PIM
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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
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 $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

Plato Investment Management's PG Position: Q1 2026 in Review

Plato Investment Management increased its Procter & Gamble (PG) stake by 4.6% in Q1 2026, buying an estimated $447K and bringing the position to 66,927 shares worth $9.67M. The position accounts for 0.65% of the portfolio, ranked #25.

Plato Investment Management first reported a position in PG in Q4 2023 and has held it in 10 quarters since. The position peaked at $10.7M in Q1 2025. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Plato Investment Management held 66,927 shares of Procter & Gamble worth $9.67M as of Q1 2026.
  • Plato Investment Management bought 2,949 Procter & Gamble shares in Q1 2026, an estimated $447K.
  • Procter & Gamble made up 0.65% of Plato Investment Management's portfolio in Q1 2026, its #25 holding.
  • Plato Investment Management first reported a position in Procter & Gamble in Q4 2023 and has held it in 10 quarters since.
  • Plato Investment Management's Procter & Gamble position peaked at $10.7M in Q1 2025.
  • 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.