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

Schear 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 Q1	$2.29M	Hold	15,840	–	–	1.01%	34
2025 Q4	$2.27M	Sell	15,840 -4,410	-22%	-$650K	0.98%	38
2025 Q3	$3.11M	Buy	20,250 +13,841	+216%	+$2.16M	1.39%	21
2025 Q2	$1.02M	Buy	6,409 +1,431	+29%	+$234K	0.51%	63
2025 Q1	$848K	Sell	4,978 -58	-1%	-$9.71K	0.49%	59
2024 Q4	$844K	Buy	5,036 +35	+0.7%	+$5.96K	0.45%	61
2024 Q3	$866K	Buy	5,001 +16	+0.3%	+$2.72K	0.54%	60
2024 Q2	$822K	Buy	4,985 +33	+0.7%	+$5.39K	0.59%	57
2024 Q1	$803K	Buy	4,952 +19	+0.4%	+$2.98K	0.65%	55
2023 Q4	$723K	Buy	4,933 +67	+1%	+$9.92K	0.7%	45
2023 Q3	$710K	Sell	4,866 -157	-3%	-$24K	0.77%	45
2023 Q2	$762K	Buy	5,023 +468	+10%	+$70.5K	0.81%	45
2023 Q1	$677K	Sell	4,555 -873	-16%	-$125K	0.81%	44
2022 Q4	$823K	Buy	+5,428	New	+$761K	1.01%	33

Other funds holding PG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Schear Investment Advisers's PG Position: Q1 2026 in Review

Schear Investment Advisers held its Procter & Gamble (PG) position steady in Q1 2026 at 15,840 shares worth $2.29M. The position accounts for 1.01% of the portfolio, ranked #34.

Schear Investment Advisers first reported a position in PG in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.11M in Q3 2025. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Schear Investment Advisers held 15,840 shares of Procter & Gamble worth $2.29M as of Q1 2026.
Schear Investment Advisers left its Procter & Gamble share count unchanged in Q1 2026.
Procter & Gamble made up 1.01% of Schear Investment Advisers's portfolio in Q1 2026, its #34 holding.
Schear Investment Advisers first reported a position in Procter & Gamble in Q4 2022 and has held it in 14 quarters since.
Schear Investment Advisers's Procter & Gamble position peaked at $3.11M in Q3 2025.
3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Schear Investment Advisers's 13F filing for Q1 2026, filed 28 Apr 2026.