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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
Q2 		$1.35M Buy
9,240
+140
+2% +$20.4K 0.38% 59
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 $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

Sunpointe's PG Position: Q2 2026 in Review

Sunpointe increased its Procter & Gamble (PG) stake by 1.5% in Q2 2026, buying an estimated $20.4K and bringing the position to 9,240 shares worth $1.35M. The position accounts for 0.38% of the portfolio, ranked #59.

Sunpointe first reported a position in PG in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.28M in Q4 2024. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Sunpointe held 9,240 shares of Procter & Gamble worth $1.35M as of Q2 2026.
  • Sunpointe bought 140 Procter & Gamble shares in Q2 2026, an estimated $20.4K.
  • Procter & Gamble made up 0.38% of Sunpointe's portfolio in Q2 2026, its #59 holding.
  • Sunpointe first reported a position in Procter & Gamble in Q4 2023 and has held it in 11 quarters since.
  • Sunpointe's Procter & Gamble position peaked at $2.28M in Q4 2024.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Sunpointe's 13F filing for Q2 2026, filed 24 Jul 2026.