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Strategic Equity Management’s Procter & Gamble PG Stock Holding History

Strategic Equity 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 		$708K Sell
4,904
-55
-1% -$8.34K 0.27% 40
2025
Q4 		$711K Sell
4,959
-40
-0.8% -$5.9K 0.24% 41
2025
Q3 		$768K Sell
4,999
-17
-0.3% -$2.65K 0.28% 36
2025
Q2 		$799K Sell
5,016
-34
-0.7% -$5.55K 0.29% 38
2025
Q1 		$861K Sell
5,050
-44
-0.9% -$7.37K 0.36% 28
2024
Q4 		$854K Hold
5,094
– – 0.36% 32
2024
Q3 		$882K Sell
5,094
-96
-2% -$16.3K 0.42% 30
2024
Q2 		$856K Hold
5,190
– – 0.56% 23
2024
Q1 		$842K Sell
5,190
-59
-1% -$9.25K 0.7% 20
2023
Q4 		$769K Sell
5,249
-142
-3% -$21K 0.87% 18
2023
Q3 		$786K Hold
5,391
– – 0.3% 25
2023
Q2 		$818K Hold
5,391
– – 0.28% 26
2023
Q1 		$802K Hold
5,391
– – 0.29% 29
2022
Q4 		$817K Sell
5,391
-28
-0.5% -$3.92K 0.31% 23
2022
Q3 		$684K Hold
5,419
– – 0.28% 23
2022
Q2 		$779K Sell
5,419
-15
-0.3% -$2.25K 0.4% 22
2022
Q1 		$830K Sell
5,434
-50
-0.9% -$7.82K 0.3% 24
2021
Q4 		$897K Sell
5,484
-72
-1% -$10.7K 0.28% 30
2021
Q3 		$777K Buy
5,556
+293
+6% +$41.5K 0.26% 29
2021
Q2 		$710K Sell
5,263
-30
-0.6% -$4.06K 0.24% 29
2021
Q1 		$717K Buy
5,293
+17
+0.3% +$2.22K 0.3% 25
2020
Q4 		$734K Buy
+5,276
New +$737K 0.33% 22

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

Strategic Equity Management's PG Position: Q1 2026 in Review

Strategic Equity Management reduced its Procter & Gamble (PG) stake by 1.1% in Q1 2026, selling an estimated $8.34K and leaving 4,904 shares worth $708K. The position accounts for 0.27% of the portfolio, ranked #40.

Strategic Equity Management first reported a position in PG in Q4 2020 and has held it in 22 quarters since. The position peaked at $897K in Q4 2021. 3,987 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Strategic Equity Management held 4,904 shares of Procter & Gamble worth $708K as of Q1 2026.
  • Strategic Equity Management sold 55 Procter & Gamble shares in Q1 2026, an estimated $8.34K.
  • Procter & Gamble made up 0.27% of Strategic Equity Management's portfolio in Q1 2026, its #40 holding.
  • Strategic Equity Management first reported a position in Procter & Gamble in Q4 2020 and has held it in 22 quarters since.
  • Strategic Equity Management's Procter & Gamble position peaked at $897K in Q4 2021.
  • 3,987 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Strategic Equity Management's 13F filing for Q1 2026, filed 21 Apr 2026.