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SGL Investment Advisors’s Procter & Gamble PG Stock Holding History

SGL Investment Advisors’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 		$856K Buy
5,844
+502
+9% +$73.1K 0.3% 66
2026
Q1 		$766K Sell
5,342
-51
-0.9% -$7.73K 0.29% 71
2025
Q4 		$855K Sell
5,393
-1,749
-24% -$258K 0.34% 64
2025
Q3 		$1.06M Buy
7,142
+2,843
+66% +$444K 0.44% 47
2025
Q2 		$679K Buy
4,299
+2,315
+117% +$378K 0.32% 63
2025
Q1 		$315K Buy
1,984
+230
+13% +$38.5K 0.16% 87
2024
Q4 		$297K Buy
1,754
+251
+17% +$42.7K 0.15% 85
2024
Q3 		$251K Buy
+1,503
New +$255K 0.13% 91

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

SGL Investment Advisors's PG Position: Q2 2026 in Review

SGL Investment Advisors increased its Procter & Gamble (PG) stake by 9.4% in Q2 2026, buying an estimated $73.1K and bringing the position to 5,844 shares worth $856K. The position accounts for 0.3% of the portfolio, ranked #66.

SGL Investment Advisors first reported a position in PG in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.06M in Q3 2025. 4,041 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • SGL Investment Advisors held 5,844 shares of Procter & Gamble worth $856K as of Q2 2026.
  • SGL Investment Advisors bought 502 Procter & Gamble shares in Q2 2026, an estimated $73.1K.
  • Procter & Gamble made up 0.3% of SGL Investment Advisors's portfolio in Q2 2026, its #66 holding.
  • SGL Investment Advisors first reported a position in Procter & Gamble in Q3 2024 and has held it in 8 quarters since.
  • SGL Investment Advisors's Procter & Gamble position peaked at $1.06M in Q3 2025.
  • 4,041 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on SGL Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.