SPC
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Spirepoint Private Client’s Procter & Gamble PG Stock Holding History

Spirepoint Private Client’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 		$7.49M Buy
51,095
+115
+0.2% +$16.7K 0.61% 45
2026
Q1 		$7.36M Buy
50,980
+212
+0.4% +$32.1K 0.7% 40
2025
Q4 		$7.28M Sell
50,768
-39,955
-44% -$5.89M 0.7% 42
2025
Q3 		$13.9M Buy
90,723
+2,499
+3% +$390K 1.47% 13
2025
Q2 		$14.1M Buy
88,224
+69
+0.1% +$11.3K 1.59% 14
2025
Q1 		$15M Buy
88,155
+1,925
+2% +$322K 1.96% 9
2024
Q4 		$14.5M Buy
86,230
+4,258
+5% +$725K 1.81% 10
2024
Q3 		$14.2M Buy
81,972
+2,167
+3% +$368K 1.88% 8
2024
Q2 		$13.2M Buy
79,805
+2,212
+3% +$362K 1.87% 11
2024
Q1 		$12.6M Buy
+77,593
New +$12.2M 1.92% 9

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

Spirepoint Private Client's PG Position: Q2 2026 in Review

Spirepoint Private Client increased its Procter & Gamble (PG) stake by 0.23% in Q2 2026, buying an estimated $16.7K and bringing the position to 51,095 shares worth $7.49M. The position accounts for 0.61% of the portfolio, ranked #45.

Spirepoint Private Client first reported a position in PG in Q1 2024 and has held it in 10 quarters since. The position peaked at $15M in Q1 2025. 3,999 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Spirepoint Private Client held 51,095 shares of Procter & Gamble worth $7.49M as of Q2 2026.
  • Spirepoint Private Client bought 115 Procter & Gamble shares in Q2 2026, an estimated $16.7K.
  • Procter & Gamble made up 0.61% of Spirepoint Private Client's portfolio in Q2 2026, its #45 holding.
  • Spirepoint Private Client first reported a position in Procter & Gamble in Q1 2024 and has held it in 10 quarters since.
  • Spirepoint Private Client's Procter & Gamble position peaked at $15M in Q1 2025.
  • 3,999 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Spirepoint Private Client's 13F filing for Q2 2026, filed 5 Aug 2026.