Neo Ivy Capital Management’s Procter & Gamble PG Stock Holding History

Neo Ivy Capital 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	$401K	Buy	+2,779	New	+$421K	0.11%	222
2025 Q4	–	Sell	-3,908	Closed	-$600K	–	488
2025 Q3	$600K	Buy	+3,908	New	+$610K	0.15%	204
2023 Q4	$240K	Buy	+1,638	New	+$243K	0.54%	39
2022 Q2	–	Sell	-1,564	Closed	-$238K	–	561
2022 Q1	$238K	Buy	1,564 +1,366	+690%	+$214K	0.21%	172
2021 Q4	$32K	Sell	198 -1,151	-85%	-$171K	0.05%	329
2021 Q3	$161K	Buy	+1,349	New	+$191K	0.18%	178
2021 Q2	–	Sell	-439	Closed	-$59K	–	570
2021 Q1	$59K	Buy	439 +329	+299%	+$42.9K	0.06%	312
2020 Q4	$15K	Sell	110 -5,817	-98%	-$813K	0.02%	371
2020 Q3	$823K	Buy	5,927 +4,578	+339%	+$608K	0.83%	7
2020 Q2	$161K	Buy	+1,349	New	+$157K	0.18%	178
2020 Q1	–	Sell	-5,620	Closed	-$702K	–	524
2019 Q4	$702K	Buy	+5,620	New	+$688K	0.81%	17

Other funds holding PG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Neo Ivy Capital Management's PG Position: Q1 2026 in Review

Neo Ivy Capital Management opened a new position in Procter & Gamble (PG) in Q1 2026: 2,779 shares worth $401K. The stake represents 0.11% of the portfolio and ranks #222 among its holdings. This is a return to the name: Neo Ivy Capital Management previously reported a position in PG as recently as Q3 2025.

Neo Ivy Capital Management first reported a position in PG in Q4 2019 and has held it in 11 quarters since. The position peaked at $823K in Q3 2020. 3,991 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Neo Ivy Capital Management held 2,779 shares of Procter & Gamble worth $401K as of Q1 2026.
Procter & Gamble was a new Neo Ivy Capital Management position in Q1 2026.
Procter & Gamble made up 0.11% of Neo Ivy Capital Management's portfolio in Q1 2026, its #222 holding.
Neo Ivy Capital Management first reported a position in Procter & Gamble in Q4 2019 and has held it in 11 quarters since.
Neo Ivy Capital Management's Procter & Gamble position peaked at $823K in Q3 2020.
3,991 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Neo Ivy Capital Management's 13F filing for Q1 2026, filed 15 May 2026.