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Roberts Foundation’s Procter & Gamble PG Stock Holding History

Roberts Foundation’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 		$35.1M Buy
239,639
+1,815
+0.8% +$264K 100% 1
2026
Q1 		$34.4M Buy
237,824
+1,551
+0.7% +$235K 100% 1
2025
Q4 		$33.9M Buy
236,273
+1,686
+0.7% +$249K 91.68% 1
2025
Q3 		$36M Buy
234,587
+23,207
+11% +$3.62M 95.96% 1
2025
Q2 		$33.7M Sell
211,380
-20,092
-9% -$3.28M 96.53% 1
2025
Q1 		$39.4M Buy
231,472
+1,410
+0.6% +$236K 25.44% 2
2024
Q4 		$38.6M Buy
+230,062
New +$39.2M 18.47% 2

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

Roberts Foundation's PG Position: Q2 2026 in Review

Roberts Foundation increased its Procter & Gamble (PG) stake by 0.76% in Q2 2026, buying an estimated $264K and bringing the position to 239,639 shares worth $35.1M. The position accounts for 100% of the portfolio, ranked #1.

Roberts Foundation first reported a position in PG in Q4 2024 and has held it in 7 quarters since. The position peaked at $39.4M in Q1 2025. 4,028 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Roberts Foundation held 239,639 shares of Procter & Gamble worth $35.1M as of Q2 2026.
  • Roberts Foundation bought 1,815 Procter & Gamble shares in Q2 2026, an estimated $264K.
  • Procter & Gamble made up 100% of Roberts Foundation's portfolio in Q2 2026, its #1 holding.
  • Roberts Foundation first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
  • Roberts Foundation's Procter & Gamble position peaked at $39.4M in Q1 2025.
  • 4,028 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Roberts Foundation's 13F filing for Q2 2026, filed 11 Aug 2026.