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Stone House Investment Management’s Procter & Gamble PG Stock Holding History

Stone House Investment 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 		$30.1M Sell
208,162
-10,791
-5% -$1.64M 5.39% 7
2025
Q4 		$31.4M Sell
218,953
-10,514
-5% -$1.55M 4.87% 9
2025
Q3 		$35.3M Buy
229,467
+16,523
+8% +$2.58M 5.94% 5
2025
Q2 		$33.9M Buy
212,944
+4,046
+2% +$660K 6.24% 4
2025
Q1 		$35.6M Buy
208,898
+58,175
+39% +$9.74M 7.22% 4
2024
Q4 		$25.3M Sell
150,723
-74,783
-33% -$12.7M 6.42% 5
2024
Q3 		$39.1M Buy
225,506
+3,203
+1% +$544K 8.07% 4
2024
Q2 		$36.7M Buy
222,303
+4,122
+2% +$674K 9.53% 3
2024
Q1 		$35.4M Buy
218,181
+22,546
+12% +$3.54M 8.32% 4
2023
Q4 		$28.7M Sell
195,635
-9,559
-5% -$1.42M 9.89% 3
2023
Q3 		$29.9M Sell
205,194
-13,470
-6% -$2.06M 10.41% 3
2023
Q2 		$33.2M Sell
218,664
-8,596
-4% -$1.3M 12.03% 3
2023
Q1 		$33.8M Sell
227,260
-8,366
-4% -$1.2M 11.42% 4
2022
Q4 		$35.7M Sell
235,626
-3,880
-2% -$544K 12.73% 2
2022
Q3 		$30.2M Buy
239,506
+6,311
+3% +$897K 14.03% 2
2022
Q2 		$33.5M Buy
233,195
+16,268
+7% +$2.45M 15.16% 2
2022
Q1 		$33.1M Buy
216,927
+4,169
+2% +$652K 11.29% 3
2021
Q4 		$34.8M Buy
212,758
+14,910
+8% +$2.21M 11.91% 2
2021
Q3 		$26.7M Hold
197,848
– – 10.41% 3
2021
Q2 		$26.7M Buy
197,848
+3,282
+2% +$444K 10.41% 3
2021
Q1 		$27.1M Hold
194,566
– – 13.64% 2
2020
Q4 		$27.1M Buy
194,566
+5,916
+3% +$827K 13.63% 2
2020
Q3 		$26.2M Buy
188,650
+1,064
+0.6% +$141K 10.6% 2
2020
Q2 		$22.4M Buy
187,586
+7,756
+4% +$904K 11.26% 2
2020
Q1 		$19.8M Sell
179,830
-20,361
-10% -$2.44M 11.55% 3
2019
Q4 		$25M Buy
200,191
+11,373
+6% +$1.39M 18.26% 2
2019
Q3 		$23.5M Buy
188,818
+4,371
+2% +$516K 11.7% 2
2019
Q2 		$20.2M Sell
184,447
-1,585
-0.9% -$169K 10.57% 3
2019
Q1 		$19.4M Sell
186,032
-8,066
-4% -$785K 10.08% 2
2018
Q4 		$17.8M Sell
194,098
-9,920
-5% -$887K 11.27% 2
2018
Q3 		$17M Sell
204,018
-7,318
-3% -$598K 9.74% 2
2018
Q2 		$16.5M Sell
211,336
-14,511
-6% -$1.09M 10.51% 2
2018
Q1 		$17.9M Buy
225,847
+17,671
+8% +$1.47M 11.63% 2
2017
Q4 		$19.1M Buy
208,176
+2,057
+1% +$185K 12.95% 1
2017
Q3 		$18.8M Buy
206,119
+12,717
+7% +$1.16M 13.36% 1
2017
Q2 		$16.9M Buy
193,402
+577
+0.3% +$50.9K 12.11% 2
2017
Q1 		$17.3M Buy
192,825
+31,224
+19% +$2.77M 12.97% 1
2016
Q4 		$13.6M Buy
+161,601
New +$13.8M 11.43% 2

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

Stone House Investment Management's PG Position: Q1 2026 in Review

Stone House Investment Management reduced its Procter & Gamble (PG) stake by 4.9% in Q1 2026, selling an estimated $1.64M and leaving 208,162 shares worth $30.1M. The position accounts for 5.39% of the portfolio, ranked #7.

Stone House Investment Management first reported a position in PG in Q4 2016 and has held it in 38 quarters since. The position peaked at $39.1M in Q3 2024. 3,989 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Stone House Investment Management held 208,162 shares of Procter & Gamble worth $30.1M as of Q1 2026.
  • Stone House Investment Management sold 10,791 Procter & Gamble shares in Q1 2026, an estimated $1.64M.
  • Procter & Gamble made up 5.39% of Stone House Investment Management's portfolio in Q1 2026, its #7 holding.
  • Stone House Investment Management first reported a position in Procter & Gamble in Q4 2016 and has held it in 38 quarters since.
  • Stone House Investment Management's Procter & Gamble position peaked at $39.1M in Q3 2024.
  • 3,989 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.