SimplyRich’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.39M | Buy |
11,746
+4,899
| +72% | +$713K | 0.33% | 79 |
|
|
2026
Q1 | $988K | Sell |
6,847
-7
| -0.1% | -$1.06K | 0.25% | 87 |
|
|
2025
Q4 | $982K | Hold |
6,854
| – | – | 0.26% | 83 |
|
|
2025
Q3 | $1.05M | Hold |
6,854
| – | – | 0.28% | 81 |
|
|
2025
Q2 | $1.09M | Hold |
6,854
| – | – | 0.3% | 79 |
|
|
2025
Q1 | $1.17M | Sell |
6,854
-53
| -0.8% | -$8.88K | 0.34% | 74 |
|
|
2024
Q4 | $1.16M | Hold |
6,907
| – | – | 0.33% | 74 |
|
|
2024
Q3 | $1.2M | Hold |
6,907
| – | – | 0.33% | 73 |
|
|
2024
Q2 | $1.14M | Sell |
6,907
-13
| -0.2% | -$2.13K | 0.36% | 69 |
|
|
2024
Q1 | $1.12M | Sell |
6,920
-44
| -0.6% | -$6.9K | 0.36% | 69 |
|
|
2023
Q4 | $1.02M | Hold |
6,964
| – | – | 0.35% | 74 |
|
|
2023
Q3 | $1.01M | Sell |
6,964
-19
| -0.3% | -$2.9K | 0.49% | 59 |
|
|
2023
Q2 | $1.06M | Sell |
6,983
-6
| -0.1% | -$904 | 0.38% | 69 |
|
|
2023
Q1 | $1.04M | Sell |
6,989
-21
| -0.3% | -$3K | 0.39% | 67 |
|
|
2022
Q4 | $1.06M | Hold |
7,010
| – | – | 0.42% | 61 |
|
|
2022
Q3 | $885K | Sell |
7,010
-14
| -0.2% | -$1.99K | 0.4% | 65 |
|
|
2022
Q2 | $1.01M | Sell |
7,024
-13
| -0.2% | -$1.95K | 0.42% | 62 |
|
|
2022
Q1 | $1.07M | Sell |
7,037
-157
| -2% | -$24.6K | 0.38% | 72 |
|
|
2021
Q4 | $1.18M | Buy |
7,194
+16
| +0.2% | +$2.38K | 0.39% | 67 |
|
|
2021
Q3 | $1M | Sell |
7,178
-17
| -0.2% | -$2.41K | 0.37% | 72 |
|
|
2021
Q2 | $970K | Buy |
7,195
+16
| +0.2% | +$2.17K | 0.45% | 67 |
|
|
2021
Q1 | $972K | Buy |
7,179
+189
| +3% | +$24.7K | 0.39% | 69 |
|
|
2020
Q4 | $973K | Sell |
6,990
-6
| -0.1% | -$839 | 0.43% | 55 |
|
|
2020
Q3 | $972K | Sell |
6,996
-5
| -0.1% | -$664 | 0.49% | 50 |
|
|
2020
Q2 | $824K | Hold |
7,001
| – | – | 0.45% | 56 |
|
|
2020
Q1 | $805K | Sell |
7,001
-115
| -2% | -$13.8K | 0.54% | 49 |
|
|
2019
Q4 | $886K | Hold |
7,116
| – | – | 0.45% | 61 |
|
|
2019
Q3 | $886K | Hold |
7,116
| – | – | 0.48% | 57 |
|
|
2019
Q2 | $780K | Buy |
+7,116
| New | +$758K | 0.43% | 66 |
|
|
2018
Q4 | – | Sell |
-7,286
| Closed | -$606K | – | 126 |
|
|
2018
Q3 | $606K | Hold |
7,286
| – | – | 0.33% | 95 |
|
|
2018
Q2 | $569K | Sell |
7,286
-227
| -3% | -$17.1K | 0.33% | 99 |
|
|
2018
Q1 | $596K | Hold |
7,513
| – | – | 0.33% | 101 |
|
|
2017
Q4 | $690K | Buy |
+7,513
| New | +$676K | 0.39% | 90 |
|
Other funds holding PG
SimplyRich's PG Position: Q2 2026 in Review
SimplyRich increased its Procter & Gamble (PG) stake by 72% in Q2 2026, buying an estimated $713K and bringing the position to 11,746 shares worth $1.39M. The position accounts for 0.33% of the portfolio, ranked #79.
SimplyRich first reported a position in PG in Q4 2017 and has held it in 33 quarters since. 4,031 funds tracked by Wall St. Rank hold PG as of Q2 2026.
- SimplyRich held 11,746 shares of Procter & Gamble worth $1.39M as of Q2 2026.
- SimplyRich bought 4,899 Procter & Gamble shares in Q2 2026, an estimated $713K.
- Procter & Gamble made up 0.33% of SimplyRich's portfolio in Q2 2026, its #79 holding.
- SimplyRich first reported a position in Procter & Gamble in Q4 2017 and has held it in 33 quarters since.
- 4,031 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.
Based on SimplyRich's 13F filing for Q2 2026, filed 3 Aug 2026.