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Optima Capital’s Procter & Gamble PG Stock Holding History

Optima Capital’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 		$347K Buy
2,400
+136
+6% +$20.6K 0.16% 112
2025
Q4 		$324K Sell
2,264
-31
-1% -$4.57K 0.14% 118
2025
Q3 		$353K Buy
2,295
+45
+2% +$7.03K 0.17% 110
2025
Q2 		$359K Buy
2,250
+36
+2% +$5.88K 0.19% 110
2025
Q1 		$377K Buy
2,214
+7
+0.3% +$1.17K 0.24% 94
2024
Q4 		$370K Buy
+2,207
New +$376K 0.26% 108

Other funds holding PG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Optima Capital's PG Position: Q1 2026 in Review

Optima Capital increased its Procter & Gamble (PG) stake by 6% in Q1 2026, buying an estimated $20.6K and bringing the position to 2,400 shares worth $347K. The position accounts for 0.16% of the portfolio, ranked #112.

Optima Capital first reported a position in PG in Q4 2024 and has held it in 6 quarters since. The position peaked at $377K in Q1 2025. 3,985 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Optima Capital held 2,400 shares of Procter & Gamble worth $347K as of Q1 2026.
  • Optima Capital bought 136 Procter & Gamble shares in Q1 2026, an estimated $20.6K.
  • Procter & Gamble made up 0.16% of Optima Capital's portfolio in Q1 2026, its #112 holding.
  • Optima Capital first reported a position in Procter & Gamble in Q4 2024 and has held it in 6 quarters since.
  • Optima Capital's Procter & Gamble position peaked at $377K in Q1 2025.
  • 3,985 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.