SFC
PG icon

Swisher Financial Concepts’s Procter & Gamble PG Stock Holding History

Swisher Financial Concepts’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 		$305K Sell
2,081
-4,363
-68% -$635K 0.19% 49
2026
Q1 		$931K Buy
6,444
+56
+0.9% +$8.49K 0.52% 31
2025
Q4 		$915K Sell
6,388
-59
-0.9% -$8.7K 0.52% 30
2025
Q3 		$991K Sell
6,447
-14
-0.2% -$2.19K 0.59% 26
2025
Q2 		$1.03M Buy
6,461
+1,635
+34% +$267K 0.66% 24
2025
Q1 		$823K Buy
4,826
+111
+2% +$18.6K 0.68% 27
2024
Q4 		$791K Buy
4,715
+7
+0.1% +$1.19K 0.93% 24
2024
Q3 		$802K Sell
4,708
-67
-1% -$11.4K 0.51% 33
2024
Q2 		$783K Buy
4,775
+7
+0.1% +$1.14K 0.79% 22
2024
Q1 		$746K Buy
4,768
+7
+0.1% +$1.1K 0.65% 24
2023
Q4 		$710K Buy
+4,761
New +$705K 0.68% 24

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

Swisher Financial Concepts's PG Position: Q2 2026 in Review

Swisher Financial Concepts reduced its Procter & Gamble (PG) stake by 68% in Q2 2026, selling an estimated $635K and leaving 2,081 shares worth $305K. The position accounts for 0.19% of the portfolio, ranked #49.

Swisher Financial Concepts first reported a position in PG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.03M in Q2 2025. 4,032 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Swisher Financial Concepts held 2,081 shares of Procter & Gamble worth $305K as of Q2 2026.
  • Swisher Financial Concepts sold 4,363 Procter & Gamble shares in Q2 2026, an estimated $635K.
  • Procter & Gamble made up 0.19% of Swisher Financial Concepts's portfolio in Q2 2026, its #49 holding.
  • Swisher Financial Concepts first reported a position in Procter & Gamble in Q4 2023 and has held it in 11 quarters since.
  • Swisher Financial Concepts's Procter & Gamble position peaked at $1.03M in Q2 2025.
  • 4,032 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Swisher Financial Concepts's 13F filing for Q2 2026, filed 6 Aug 2026.