SMG
PG icon

Smart Money Group’s Procter & Gamble PG Stock Holding History

Smart Money Group’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 		$1.3M Buy
8,891
+671
+8% +$97.7K 0.33% 40
2026
Q1 		$1.19M Buy
8,220
+800
+11% +$121K 0.35% 38
2025
Q4 		$1.06M Buy
7,420
+107
+1% +$15.8K 0.31% 47
2025
Q3 		$1.12M Buy
7,313
+398
+6% +$62.2K 0.33% 39
2025
Q2 		$1.1M Buy
6,915
+557
+9% +$90.9K 0.35% 34
2025
Q1 		$1.08M Buy
6,358
+1,070
+20% +$179K 0.37% 26
2024
Q4 		$886K Buy
5,288
+370
+8% +$63K 0.31% 53
2024
Q3 		$812K Buy
4,918
+1,076
+28% +$183K 0.29% 54
2024
Q2 		$618K Buy
3,842
+381
+11% +$62.3K 0.22% 61
2024
Q1 		$565K Buy
3,461
+1,187
+52% +$186K 0.22% 54
2023
Q4 		$333K Buy
2,274
+275
+14% +$40.7K 0.15% 63
2023
Q3 		$292K Buy
1,999
+372
+23% +$56.8K 0.14% 62
2023
Q2 		$247K Buy
+1,627
New +$245K 0.12% 57

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

Smart Money Group's PG Position: Q2 2026 in Review

Smart Money Group increased its Procter & Gamble (PG) stake by 8.2% in Q2 2026, buying an estimated $97.7K and bringing the position to 8,891 shares worth $1.3M. The position accounts for 0.33% of the portfolio, ranked #40.

Smart Money Group first reported a position in PG in Q2 2023 and has held it in 13 quarters since. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Smart Money Group held 8,891 shares of Procter & Gamble worth $1.3M as of Q2 2026.
  • Smart Money Group bought 671 Procter & Gamble shares in Q2 2026, an estimated $97.7K.
  • Procter & Gamble made up 0.33% of Smart Money Group's portfolio in Q2 2026, its #40 holding.
  • Smart Money Group first reported a position in Procter & Gamble in Q2 2023 and has held it in 13 quarters since.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Smart Money Group's 13F filing for Q2 2026, filed 29 Jul 2026.