Tacita Capital’s Procter & Gamble PG Stock Holding History

Tacita 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	$361K	Hold	2,500	–	–	0.21%	66
2025 Q4	$358K	Hold	2,500	–	–	0.21%	67
2025 Q3	$384K	Sell	2,500 -18	-0.7%	-$2.81K	0.23%	61
2025 Q2	$401K	Hold	2,518	–	–	0.26%	62
2025 Q1	$429K	Hold	2,518	–	–	0.31%	60
2024 Q4	$422K	Hold	2,518	–	–	0.3%	57
2024 Q3	$436K	Hold	2,518	–	–	0.28%	61
2024 Q2	$415K	Sell	2,518 -1,650	-40%	-$270K	0.29%	61
2024 Q1	$676K	Hold	4,168	–	–	0.47%	44
2023 Q4	$611K	Buy	4,168 +18	+0.4%	+$2.67K	0.45%	48
2023 Q3	$605K	Hold	4,150	–	–	0.47%	47
2023 Q2	$630K	Hold	4,150	–	–	0.46%	45
2023 Q1	$617K	Hold	4,150	–	–	0.46%	47
2022 Q4	$629K	Hold	4,150	–	–	0.47%	47
2022 Q3	$524K	Hold	4,150	–	–	0.41%	48
2022 Q2	$597K	Hold	4,150	–	–	0.41%	45
2022 Q1	$634K	Hold	4,150	–	–	0.37%	46
2021 Q4	$679K	Hold	4,150	–	–	0.39%	47
2021 Q3	$580K	Hold	4,150	–	–	0.36%	49
2021 Q2	$560K	Hold	4,150	–	–	0.34%	50
2021 Q1	$562K	Buy	4,150 +1,450	+54%	+$189K	0.36%	52
2020 Q4	$376K	Buy	+2,700	New	+$377K	0.25%	66

Other funds holding PG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Tacita Capital's PG Position: Q1 2026 in Review

Tacita Capital held its Procter & Gamble (PG) position steady in Q1 2026 at 2,500 shares worth $361K. The position accounts for 0.21% of the portfolio, ranked #66.

Tacita Capital first reported a position in PG in Q4 2020 and has held it in 22 quarters since. The position peaked at $679K in Q4 2021. 3,987 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Tacita Capital held 2,500 shares of Procter & Gamble worth $361K as of Q1 2026.
Tacita Capital left its Procter & Gamble share count unchanged in Q1 2026.
Procter & Gamble made up 0.21% of Tacita Capital's portfolio in Q1 2026, its #66 holding.
Tacita Capital first reported a position in Procter & Gamble in Q4 2020 and has held it in 22 quarters since.
Tacita Capital's Procter & Gamble position peaked at $679K in Q4 2021.
3,987 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Tacita Capital's 13F filing for Q1 2026, filed 7 May 2026.