Summit Securities Group’s Procter & Gamble PG Stock Holding History

Summit Securities Group’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
2022 Q1	–	Sell	-3,000	Closed	-$491K	–	1293
2021 Q4	$491K	Buy	+3,000	New	+$445K	0.02%	373
2021 Q3	–	Sell	-21	Closed	-$283K	–	844
2021 Q2	$283K	Buy	+21	New	+$2.84K	0.02%	545
2019 Q3	–	Sell	-148	Closed	-$1.62M	–	386
2019 Q2	$1.62M	Buy	+148	New	+$15.8K	0.19%	94
2017 Q4	–	Sell	-25	Closed	-$227K	–	239
2017 Q3	$227K	Buy	+25	New	+$2.28K	0.04%	178
2017 Q1	–	Sell	-132	Closed	-$1.11M	–	374
2016 Q4	$1.11M	Sell	132 -149	-53%	-$12.7K	0.24%	86
2016 Q3	$2.52M	Buy	+281	New	+$24.4K	0.85%	20
2015 Q4	–	Sell	-67	Closed	-$65K	–	401
2015 Q3	$65K	Buy	+67	New	+$5.02K	0.05%	151

Other funds holding PG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Summit Securities Group's PG Position: Q2 2026 in Review

Summit Securities Group sold out of Procter & Gamble (PG) in Q2 2026, closing a stake of 1,512 shares — an estimated $218K sold.

Summit Securities Group first reported a position in PG in Q2 2013 and held it in 37 quarters. The position peaked at $47.5M in Q3 2016. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Summit Securities Group reported no remaining Procter & Gamble position as of Q2 2026 after selling out during the quarter.
Summit Securities Group sold 1,512 Procter & Gamble shares in Q2 2026, an estimated $218K.
Summit Securities Group first reported a position in Procter & Gamble in Q2 2013 and held it in 37 quarters.
Summit Securities Group's Procter & Gamble position peaked at $47.5M in Q3 2016.
4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.