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Sherman Asset Management’s Procter & Gamble PG Stock Holding History

Sherman Asset 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
2026
Q2 		$96.9K Sell
661
-647
-49% -$94.2K 0.08% 81
2026
Q1 		$189K Buy
1,308
+28
+2% +$4.25K 0.17% 51
2025
Q4 		$183K Hold
1,280
– – 0.16% 60
2025
Q3 		$197K Sell
1,280
-1,393
-52% -$218K 0.17% 53
2025
Q2 		$426K Sell
2,673
-1
-0% -$163 0.38% 37
2025
Q1 		$456K Buy
2,674
+143
+6% +$24K 0.44% 35
2024
Q4 		$424K Buy
+2,531
New +$431K 0.39% 38

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

Sherman Asset Management's PG Position: Q2 2026 in Review

Sherman Asset Management reduced its Procter & Gamble (PG) stake by 49% in Q2 2026, selling an estimated $94.2K and leaving 661 shares worth $96.9K. The position accounts for 0.08% of the portfolio, ranked #81.

Sherman Asset Management first reported a position in PG in Q4 2024 and has held it in 7 quarters since. The position peaked at $456K in Q1 2025. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Sherman Asset Management held 661 shares of Procter & Gamble worth $96.9K as of Q2 2026.
  • Sherman Asset Management sold 647 Procter & Gamble shares in Q2 2026, an estimated $94.2K.
  • Procter & Gamble made up 0.08% of Sherman Asset Management's portfolio in Q2 2026, its #81 holding.
  • Sherman Asset Management first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
  • Sherman Asset Management's Procter & Gamble position peaked at $456K in Q1 2025.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Sherman Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.