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

Tortoise 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 		$372K Sell
2,573
-997
-28% -$151K 0.03% 185
2025
Q4 		$512K Sell
3,570
-43
-1% -$6.34K 0.04% 153
2025
Q3 		$555K Buy
3,613
+52
+1% +$8.12K 0.05% 144
2025
Q2 		$567K Buy
3,561
+108
+3% +$17.6K 0.05% 139
2025
Q1 		$588K Sell
3,453
-521
-13% -$87.3K 0.06% 133
2024
Q4 		$666K Sell
3,974
-489
-11% -$83.3K 0.07% 135
2024
Q3 		$773K Buy
4,463
+23
+0.5% +$3.9K 0.08% 127
2024
Q2 		$732K Sell
4,440
-420
-9% -$68.7K 0.08% 128
2024
Q1 		$789K Buy
4,860
+45
+0.9% +$7.06K 0.1% 125
2023
Q4 		$706K Sell
4,815
-21
-0.4% -$3.11K 0.1% 127
2023
Q3 		$705K Buy
4,836
+6
+0.1% +$916 0.11% 122
2023
Q2 		$733K Buy
4,830
+828
+21% +$125K 0.11% 121
2023
Q1 		$595K Hold
4,002
– – 0.09% 125
2022
Q4 		$607K Sell
4,002
-34
-0.8% -$4.77K 0.11% 122
2022
Q3 		$510K Buy
4,036
+2,252
+126% +$320K 0.1% 122
2022
Q2 		$257K Buy
1,784
+302
+20% +$45.4K 0.05% 155
2022
Q1 		$226K Buy
1,482
+166
+13% +$26K 0.04% 168
2021
Q4 		$215K Buy
1,316
+55
+4% +$8.17K 0.04% 160
2021
Q3 		$176K Sell
1,261
-53
-4% -$7.51K 0.04% 165
2021
Q2 		$177K Hold
1,314
– – 0.04% 162
2021
Q1 		$178K Buy
1,314
+150
+13% +$19.6K 0.04% 156
2020
Q4 		$162K Buy
1,164
+23
+2% +$3.21K 0.04% 154
2020
Q3 		$159K Sell
1,141
-90
-7% -$11.9K 0.04% 152
2020
Q2 		$147K Sell
1,231
-740
-38% -$86.3K 0.04% 153
2020
Q1 		$217K Sell
1,971
-890
-31% -$107K 0.06% 120
2019
Q4 		$357K Buy
2,861
+872
+44% +$107K 0.08% 106
2019
Q3 		$247K Sell
1,989
-700
-26% -$82.7K 0.06% 125
2019
Q2 		$295K Buy
2,689
+220
+9% +$23.4K 0.07% 122
2019
Q1 		$257K Hold
2,469
– – 0.07% 127
2018
Q4 		$227K Sell
2,469
-542
-18% -$48.5K 0.06% 133
2018
Q3 		$251K Buy
3,011
+200
+7% +$16.4K 0.07% 125
2018
Q2 		$219K Sell
2,811
-52
-2% -$3.91K 0.06% 129
2018
Q1 		$227K Sell
2,863
-1,200
-30% -$100K 0.06% 128
2017
Q4 		$373K Sell
4,063
-214
-5% -$19.2K 0.11% 103
2017
Q3 		$389K Buy
4,277
+396
+10% +$36.1K 0.12% 96
2017
Q2 		$338K Sell
3,881
-121
-3% -$10.7K 0.11% 99
2017
Q1 		$360K Sell
4,002
-66
-2% -$5.85K 0.12% 87
2016
Q4 		$342K Buy
4,068
+229
+6% +$19.5K 0.12% 84
2016
Q3 		$345K Sell
3,839
-38
-1% -$3.3K 0.12% 82
2016
Q2 		$328K Sell
3,877
-303
-7% -$24.9K 0.11% 88
2016
Q1 		$344K Sell
4,180
-2,368
-36% -$191K 0.12% 87
2015
Q4 		$520K Buy
6,548
+808
+14% +$61.7K 0.19% 71
2015
Q3 		$413K Sell
5,740
-150
-3% -$11.2K 0.16% 79
2015
Q2 		$461K Hold
5,890
– – 0.17% 78
2015
Q1 		$483K Buy
5,890
+540
+10% +$46.4K 0.18% 72
2014
Q4 		$487K Sell
5,350
-165
-3% -$14.5K 0.2% 71
2014
Q3 		$462K Sell
5,515
-101
-2% -$8.28K 0.19% 64
2014
Q2 		$441K Buy
5,616
+1,101
+24% +$88.8K 0.18% 65
2014
Q1 		$364K Hold
4,515
– – 0.17% 72
2013
Q4 		$368K Sell
4,515
-119
-3% -$9.7K 0.2% 66
2013
Q3 		$350K Hold
4,634
– – 0.21% 66
2013
Q2 		$357K Buy
+4,634
New +$364K 0.24% 58

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

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

Tortoise Investment Management reduced its Procter & Gamble (PG) stake by 28% in Q1 2026, selling an estimated $151K and leaving 2,573 shares worth $372K. The position accounts for 0.03% of the portfolio, ranked #185.

Tortoise Investment Management first reported a position in PG in Q2 2013 and has held it in 52 quarters since. The position peaked at $789K in Q1 2024. 3,987 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Tortoise Investment Management held 2,573 shares of Procter & Gamble worth $372K as of Q1 2026.
  • Tortoise Investment Management sold 997 Procter & Gamble shares in Q1 2026, an estimated $151K.
  • Procter & Gamble made up 0.03% of Tortoise Investment Management's portfolio in Q1 2026, its #185 holding.
  • Tortoise Investment Management first reported a position in Procter & Gamble in Q2 2013 and has held it in 52 quarters since.
  • Tortoise Investment Management's Procter & Gamble position peaked at $789K in Q1 2024.
  • 3,987 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Tortoise Investment Management's 13F filing for Q1 2026, filed 5 May 2026.