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 Q2	–	Sell	-2,779	Closed	-$401K	–	463
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Neo Ivy Capital Management's PG Position: Q2 2026 in Review

Neo Ivy Capital Management sold out of Procter & Gamble (PG) in Q2 2026, closing a stake of 2,779 shares — an estimated $401K sold.

Neo Ivy Capital Management first reported a position in PG in Q4 2019 and held it in 11 quarters. The position peaked at $823K in Q3 2020. 4,037 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Neo Ivy Capital Management reported no remaining Procter & Gamble position as of Q2 2026 after selling out during the quarter.
Neo Ivy Capital Management sold 2,779 Procter & Gamble shares in Q2 2026, an estimated $401K.
Neo Ivy Capital Management first reported a position in Procter & Gamble in Q4 2019 and held it in 11 quarters.
Neo Ivy Capital Management's Procter & Gamble position peaked at $823K in Q3 2020.
4,037 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Neo Ivy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.