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Sunpointe’s Procter & Gamble PG Stock Holding History

Sunpointe’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 		$1.31M Sell
9,100
-3,056
-25% -$463K 0.43% 54
2025
Q4 		$1.74M Sell
12,156
-1,775
-13% -$262K 0.58% 39
2025
Q3 		$2.14M Buy
13,931
+1,623
+13% +$253K 0.77% 34
2025
Q2 		$1.96M Sell
12,308
-589
-5% -$96.1K 0.78% 33
2025
Q1 		$2.2M Sell
12,897
-702
-5% -$118K 1.17% 22
2024
Q4 		$2.28M Buy
13,599
+10,838
+393% +$1.85M 1.15% 23
2024
Q3 		$478K Sell
2,761
-39
-1% -$6.62K 0.39% 64
2024
Q2 		$462K Buy
2,800
+191
+7% +$31.2K 0.3% 70
2024
Q1 		$423K Buy
2,609
+73
+3% +$11.4K 0.47% 61
2023
Q4 		$372K Buy
+2,536
New +$376K 0.47% 64

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

Sunpointe's PG Position: Q1 2026 in Review

Sunpointe reduced its Procter & Gamble (PG) stake by 25% in Q1 2026, selling an estimated $463K and leaving 9,100 shares worth $1.31M. The position accounts for 0.43% of the portfolio, ranked #54.

Sunpointe first reported a position in PG in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.28M in Q4 2024. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Sunpointe held 9,100 shares of Procter & Gamble worth $1.31M as of Q1 2026.
  • Sunpointe sold 3,056 Procter & Gamble shares in Q1 2026, an estimated $463K.
  • Procter & Gamble made up 0.43% of Sunpointe's portfolio in Q1 2026, its #54 holding.
  • Sunpointe first reported a position in Procter & Gamble in Q4 2023 and has held it in 10 quarters since.
  • Sunpointe's Procter & Gamble position peaked at $2.28M in Q4 2024.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Sunpointe's 13F filing for Q1 2026, filed 21 Apr 2026.