SGI
PG icon

Summit Global Investments’s Procter & Gamble PG Stock Holding History

Summit Global Investments’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 		$2.56M Buy
17,744
+5,266
+42% +$798K 0.15% 74
2025
Q4 		$1.79M Buy
12,478
+5,599
+81% +$826K 0.11% 102
2025
Q3 		$1.06M Sell
6,879
-6,194
-47% -$967K 0.06% 192
2025
Q2 		$2.08M Buy
13,073
+3,916
+43% +$639K 0.12% 112
2025
Q1 		$1.56M Buy
9,157
+4,212
+85% +$705K 0.11% 108
2024
Q4 		$829K Sell
4,945
-1,761
-26% -$300K 0.05% 251
2024
Q3 		$1.16M Buy
6,706
+835
+14% +$142K 0.07% 221
2024
Q2 		$968K Sell
5,871
-15,388
-72% -$2.52M 0.07% 242
2024
Q1 		$3.45M Sell
21,259
-1,655
-7% -$260K 0.26% 86
2023
Q4 		$3.36M Buy
22,914
+11,938
+109% +$1.77M 0.22% 94
2023
Q3 		$1.6M Sell
10,976
-4,985
-31% -$761K 0.11% 148
2023
Q2 		$2.42M Buy
15,961
+5,706
+56% +$860K 0.16% 123
2023
Q1 		$1.52M Buy
10,255
+1,064
+12% +$152K 0.12% 165
2022
Q4 		$1.39M Buy
9,191
+216
+2% +$30.3K 0.12% 164
2022
Q3 		$1.13M Sell
8,975
-8,397
-48% -$1.19M 0.1% 186
2022
Q2 		$2.5M Buy
17,372
+266
+2% +$40K 0.22% 105
2022
Q1 		$2.61M Buy
17,106
+606
+4% +$94.8K 0.19% 119
2021
Q4 		$2.7M Buy
16,500
+3,232
+24% +$480K 0.17% 113
2021
Q3 		$1.85M Sell
13,268
-121
-0.9% -$17.2K 0.14% 135
2021
Q2 		$1.81M Sell
13,389
-266
-2% -$36K 0.11% 148
2021
Q1 		$1.85M Buy
13,655
+10,386
+318% +$1.36M 0.12% 133
2020
Q4 		$455K Buy
3,269
+1,623
+99% +$227K 0.05% 209
2020
Q3 		$229K Sell
1,646
-930
-36% -$123K 0.02% 234
2020
Q2 		$308K Hold
2,576
– – 0.04% 216
2020
Q1 		$283K Sell
2,576
-24,070
-90% -$2.89M 0.04% 202
2019
Q4 		$3.33M Sell
26,646
-38,232
-59% -$4.68M 0.36% 68
2019
Q3 		$8.07M Buy
64,878
+1,452
+2% +$172K 0.94% 39
2019
Q2 		$6.96M Buy
63,426
+21,035
+50% +$2.24M 0.87% 41
2019
Q1 		$4.41M Sell
42,391
-58,974
-58% -$5.74M 0.56% 58
2018
Q4 		$9.32M Buy
101,365
+31,042
+44% +$2.78M 1.44% 17
2018
Q3 		$5.85M Buy
70,323
+809
+1% +$66.2K 0.79% 43
2018
Q2 		$5.43M Sell
69,514
-47,670
-41% -$3.59M 0.82% 43
2018
Q1 		$9.29M Buy
117,184
+6,140
+6% +$512K 1.48% 22
2017
Q4 		$10.2M Sell
111,044
-22,272
-17% -$2M 1.58% 20
2017
Q3 		$12.1M Buy
133,316
+68,081
+104% +$6.2M 1.9% 18
2017
Q2 		$5.68M Buy
65,235
+3,141
+5% +$277K 1.7% 16
2017
Q1 		$5.58M Buy
62,094
+10,105
+19% +$896K 1.82% 8
2016
Q4 		$4.37M Buy
+51,989
New +$4.43M 1.59% 17

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

Summit Global Investments's PG Position: Q1 2026 in Review

Summit Global Investments increased its Procter & Gamble (PG) stake by 42% in Q1 2026, buying an estimated $798K and bringing the position to 17,744 shares worth $2.56M. The position accounts for 0.15% of the portfolio, ranked #74.

Summit Global Investments first reported a position in PG in Q4 2016 and has held it in 38 quarters since. The position peaked at $12.1M in Q3 2017. 3,990 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Summit Global Investments held 17,744 shares of Procter & Gamble worth $2.56M as of Q1 2026.
  • Summit Global Investments bought 5,266 Procter & Gamble shares in Q1 2026, an estimated $798K.
  • Procter & Gamble made up 0.15% of Summit Global Investments's portfolio in Q1 2026, its #74 holding.
  • Summit Global Investments first reported a position in Procter & Gamble in Q4 2016 and has held it in 38 quarters since.
  • Summit Global Investments's Procter & Gamble position peaked at $12.1M in Q3 2017.
  • 3,990 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Summit Global Investments's 13F filing for Q1 2026, filed 7 May 2026.