Sanders Morris Harris’s Procter & Gamble PG Stock Holding History

Sanders Morris Harris’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	$337K	Sell	2,295 -5,389	-70%	-$784K	0.2%	47
2026 Q1	$1.11M	Buy	+7,684	New	+$1.16M	0.18%	109
2025 Q4	–	Sell	-8,530	Closed	-$1.31M	–	229
2025 Q3	$1.31M	Buy	8,530 +5,131	+151%	+$801K	0.17%	81
2025 Q2	$542K	Sell	3,399 -6,116	-64%	-$998K	0.13%	65
2025 Q1	$1.62M	Sell	9,515 -820	-8%	-$137K	0.25%	55
2024 Q4	$1.74M	Buy	10,335 +809	+8%	+$138K	0.26%	59
2024 Q3	$1.65M	Sell	9,526 -15	-0.2%	-$2.55K	0.27%	54
2024 Q2	$1.57M	Hold	9,541	–	–	0.26%	57
2024 Q1	$1.55M	Buy	9,541 +3,445	+57%	+$540K	0.28%	53
2023 Q4	$905K	Sell	6,096 -2,775	-31%	-$411K	0.45%	59
2023 Q3	$1.29M	Sell	8,871 -87	-1%	-$13.3K	0.26%	54
2023 Q2	$1.36M	Buy	8,958 +5,064	+130%	+$763K	0.3%	46
2023 Q1	$579K	Sell	3,894 -5,276	-58%	-$754K	0.2%	45
2022 Q4	$1.39M	Hold	9,170	–	–	0.53%	32
2022 Q3	$1.17M	Hold	9,170	–	–	0.29%	52
2022 Q2	$1.33M	Hold	9,170	–	–	0.29%	56
2022 Q1	$1.4M	Hold	9,170	–	–	0.27%	60
2021 Q4	$1.49M	Hold	9,170	–	–	0.26%	61
2021 Q3	$1.3M	Hold	9,170	–	–	0.24%	73
2021 Q2	$1.24M	Hold	9,170	–	–	0.24%	81
2021 Q1	$1.25M	Hold	9,170	–	–	0.26%	71
2020 Q4	$1.26M	Hold	9,170	–	–	0.29%	66
2020 Q3	$1.3M	Buy	+9,170	New	+$1.22M	0.35%	61
2020 Q2	–	Sell	-44,271	Closed	-$4.85M	–	178
2020 Q1	$4.85M	Buy	44,271 +6,587	+17%	+$791K	4.74%	2
2019 Q4	$4.54M	Buy	37,684 +500	+1%	+$61.2K	1.03%	21
2019 Q3	$4.53M	Buy	37,184 +21,500	+137%	+$2.54M	1.1%	17
2019 Q2	$1.73M	Buy	15,684 +10,121	+182%	+$1.08M	0.45%	53
2019 Q1	$578K	Buy	5,563 +35	+0.6%	+$3.41K	0.28%	55
2018 Q4	$508K	Sell	5,528 -155	-3%	-$13.9K	0.28%	54
2018 Q3	$473K	Sell	5,683 -1,050	-16%	-$85.9K	0.22%	63
2018 Q2	$525K	Sell	6,733 -210	-3%	-$15.8K	0.24%	64
2018 Q1	$551K	Buy	6,943 +1,220	+21%	+$102K	0.23%	70
2017 Q4	$526K	Sell	5,723 -255	-4%	-$22.9K	0.22%	64
2017 Q3	$544K	Hold	5,978	–	–	0.23%	71
2017 Q2	$521K	Buy	5,978 +234	+4%	+$20.6K	0.21%	59
2017 Q1	$516K	Sell	5,744 -1,396	-20%	-$124K	0.19%	75
2016 Q4	$600K	Sell	7,140 -1,196	-14%	-$102K	0.28%	53
2016 Q3	$748K	Sell	8,336 -27	-0.3%	-$2.35K	0.23%	65
2016 Q2	$709K	Sell	8,363 -28,788	-77%	-$2.36M	0.16%	122
2016 Q1	$3.06M	Buy	+37,151	New	+$2.99M	0.53%	37

Other funds holding PG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sanders Morris Harris's PG Position: Q2 2026 in Review

Sanders Morris Harris reduced its Procter & Gamble (PG) stake by 70% in Q2 2026, selling an estimated $784K and leaving 2,295 shares worth $337K. The position accounts for 0.2% of the portfolio, ranked #47.

Sanders Morris Harris first reported a position in PG in Q1 2016 and has held it in 40 quarters since. The position peaked at $4.85M in Q1 2020. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Sanders Morris Harris held 2,295 shares of Procter & Gamble worth $337K as of Q2 2026.
Sanders Morris Harris sold 5,389 Procter & Gamble shares in Q2 2026, an estimated $784K.
Procter & Gamble made up 0.2% of Sanders Morris Harris's portfolio in Q2 2026, its #47 holding.
Sanders Morris Harris first reported a position in Procter & Gamble in Q1 2016 and has held it in 40 quarters since.
Sanders Morris Harris's Procter & Gamble position peaked at $4.85M in Q1 2020.
4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Sanders Morris Harris's 13F filing for Q2 2026, filed 7 Jul 2026.