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 Q3	$229K	Sell	1,570 -2,573	-62%	-$377K	0.05%	123
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

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

QPBE

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

HHAA

Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Shulman DeMeo Asset Management's PG Position: Q3 2026 in Review

Shulman DeMeo Asset Management reduced its Procter & Gamble (PG) stake by 62% in Q3 2026, selling an estimated $377K and leaving 1,570 shares worth $229K. The position accounts for 0.05% of the portfolio, ranked #123.

Shulman DeMeo Asset Management first reported a position in PG in Q3 2020 and has held it in 24 quarters since. The position peaked at $889K in Q3 2024. 215 funds tracked by Wall St. Rank hold PG as of Q3 2026.

Shulman DeMeo Asset Management held 1,570 shares of Procter & Gamble worth $229K as of Q3 2026.
Shulman DeMeo Asset Management sold 2,573 Procter & Gamble shares in Q3 2026, an estimated $377K.
Procter & Gamble made up 0.05% of Shulman DeMeo Asset Management's portfolio in Q3 2026, its #123 holding.
Shulman DeMeo Asset Management first reported a position in Procter & Gamble in Q3 2020 and has held it in 24 quarters since.
Shulman DeMeo Asset Management's Procter & Gamble position peaked at $889K in Q3 2024.
215 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.