Rothschild Investment LLC’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.71M | Buy |
32,588
+9,864
| +43% | +$1.5M | 0.25% | 93 |
|
|
2025
Q4 | $3.26M | Sell |
22,724
-1,750
| -7% | -$258K | 0.18% | 112 |
|
|
2025
Q3 | $3.76M | Sell |
24,474
-1,219
| -5% | -$190K | 0.21% | 104 |
|
|
2025
Q2 | $4.09M | Sell |
25,693
-226
| -0.9% | -$36.9K | 0.26% | 95 |
|
|
2025
Q1 | $4.42M | Buy |
25,919
+136
| +0.5% | +$22.8K | 0.3% | 75 |
|
|
2024
Q4 | $4.32M | Buy |
25,783
+1,311
| +5% | +$223K | 0.28% | 77 |
|
|
2024
Q3 | $4.24M | Buy |
24,472
+424
| +2% | +$72K | 0.28% | 82 |
|
|
2024
Q2 | $3.97M | Buy |
24,048
+3,874
| +19% | +$633K | 0.28% | 81 |
|
|
2024
Q1 | $3.27M | Buy |
20,174
+105
| +0.5% | +$16.5K | 0.24% | 93 |
|
|
2023
Q4 | $2.94M | Sell |
20,069
-7,399
| -27% | -$1.1M | 0.25% | 95 |
|
|
2023
Q3 | $4.01M | Buy |
27,468
+988
| +4% | +$151K | 0.34% | 80 |
|
|
2023
Q2 | $4.02M | Buy |
26,480
+2,409
| +10% | +$363K | 0.33% | 79 |
|
|
2023
Q1 | $3.58M | Buy |
24,071
+454
| +2% | +$64.9K | 0.31% | 83 |
|
|
2022
Q4 | $3.58M | Buy |
23,617
+143
| +0.6% | +$20K | 0.33% | 85 |
|
|
2022
Q3 | $2.96M | Sell |
23,474
-999
| -4% | -$142K | 0.29% | 91 |
|
|
2022
Q2 | $3.52M | Sell |
24,473
-50
| -0.2% | -$7.51K | 0.32% | 84 |
|
|
2022
Q1 | $3.75M | Buy |
24,523
+197
| +0.8% | +$30.8K | 0.29% | 92 |
|
|
2021
Q4 | $3.98M | Hold |
24,326
| – | – | 0.31% | 85 |
|
|
2021
Q3 | $3.4M | Sell |
24,326
-4,463
| -16% | -$633K | 0.29% | 88 |
|
|
2021
Q2 | $3.88M | Hold |
28,789
| – | – | 0.31% | 86 |
|
|
2021
Q1 | $3.9M | Sell |
28,789
-196
| -0.7% | -$25.6K | 0.34% | 83 |
|
|
2020
Q4 | $4.03M | Buy |
28,985
+952
| +3% | +$133K | 0.39% | 73 |
|
|
2020
Q3 | $3.9M | Buy |
28,033
+899
| +3% | +$119K | 0.42% | 68 |
|
|
2020
Q2 | $3.24M | Sell |
27,134
-700
| -3% | -$81.6K | 0.39% | 74 |
|
|
2020
Q1 | $3.06M | Buy |
27,834
+626
| +2% | +$75.1K | 0.4% | 68 |
|
|
2019
Q4 | $3.4M | Sell |
27,208
-339
| -1% | -$41.5K | 0.34% | 80 |
|
|
2019
Q3 | $3.43M | Sell |
27,547
-652
| -2% | -$77K | 0.4% | 73 |
|
|
2019
Q2 | $3.09M | Sell |
28,199
-15,424
| -35% | -$1.64M | 0.36% | 76 |
|
|
2019
Q1 | $4.54M | Sell |
43,623
-1,626
| -4% | -$158K | 0.53% | 54 |
|
|
2018
Q4 | $4.16M | Sell |
45,249
-170
| -0.4% | -$15.2K | 0.56% | 53 |
|
|
2018
Q3 | $3.78M | Buy |
45,419
+726
| +2% | +$59.4K | 0.45% | 64 |
|
|
2018
Q2 | $3.49M | Buy |
44,693
+14,990
| +50% | +$1.13M | 0.44% | 65 |
|
|
2018
Q1 | $2.35M | Sell |
29,703
-476
| -2% | -$39.7K | 0.3% | 89 |
|
|
2017
Q4 | $2.77M | Sell |
30,179
-1,265
| -4% | -$114K | 0.3% | 79 |
|
|
2017
Q3 | $2.86M | Sell |
31,444
-2,100
| -6% | -$191K | 0.32% | 71 |
|
|
2017
Q2 | $2.92M | Sell |
33,544
-4,705
| -12% | -$415K | 0.33% | 74 |
|
|
2017
Q1 | $3.44M | Buy |
38,249
+472
| +1% | +$41.9K | 0.4% | 61 |
|
|
2016
Q4 | $3.18M | Sell |
37,777
-4,201
| -10% | -$358K | 0.38% | 66 |
|
|
2016
Q3 | $3.77M | Sell |
41,978
-2,748
| -6% | -$239K | 0.46% | 62 |
|
|
2016
Q2 | $3.79M | Hold |
44,726
| – | – | 0.48% | 59 |
|
|
2016
Q1 | $3.68M | Sell |
44,726
-726
| -2% | -$58.5K | 0.47% | 61 |
|
|
2015
Q4 | $3.61M | Buy |
45,452
+635
| +1% | +$48.5K | 0.46% | 61 |
|
|
2015
Q3 | $3.22M | Sell |
44,817
-200
| -0.4% | -$15K | 0.42% | 65 |
|
|
2015
Q2 | $3.52M | Sell |
45,017
-1,424
| -3% | -$115K | 0.41% | 64 |
|
|
2015
Q1 | $3.81M | Sell |
46,441
-696
| -1% | -$59.8K | 0.45% | 62 |
|
|
2014
Q4 | $4.29M | Sell |
47,137
-726
| -2% | -$63.9K | 0.51% | 50 |
|
|
2014
Q3 | $4.01M | Sell |
47,863
-88,285
| -65% | -$7.23M | 0.49% | 49 |
|
|
2014
Q2 | $10.7M | Sell |
136,148
-198
| -0.1% | -$16K | 1.37% | 10 |
|
|
2014
Q1 | $11M | Sell |
136,346
-1,500
| -1% | -$118K | 1.48% | 10 |
|
|
2013
Q4 | $11.2M | Buy |
137,846
+1,622
| +1% | +$132K | 1.53% | 9 |
|
|
2013
Q3 | $10.3M | Sell |
136,224
-294
| -0.2% | -$23.4K | 1.52% | 9 |
|
|
2013
Q2 | $10.5M | Buy |
+136,518
| New | +$10.7M | 1.71% | 8 |
|
Other funds holding PG
VCM
VPM
Rothschild Investment LLC's PG Position: Q1 2026 in Review
Rothschild Investment LLC increased its Procter & Gamble (PG) stake by 43% in Q1 2026, buying an estimated $1.5M and bringing the position to 32,588 shares worth $4.71M. The position accounts for 0.25% of the portfolio, ranked #93.
Rothschild Investment LLC first reported a position in PG in Q2 2013 and has held it in 52 quarters since. The position peaked at $11.2M in Q4 2013. 3,990 funds tracked by Wall St. Rank hold PG as of Q1 2026.
- Rothschild Investment LLC held 32,588 shares of Procter & Gamble worth $4.71M as of Q1 2026.
- Rothschild Investment LLC bought 9,864 Procter & Gamble shares in Q1 2026, an estimated $1.5M.
- Procter & Gamble made up 0.25% of Rothschild Investment LLC's portfolio in Q1 2026, its #93 holding.
- Rothschild Investment LLC first reported a position in Procter & Gamble in Q2 2013 and has held it in 52 quarters since.
- Rothschild Investment LLC's Procter & Gamble position peaked at $11.2M in Q4 2013.
- 3,990 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.
Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.