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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
Q2 		$6.21M Hold
41,839
– – 0.2% 87
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 $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

Smartleaf Asset Management's PG Position: Q2 2026 in Review

Smartleaf Asset Management held its Procter & Gamble (PG) position steady in Q2 2026 at 41,839 shares worth $6.21M. The position accounts for 0.2% of the portfolio, ranked #87.

Smartleaf Asset Management first reported a position in PG in Q4 2023 and has held it in 11 quarters since. 4,033 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Smartleaf Asset Management held 41,839 shares of Procter & Gamble worth $6.21M as of Q2 2026.
  • Smartleaf Asset Management left its Procter & Gamble share count unchanged in Q2 2026.
  • Procter & Gamble made up 0.2% of Smartleaf Asset Management's portfolio in Q2 2026, its #87 holding.
  • Smartleaf Asset Management first reported a position in Procter & Gamble in Q4 2023 and has held it in 11 quarters since.
  • 4,033 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.