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Shulman DeMeo Asset Management’s Procter & Gamble PG Stock Holding History

Shulman DeMeo 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 		$608K Sell
4,143
-65
-2% -$9.46K 0.11% 65
2026
Q1 		$608K Sell
4,208
-133
-3% -$20.2K 0.13% 60
2025
Q4 		$622K Sell
4,341
-8
-0.2% -$1.18K 0.14% 55
2025
Q3 		$668K Sell
4,349
-1
-0% -$156 0.15% 49
2025
Q2 		$693K Sell
4,350
-150
-3% -$24.5K 0.17% 44
2025
Q1 		$767K Sell
4,500
-35
-0.8% -$5.86K 0.22% 40
2024
Q4 		$760K Sell
4,535
-599
-12% -$102K 0.21% 38
2024
Q3 		$889K Buy
5,134
+9
+0.2% +$1.53K 0.22% 38
2024
Q2 		$845K Buy
5,125
+14
+0.3% +$2.29K 0.22% 36
2024
Q1 		$829K Buy
5,111
+5
+0.1% +$784 0.22% 38
2023
Q4 		$748K Buy
5,106
+206
+4% +$30.5K 0.21% 39
2023
Q3 		$715K Sell
4,900
-65
-1% -$9.93K 0.24% 37
2023
Q2 		$753K Sell
4,965
-74
-1% -$11.2K 0.23% 38
2023
Q1 		$749K Sell
5,039
-18
-0.4% -$2.57K 0.24% 40
2022
Q4 		$766K Sell
5,057
-15
-0.3% -$2.1K 0.25% 39
2022
Q3 		$640K Sell
5,072
-17
-0.3% -$2.42K 0.23% 42
2022
Q2 		$732K Buy
5,089
+133
+3% +$20K 0.24% 40
2022
Q1 		$757K Buy
4,956
+295
+6% +$46.2K 0.21% 44
2021
Q4 		$762K Buy
4,661
+277
+6% +$41.1K 0.2% 45
2021
Q3 		$613K Buy
+4,384
New +$621K 0.53% 32
2021
Q2 		– Sell
-4,358
Closed -$590K – 124
2021
Q1 		$590K Buy
4,358
+480
+12% +$62.6K 0.16% 64
2020
Q4 		$540K Buy
3,878
+817
+27% +$114K 0.15% 63
2020
Q3 		$425K Buy
+3,061
New +$406K 0.14% 69

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

Shulman DeMeo Asset Management's PG Position: Q2 2026 in Review

Shulman DeMeo Asset Management reduced its Procter & Gamble (PG) stake by 1.5% in Q2 2026, selling an estimated $9.46K and leaving 4,143 shares worth $608K. The position accounts for 0.11% of the portfolio, ranked #65.

Shulman DeMeo Asset Management first reported a position in PG in Q3 2020 and has held it in 23 quarters since. The position peaked at $889K in Q3 2024. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Shulman DeMeo Asset Management held 4,143 shares of Procter & Gamble worth $608K as of Q2 2026.
  • Shulman DeMeo Asset Management sold 65 Procter & Gamble shares in Q2 2026, an estimated $9.46K.
  • Procter & Gamble made up 0.11% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #65 holding.
  • Shulman DeMeo Asset Management first reported a position in Procter & Gamble in Q3 2020 and has held it in 23 quarters since.
  • Shulman DeMeo Asset Management's Procter & Gamble position peaked at $889K in Q3 2024.
  • 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.