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SummitTX Capital’s Procter & Gamble PG Stock Holding History

SummitTX Capital’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
Q2 		$3.31M Buy
22,601
+1,859
+9% +$271K 0.09% 248
2026
Q1 		$3M Sell
20,742
-34,770
-63% -$5.27M 0.09% 235
2025
Q4 		$7.96M Buy
55,512
+45,177
+437% +$6.66M 0.24% 101
2025
Q3 		$1.59M Buy
10,335
+7,735
+298% +$1.21M 0.07% 303
2025
Q2 		$414K Sell
2,600
-3,124
-55% -$510K 0.02% 547
2025
Q1 		$975K Buy
+5,724
New +$959K 0.04% 410

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

SummitTX Capital's PG Position: Q2 2026 in Review

SummitTX Capital increased its Procter & Gamble (PG) stake by 9% in Q2 2026, buying an estimated $271K and bringing the position to 22,601 shares worth $3.31M. The position accounts for 0.09% of the portfolio, ranked #248.

SummitTX Capital first reported a position in PG in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.96M in Q4 2025. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • SummitTX Capital held 22,601 shares of Procter & Gamble worth $3.31M as of Q2 2026.
  • SummitTX Capital bought 1,859 Procter & Gamble shares in Q2 2026, an estimated $271K.
  • Procter & Gamble made up 0.09% of SummitTX Capital's portfolio in Q2 2026, its #248 holding.
  • SummitTX Capital first reported a position in Procter & Gamble in Q1 2025 and has held it in 6 quarters since.
  • SummitTX Capital's Procter & Gamble position peaked at $7.96M in Q4 2025.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.