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Stamos Capital Partners’s Procter & Gamble PG Stock Holding History

Stamos Capital Partners’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 		$6.97M Buy
47,511
+12,060
+34% +$1.76M 1.07% 26
2026
Q1 		$5.12M Buy
35,451
+1,967
+6% +$298K 0.8% 38
2025
Q4 		$4.8M Buy
33,484
+25,316
+310% +$3.73M 0.77% 37
2025
Q3 		$1.26M Sell
8,168
-4,479
-35% -$700K 0.24% 99
2025
Q2 		$2.01M Buy
12,647
+883
+8% +$144K 0.36% 85
2025
Q1 		$2M Sell
11,764
-3,196
-21% -$535K 0.52% 61
2024
Q4 		$2.51M Buy
14,960
+290
+2% +$49.4K 0.59% 46
2024
Q3 		$2.54M Sell
14,670
-240
-2% -$40.7K 0.6% 50
2024
Q2 		$2.46M Sell
14,910
-550
-4% -$89.9K 0.52% 56
2024
Q1 		$2.51M Sell
15,460
-1,840
-11% -$289K 0.57% 45
2023
Q4 		$2.54M Sell
17,300
-2,460
-12% -$364K 0.69% 40
2023
Q3 		$2.88M Buy
19,760
+10
+0.1% +$1.53K 0.64% 48
2023
Q2 		$3M Sell
19,750
-1,370
-6% -$206K 0.7% 46
2023
Q1 		$3.14M Buy
21,120
+3,440
+19% +$492K 0.81% 36
2022
Q4 		$2.68M Buy
17,680
+1,680
+11% +$236K 0.85% 42
2022
Q3 		$2.02M Buy
16,000
+8,950
+127% +$1.27M 0.51% 50
2022
Q2 		$1.01M Buy
+7,050
New +$1.06M 0.31% 70

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

Stamos Capital Partners's PG Position: Q2 2026 in Review

Stamos Capital Partners increased its Procter & Gamble (PG) stake by 34% in Q2 2026, buying an estimated $1.76M and bringing the position to 47,511 shares worth $6.97M. The position accounts for 1.07% of the portfolio, ranked #26.

Stamos Capital Partners first reported a position in PG in Q2 2022 and has held it in 17 quarters since. 4,031 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Stamos Capital Partners held 47,511 shares of Procter & Gamble worth $6.97M as of Q2 2026.
  • Stamos Capital Partners bought 12,060 Procter & Gamble shares in Q2 2026, an estimated $1.76M.
  • Procter & Gamble made up 1.07% of Stamos Capital Partners's portfolio in Q2 2026, its #26 holding.
  • Stamos Capital Partners first reported a position in Procter & Gamble in Q2 2022 and has held it in 17 quarters since.
  • 4,031 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Stamos Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.