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

Smartleaf 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
Q1 		$6.06M Buy
41,839
+3,555
+9% +$539K 0.22% 81
2025
Q4 		$5.51M Buy
38,284
+587
+2% +$86.6K 0.21% 84
2025
Q3 		$5.79M Buy
37,697
+7,751
+26% +$1.21M 0.36% 55
2025
Q2 		$4.79M Sell
29,946
-1,350
-4% -$220K 0.42% 48
2025
Q1 		$5.26M Buy
31,296
+444
+1% +$74.4K 0.51% 37
2024
Q4 		$5.16M Buy
30,852
+7,221
+31% +$1.23M 0.53% 31
2024
Q3 		$4.1M Buy
23,631
+7,635
+48% +$1.3M 0.5% 38
2024
Q2 		$2.67M Buy
15,996
+2,610
+19% +$427K 0.44% 42
2024
Q1 		$2.18M Buy
13,386
+3,682
+38% +$577K 0.42% 51
2023
Q4 		$1.4M Buy
+9,704
New +$1.44M 0.37% 66

Other funds holding PG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Smartleaf Asset Management's PG Position: Q1 2026 in Review

Smartleaf Asset Management increased its Procter & Gamble (PG) stake by 9.3% in Q1 2026, buying an estimated $539K and bringing the position to 41,839 shares worth $6.06M. The position accounts for 0.22% of the portfolio, ranked #81.

Smartleaf Asset Management first reported a position in PG in Q4 2023 and has held it in 10 quarters since. 3,990 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Smartleaf Asset Management held 41,839 shares of Procter & Gamble worth $6.06M as of Q1 2026.
  • Smartleaf Asset Management bought 3,555 Procter & Gamble shares in Q1 2026, an estimated $539K.
  • Procter & Gamble made up 0.22% of Smartleaf Asset Management's portfolio in Q1 2026, its #81 holding.
  • Smartleaf Asset Management first reported a position in Procter & Gamble in Q4 2023 and has held it in 10 quarters since.
  • 3,990 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.