0.3% +$2.97K 0.32% 58
2025
Q2 		$1.1M Sell
6,878
-42
-0.6% -$6.86K 0.38% 56
2025
Q1 		$1.18M Sell
6,920
-79
-1% -$13.2K 0.46% 53
2024
Q4 		$1.17M Sell
6,999
-148
-2% -$25.2K 0.46% 53
2024
Q3 		$1.24M Sell
7,147
-86
-1% -$14.6K 0.49% 49
2024
Q2 		$1.19M Sell
7,233
-88
-1% -$14.4K 0.55% 48
2024
Q1 		$1.19M Sell
7,321
-790
-10% -$124K 0.59% 46
2023
Q4 		$1.19M Sell
8,111
-137
-2% -$20.3K 0.66% 35
2023
Q3 		$1.2M Buy
8,248
+8
+0.1% +$1.22K 0.72% 35
2023
Q2 		$1.25M Sell
8,240
-152
-2% -$22.9K 0.73% 36
2023
Q1 		$1.25M Buy
8,392
+150
+2% +$21.4K 0.81% 32
2022
Q4 		$1.25M Sell
8,242
-337
-4% -$47.2K 0.89% 31
2022
Q3 		$1.08M Buy
8,579
+152
+2% +$21.6K 0.8% 36
2022
Q2 		$1.21M Buy
8,427
+451
+6% +$67.8K 0.85% 34
2022
Q1 		$1.22M Sell
7,976
-18
-0.2% -$2.82K 0.66% 42
2021
Q4 		$1.31M Sell
7,994
-211
-3% -$31.3K 0.59% 53
2021
Q3 		$1.15M Buy
8,205
+1
+0% +$142 0.57% 55
2021
Q2 		$1.11M Buy
8,204
+1
+0% +$135 0.55% 55
2021
Q1 		$1.11M Buy
8,203
+81
+1% +$10.6K 0.62% 51
2020
Q4 		$1.13M Buy
8,122
+152
+2% +$21.2K 0.66% 46
2020
Q3 		$1.11M Buy
7,970
+1
+0% +$133 0.79% 35
2020
Q2 		$953K Sell
7,969
-105
-1% -$12.2K 0.79% 35
2020
Q1 		$888K Buy
8,074
+86
+1% +$10.3K 1.04% 28
2019
Q4 		$998K Sell
7,988
-154
-2% -$18.8K 0.98% 32
2019
Q3 		$1.01M Sell
8,142
-3,563
-30% -$421K 1.06% 31
2019
Q2 		$1.28M Buy
11,705
+980
+9% +$104K 1.2% 25
2019
Q1 		$1.12M Buy
+10,725
New +$1.04M 1.16% 24

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 $3.37T AUM 44.26% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Moseley Investment Management's PG Position: Q1 2026 in Review

Moseley Investment Management reduced its Procter & Gamble (PG) stake by 1.8% in Q1 2026, selling an estimated $18K and leaving 6,355 shares worth $918K. The position accounts for 0.29% of the portfolio, ranked #65.

Moseley Investment Management first reported a position in PG in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.31M in Q4 2021. 4,013 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Moseley Investment Management held 6,355 shares of Procter & Gamble worth $918K as of Q1 2026.
  • Moseley Investment Management sold 119 Procter & Gamble shares in Q1 2026, an estimated $18K.
  • Procter & Gamble made up 0.29% of Moseley Investment Management's portfolio in Q1 2026, its #65 holding.
  • Moseley Investment Management first reported a position in Procter & Gamble in Q1 2019 and has held it in 29 quarters since.
  • Moseley Investment Management's Procter & Gamble position peaked at $1.31M in Q4 2021.
  • 4,013 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Moseley Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.