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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
Q2 		$2.2M Sell
14,989
-851
-5% -$124K 0.74% 38
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
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

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

Schear Investment Advisers reduced its Procter & Gamble (PG) stake by 5.4% in Q2 2026, selling an estimated $124K and leaving 14,989 shares worth $2.2M. The position accounts for 0.74% of the portfolio, ranked #38.

Schear Investment Advisers first reported a position in PG in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.11M in Q3 2025. 4,028 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Schear Investment Advisers held 14,989 shares of Procter & Gamble worth $2.2M as of Q2 2026.
  • Schear Investment Advisers sold 851 Procter & Gamble shares in Q2 2026, an estimated $124K.
  • Procter & Gamble made up 0.74% of Schear Investment Advisers's portfolio in Q2 2026, its #38 holding.
  • Schear Investment Advisers first reported a position in Procter & Gamble in Q4 2022 and has held it in 15 quarters since.
  • Schear Investment Advisers's Procter & Gamble position peaked at $3.11M in Q3 2025.
  • 4,028 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Schear Investment Advisers's 13F filing for Q2 2026, filed 27 Jul 2026.