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Swan Capital’s Procter & Gamble PG Stock Holding History

Swan 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
Q1 		$9.97K Sell
69
-2
-3% -$303 ﹤0.01% 202
2025
Q4 		$10.2K Buy
71
+36
+103% +$5.31K ﹤0.01% 171
2025
Q3 		$5.42K Buy
35
+11
+46% +$1.72K ﹤0.01% 214
2025
Q2 		$3.82K Buy
+24
New +$3.92K ﹤0.01% 266

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

Swan Capital's PG Position: Q1 2026 in Review

Swan Capital reduced its Procter & Gamble (PG) stake by 2.8% in Q1 2026, selling an estimated $303 and leaving 69 shares worth $9.97K. The position accounts for ﹤0.01% of the portfolio, ranked #202.

Swan Capital first reported a position in PG in Q2 2025 and has held it in 4 quarters since. The position peaked at $10.2K in Q4 2025. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Swan Capital held 69 shares of Procter & Gamble worth $9.97K as of Q1 2026.
  • Swan Capital sold 2 Procter & Gamble shares in Q1 2026, an estimated $303.
  • Procter & Gamble made up ﹤0.01% of Swan Capital's portfolio in Q1 2026, its #202 holding.
  • Swan Capital first reported a position in Procter & Gamble in Q2 2025 and has held it in 4 quarters since.
  • Swan Capital's Procter & Gamble position peaked at $10.2K in Q4 2025.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Swan Capital's 13F filing for Q1 2026, filed 14 May 2026.