NIM
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NEOS Investment Management’s Procter & Gamble PG Stock Holding History

NEOS 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
Q2 		$55.5M Buy
378,596
+35,902
+10% +$5.23M 0.2% 84
2026
Q1 		$49.5M Buy
342,694
+18,687
+6% +$2.83M 0.25% 70
2025
Q4 		$46.4M Buy
324,007
+41,302
+15% +$6.09M 0.27% 67
2025
Q3 		$43.4M Buy
282,705
+93,693
+50% +$14.6M 0.33% 60
2025
Q2 		$30.1M Buy
189,012
+29,045
+18% +$4.74M 0.37% 51
2025
Q1 		$27.3M Buy
159,967
+30,448
+24% +$5.1M 0.52% 40
2024
Q4 		$21.7M Buy
129,519
+31,112
+32% +$5.3M 0.51% 33
2024
Q3 		$17M Buy
98,407
+11,352
+13% +$1.93M 0.51% 39
2024
Q2 		$14.4M Buy
87,055
+27,888
+47% +$4.56M 0.59% 28
2024
Q1 		$9.6M Buy
59,167
+21,521
+57% +$3.38M 0.59% 33
2023
Q4 		$5.52M Buy
37,646
+9,187
+32% +$1.36M 0.52% 37
2023
Q3 		$4.15M Buy
+28,459
New +$4.35M 0.53% 38

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

NEOS Investment Management's PG Position: Q2 2026 in Review

NEOS Investment Management increased its Procter & Gamble (PG) stake by 10% in Q2 2026, buying an estimated $5.23M and bringing the position to 378,596 shares worth $55.5M. The position accounts for 0.2% of the portfolio, ranked #84.

NEOS Investment Management first reported a position in PG in Q3 2023 and has held it in 12 quarters since. 4,015 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • NEOS Investment Management held 378,596 shares of Procter & Gamble worth $55.5M as of Q2 2026.
  • NEOS Investment Management bought 35,902 Procter & Gamble shares in Q2 2026, an estimated $5.23M.
  • Procter & Gamble made up 0.2% of NEOS Investment Management's portfolio in Q2 2026, its #84 holding.
  • NEOS Investment Management first reported a position in Procter & Gamble in Q3 2023 and has held it in 12 quarters since.
  • 4,015 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.