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 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%	+$9.63K	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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Patrick M. Sweeney & Associates's PG Position: Q2 2026 in Review

Patrick M. Sweeney & Associates increased its Procter & Gamble (PG) stake by 0.02% in Q2 2026, buying an estimated $146 and bringing the position to 5,604 shares worth $822K. The position accounts for 0.47% of the portfolio, ranked #53.

Patrick M. Sweeney & Associates first reported a position in PG in Q4 2023 and has held it in 11 quarters since. The position peaked at $963K in Q3 2024. 4,032 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Patrick M. Sweeney & Associates held 5,604 shares of Procter & Gamble worth $822K as of Q2 2026.
Patrick M. Sweeney & Associates bought 1 Procter & Gamble share in Q2 2026, an estimated $146.
Procter & Gamble made up 0.47% of Patrick M. Sweeney & Associates's portfolio in Q2 2026, its #53 holding.
Patrick M. Sweeney & Associates first reported a position in Procter & Gamble in Q4 2023 and has held it in 11 quarters since.
Patrick M. Sweeney & Associates's Procter & Gamble position peaked at $963K in Q3 2024.
4,032 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.