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Synergy Investment Management’s Procter & Gamble PG Stock Holding History

Synergy Investment Management’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 		$157K Buy
+1,088
New +$165K 0.05% 160
2025
Q2 		– Sell
-1,019
Closed -$174K – 427
2025
Q1 		$174K Buy
1,019
+3
+0.3% +$502 0.07% 133
2024
Q4 		$170K Buy
+1,016
New +$173K 0.07% 132

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

Synergy Investment Management's PG Position: Q1 2026 in Review

Synergy Investment Management opened a new position in Procter & Gamble (PG) in Q1 2026: 1,088 shares worth $157K. The stake represents 0.05% of the portfolio and ranks #160 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in PG as recently as Q1 2025.

Synergy Investment Management first reported a position in PG in Q4 2024 and has held it in 3 quarters since. The position peaked at $174K in Q1 2025. 3,989 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Synergy Investment Management held 1,088 shares of Procter & Gamble worth $157K as of Q1 2026.
  • Procter & Gamble was a new Synergy Investment Management position in Q1 2026.
  • Procter & Gamble made up 0.05% of Synergy Investment Management's portfolio in Q1 2026, its #160 holding.
  • Synergy Investment Management first reported a position in Procter & Gamble in Q4 2024 and has held it in 3 quarters since.
  • Synergy Investment Management's Procter & Gamble position peaked at $174K in Q1 2025.
  • 3,989 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.