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Tidemark’s Procter & Gamble PG Stock Holding History

Tidemark’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 		$30.6K Hold
209
– – 0.01% 360
2026
Q1 		$30.2K Buy
209
+61
+41% +$9.25K 0.01% 319
2025
Q4 		$21.2K Hold
148
– – 0.01% 335
2025
Q3 		$22.7K Hold
148
– – 0.01% 339
2025
Q2 		$23.6K Sell
148
-701
-83% -$114K 0.01% 344
2025
Q1 		$145K Hold
849
– – 0.05% 142
2024
Q4 		$142K Buy
849
+1
+0.1% +$170 0.05% 147
2024
Q3 		$147K Sell
848
-1
-0.1% -$170 0.06% 133
2024
Q2 		$140K Hold
849
– – 0.06% 131
2024
Q1 		$138K Sell
849
-45
-5% -$7.06K 0.08% 143
2023
Q4 		$131K Buy
+894
New +$132K 0.08% 138

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

Tidemark's PG Position: Q2 2026 in Review

Tidemark held its Procter & Gamble (PG) position steady in Q2 2026 at 209 shares worth $30.6K. The position accounts for 0.01% of the portfolio, ranked #360.

Tidemark first reported a position in PG in Q4 2023 and has held it in 11 quarters since. The position peaked at $147K in Q3 2024. 4,033 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Tidemark held 209 shares of Procter & Gamble worth $30.6K as of Q2 2026.
  • Tidemark left its Procter & Gamble share count unchanged in Q2 2026.
  • Procter & Gamble made up 0.01% of Tidemark's portfolio in Q2 2026, its #360 holding.
  • Tidemark first reported a position in Procter & Gamble in Q4 2023 and has held it in 11 quarters since.
  • Tidemark's Procter & Gamble position peaked at $147K in Q3 2024.
  • 4,033 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.