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
2021 Q4	–	Sell	-18	Closed	-$252K	–	905
2021 Q3	$252K	Buy	+18	New	+$2.55K	0.02%	578
2020 Q2	–	Sell	-355	Closed	-$3.9M	–	464
2020 Q1	$3.9M	Buy	+355	New	+$42.6K	0.69%	38
2019 Q3	–	Sell	-138	Closed	-$1.51M	–	388
2019 Q2	$1.51M	Buy	+138	New	+$14.7K	0.18%	99
2019 Q1	–	Sell	-297	Closed	-$2.73M	–	320
2018 Q4	$2.73M	Buy	+297	New	+$26.6K	0.24%	69
2017 Q1	–	Sell	-38	Closed	-$320K	–	376
2016 Q4	$320K	Sell	38 -4,462	-99%	-$380K	0.07%	189
2016 Q3	$40.4M	Buy	+4,500	New	+$391K	13.62%	2
2014 Q4	–	Sell	-716	Closed	-$2K	–	702
2014 Q3	$2K	Sell	716 -892	-55%	-$73.1K	﹤0.01%	616
2014 Q2	$14K	Buy	+1,608	New	+$130K	﹤0.01%	381
2014 Q1	–	Sell	-970	Closed	-$472K	–	540
2013 Q4	$472K	Buy	970 +313	+48%	+$25.5K	0.08%	113
2013 Q3	$16K	Buy	657 +525	+398%	+$41.8K	0.01%	241
2013 Q2	$9K	Buy	+132	New	+$10.4K	﹤0.01%	330

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.