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Shelton Capital Management’s Procter & Gamble PG Stock Holding History

Shelton Capital 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
2016
Q2 		– Sell
-15,000
Closed -$1.24M – 772
2016
Q1 		$1.24M Hold
15,000
– – 0.11% 173
2015
Q4 		$1.19M Buy
+15,000
New +$1.15M 0.12% 175

Other funds holding PG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Shelton Capital Management's PG Position: Q1 2026 in Review

Shelton Capital Management reduced its Procter & Gamble (PG) stake by 29% in Q1 2026, selling an estimated $3.95M and leaving 62,694 shares worth $9.06M. The position accounts for 0.2% of the portfolio, ranked #109.

Shelton Capital Management first reported a position in PG in Q2 2013 and has held it in 52 quarters since. The position peaked at $24.5M in Q1 2021. 3,990 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Shelton Capital Management held 62,694 shares of Procter & Gamble worth $9.06M as of Q1 2026.
  • Shelton Capital Management sold 26,027 Procter & Gamble shares in Q1 2026, an estimated $3.95M.
  • Procter & Gamble made up 0.2% of Shelton Capital Management's portfolio in Q1 2026, its #109 holding.
  • Shelton Capital Management first reported a position in Procter & Gamble in Q2 2013 and has held it in 52 quarters since.
  • Shelton Capital Management's Procter & Gamble position peaked at $24.5M in Q1 2021.
  • 3,990 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.