SIA
PG icon

Sage Investment Advisers’s Procter & Gamble PG Stock Holding History

Sage Investment Advisers’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 		$588K Buy
4,008
+508
+15% +$73.9K 0.4% 51
2026
Q1 		$504K Buy
3,500
+140
+4% +$21.2K 0.37% 54
2025
Q4 		$481K Buy
+3,360
New +$495K 0.36% 56
2024
Q3 		$520K Buy
3,000
+45
+2% +$7.64K 0.54% 43
2024
Q2 		$487K Sell
2,955
-14
-0.5% -$2.29K 0.55% 40
2024
Q1 		$482K Buy
2,969
+15
+0.5% +$2.35K 0.55% 42
2023
Q4 		$433K Buy
2,954
+25
+0.9% +$3.7K 0.53% 42
2023
Q3 		$427K Hold
2,929
– – 0.59% 39
2023
Q2 		$444K Buy
2,929
+1
+0% +$151 0.59% 38
2023
Q1 		$435K Buy
2,928
+1
+0% +$143 0.58% 38
2022
Q4 		$444K Hold
2,927
– – 0.63% 39
2022
Q3 		$369K Buy
2,927
+1
+0% +$142 0.58% 42
2022
Q2 		$421K Sell
2,926
-21
-0.7% -$3.16K 0.66% 38
2022
Q1 		$450K Sell
2,947
-302
-9% -$47.2K 0.6% 41
2021
Q4 		$531K Buy
+3,249
New +$482K 0.68% 38

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

Sage Investment Advisers's PG Position: Q2 2026 in Review

Sage Investment Advisers increased its Procter & Gamble (PG) stake by 15% in Q2 2026, buying an estimated $73.9K and bringing the position to 4,008 shares worth $588K. The position accounts for 0.4% of the portfolio, ranked #51.

Sage Investment Advisers first reported a position in PG in Q4 2021 and has held it in 15 quarters since. 4,001 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Sage Investment Advisers held 4,008 shares of Procter & Gamble worth $588K as of Q2 2026.
  • Sage Investment Advisers bought 508 Procter & Gamble shares in Q2 2026, an estimated $73.9K.
  • Procter & Gamble made up 0.4% of Sage Investment Advisers's portfolio in Q2 2026, its #51 holding.
  • Sage Investment Advisers first reported a position in Procter & Gamble in Q4 2021 and has held it in 15 quarters since.
  • 4,001 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Sage Investment Advisers's 13F filing for Q2 2026, filed 9 Jul 2026.