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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
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 $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

Roberts Foundation's PG Position: Q1 2026 in Review

Roberts Foundation increased its Procter & Gamble (PG) stake by 0.66% in Q1 2026, buying an estimated $235K and bringing the position to 237,824 shares worth $34.4M. 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 6 quarters since. The position peaked at $39.4M in Q1 2025. 3,989 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Roberts Foundation held 237,824 shares of Procter & Gamble worth $34.4M as of Q1 2026.
  • Roberts Foundation bought 1,551 Procter & Gamble shares in Q1 2026, an estimated $235K.
  • Procter & Gamble made up 100% of Roberts Foundation's portfolio in Q1 2026, its #1 holding.
  • Roberts Foundation first reported a position in Procter & Gamble in Q4 2024 and has held it in 6 quarters since.
  • Roberts Foundation's Procter & Gamble position peaked at $39.4M in Q1 2025.
  • 3,989 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Roberts Foundation's 13F filing for Q1 2026, filed 20 Apr 2026.