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Summit Investment Advisors’s Procter & Gamble PG Stock Holding History

Summit Investment Advisors’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
2025
Q2 		$231K Buy
1,534
+22
+1% +$3.59K 0.19% 55
2025
Q1 		$241K Buy
1,512
+9
+0.6% +$1.51K 0.21% 52
2024
Q4 		$257K Buy
+1,503
New +$256K 0.23% 48

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Summit Investment Advisors's PG Position: Q2 2025 in Review

Summit Investment Advisors increased its Procter & Gamble (PG) stake by 1.5% in Q2 2025, buying an estimated $3.59K and bringing the position to 1,534 shares worth $231K. The position accounts for 0.19% of the portfolio, ranked #55.

Summit Investment Advisors first reported a position in PG in Q4 2024 and has held it in 3 quarters since. The position peaked at $257K in Q4 2024. 3,962 funds tracked by Wall St. Rank hold PG as of Q2 2025.

  • Summit Investment Advisors held 1,534 shares of Procter & Gamble worth $231K as of Q2 2025.
  • Summit Investment Advisors bought 22 Procter & Gamble shares in Q2 2025, an estimated $3.59K.
  • Procter & Gamble made up 0.19% of Summit Investment Advisors's portfolio in Q2 2025, its #55 holding.
  • Summit Investment Advisors first reported a position in Procter & Gamble in Q4 2024 and has held it in 3 quarters since.
  • Summit Investment Advisors's Procter & Gamble position peaked at $257K in Q4 2024.
  • 3,962 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2025.

Based on Summit Investment Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.