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Sagewood Asset Management’s Procter & Gamble PG Stock Holding History

Sagewood Asset 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
Q2 		$622K Buy
4,242
+1,766
+71% +$257K 0.14% 139
2026
Q1 		$358K Buy
+2,476
New +$375K 0.11% 182

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 $3.38T AUM 44.17% 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

Sagewood Asset Management's PG Position: Q2 2026 in Review

Sagewood Asset Management increased its Procter & Gamble (PG) stake by 71% in Q2 2026, buying an estimated $257K and bringing the position to 4,242 shares worth $622K. The position accounts for 0.14% of the portfolio, ranked #139.

Sagewood Asset Management first reported a position in PG in Q1 2026 and has held it in 2 quarters since. 4,041 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Sagewood Asset Management held 4,242 shares of Procter & Gamble worth $622K as of Q2 2026.
  • Sagewood Asset Management bought 1,766 Procter & Gamble shares in Q2 2026, an estimated $257K.
  • Procter & Gamble made up 0.14% of Sagewood Asset Management's portfolio in Q2 2026, its #139 holding.
  • Sagewood Asset Management first reported a position in Procter & Gamble in Q1 2026 and has held it in 2 quarters since.
  • 4,041 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.