Patrick M. Sweeney & Associates’s Procter & Gamble PG Stock Holding History

Patrick M. Sweeney & Associates’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 Q3	$820K	Buy	5,644 +40	+0.7%	+$5.86K	0.46%	54
2026 Q2	$822K	Buy	5,604 +1	+0%	+$146	0.47%	53
2026 Q1	$809K	Sell	5,603 -50	-0.9%	-$7.58K	0.52%	47
2025 Q4	$810K	Hold	5,653	–	–	0.51%	49
2025 Q3	$869K	Buy	5,653 +1	+0%	+$156	0.56%	43
2025 Q2	$909K	Buy	5,652 +59	+1%	+$9.6K	0.63%	38
2025 Q1	$953K	Buy	5,593 +1	+0%	+$167	0.71%	31
2024 Q4	$937K	Buy	5,592 +31	+0.6%	+$5.28K	0.7%	34
2024 Q3	$963K	Buy	5,561 +59	+1%	+$10K	0.71%	31
2024 Q2	$907K	Buy	5,502 +236	+4%	+$38.6K	0.73%	30
2024 Q1	$854K	Buy	5,266 +65	+1%	+$10.2K	0.7%	32
2023 Q4	$762K	Buy	+5,201	New	+$770K	0.7%	35

Other funds holding PG

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Patrick M. Sweeney & Associates's PG Position: Q3 2026 in Review

Patrick M. Sweeney & Associates increased its Procter & Gamble (PG) stake by 0.71% in Q3 2026, buying an estimated $5.86K and bringing the position to 5,644 shares worth $820K. The position accounts for 0.46% of the portfolio, ranked #54.

Patrick M. Sweeney & Associates first reported a position in PG in Q4 2023 and has held it in 12 quarters since. The position peaked at $963K in Q3 2024. 2,830 funds tracked by Wall St. Rank hold PG as of Q3 2026.

Patrick M. Sweeney & Associates held 5,644 shares of Procter & Gamble worth $820K as of Q3 2026.
Patrick M. Sweeney & Associates bought 40 Procter & Gamble shares in Q3 2026, an estimated $5.86K.
Procter & Gamble made up 0.46% of Patrick M. Sweeney & Associates's portfolio in Q3 2026, its #54 holding.
Patrick M. Sweeney & Associates first reported a position in Procter & Gamble in Q4 2023 and has held it in 12 quarters since.
Patrick M. Sweeney & Associates's Procter & Gamble position peaked at $963K in Q3 2024.
2,830 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q3 2026, filed 22 Oct 2026.