PIM
PG icon

Plato Investment Management’s Procter & Gamble PG Stock Holding History

Plato 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 		$10M Buy
68,665
+1,738
+3% +$253K 0.57% 33
2026
Q1 		$9.67M Buy
66,927
+2,949
+5% +$447K 0.65% 25
2025
Q4 		$9.21M Buy
63,978
+1,049
+2% +$155K 0.6% 26
2025
Q3 		$9.6M Buy
62,929
+509
+0.8% +$79.5K 0.65% 24
2025
Q2 		$9.91M Buy
62,420
+92
+0.1% +$15K 0.74% 17
2025
Q1 		$10.7M Sell
62,328
-913
-1% -$153K 0.9% 17
2024
Q4 		$10.6M Buy
63,241
+1,295
+2% +$221K 0.78% 17
2024
Q3 		$10.7M Buy
61,946
+784
+1% +$133K 0.87% 17
2024
Q2 		$10.1M Buy
61,162
+2,009
+3% +$328K 0.94% 16
2024
Q1 		$9.6M Buy
59,153
+55,533
+1,534% +$8.71M 0.99% 15
2023
Q4 		$530K Buy
+3,620
New +$536K 0.65% 33

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

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

Plato Investment Management increased its Procter & Gamble (PG) stake by 2.6% in Q2 2026, buying an estimated $253K and bringing the position to 68,665 shares worth $10M. The position accounts for 0.57% of the portfolio, ranked #33.

Plato Investment Management first reported a position in PG in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.7M in Q1 2025. 4,031 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Plato Investment Management held 68,665 shares of Procter & Gamble worth $10M as of Q2 2026.
  • Plato Investment Management bought 1,738 Procter & Gamble shares in Q2 2026, an estimated $253K.
  • Procter & Gamble made up 0.57% of Plato Investment Management's portfolio in Q2 2026, its #33 holding.
  • Plato Investment Management first reported a position in Procter & Gamble in Q4 2023 and has held it in 11 quarters since.
  • Plato Investment Management's Procter & Gamble position peaked at $10.7M in Q1 2025.
  • 4,031 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.