Spinnaker Investment Group’s Procter & Gamble PG Stock Holding History

Spinnaker Investment 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	$914K	Buy	6,230 +83	+1%	+$12.1K	0.15%	60
2026 Q1	$888K	Sell	6,147 -1,349	-18%	-$205K	0.18%	48
2025 Q4	$1.07M	Buy	7,496 +30	+0.4%	+$4.42K	0.19%	45
2025 Q3	$1.15M	Buy	7,466 +380	+5%	+$59.3K	0.22%	38
2025 Q2	$1.13M	Sell	7,086 -665	-9%	-$109K	0.27%	29
2025 Q1	$1.32M	Sell	7,751 -31	-0.4%	-$5.19K	0.3%	28
2024 Q4	$1.3M	Sell	7,782 -167	-2%	-$28.4K	0.31%	27
2024 Q3	$1.38M	Sell	7,949 -31	-0.4%	-$5.26K	0.34%	28
2024 Q2	$1.32M	Sell	7,980 -513	-6%	-$83.9K	0.36%	27
2024 Q1	$1.38M	Buy	8,493 +14	+0.2%	+$2.2K	0.39%	26
2023 Q4	$1.24M	Sell	8,479 -98	-1%	-$14.5K	0.38%	26
2023 Q3	$1.25M	Buy	8,577 +62	+0.7%	+$9.47K	0.42%	26
2023 Q2	$1.29M	Sell	8,515 -18	-0.2%	-$2.71K	0.43%	24
2023 Q1	$1.27M	Buy	8,533 +82	+1%	+$11.7K	0.45%	24
2022 Q4	$1.28M	Buy	8,451 +149	+2%	+$20.9K	0.46%	25
2022 Q3	$1.05M	Buy	8,302 +698	+9%	+$99.2K	0.41%	24
2022 Q2	$1.09M	Buy	7,604 +495	+7%	+$74.4K	0.45%	22
2022 Q1	$1.1M	Buy	7,109 +190	+3%	+$29.7K	0.36%	28
2021 Q4	$1.12M	Buy	+6,919	New	+$1.03M	0.39%	29

Other funds holding PG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Spinnaker Investment Group's PG Position: Q2 2026 in Review

Spinnaker Investment Group increased its Procter & Gamble (PG) stake by 1.4% in Q2 2026, buying an estimated $12.1K and bringing the position to 6,230 shares worth $914K. The position accounts for 0.15% of the portfolio, ranked #60.

Spinnaker Investment Group first reported a position in PG in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.38M in Q1 2024. 4,015 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Spinnaker Investment Group held 6,230 shares of Procter & Gamble worth $914K as of Q2 2026.
Spinnaker Investment Group bought 83 Procter & Gamble shares in Q2 2026, an estimated $12.1K.
Procter & Gamble made up 0.15% of Spinnaker Investment Group's portfolio in Q2 2026, its #60 holding.
Spinnaker Investment Group first reported a position in Procter & Gamble in Q4 2021 and has held it in 19 quarters since.
Spinnaker Investment Group's Procter & Gamble position peaked at $1.38M in Q1 2024.
4,015 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Spinnaker Investment Group's 13F filing for Q2 2026, filed 10 Jul 2026.