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Trail Ridge Investment Advisors’s Procter & Gamble PG Stock Holding History

Trail Ridge Investment Advisors’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 		$590K Sell
4,021
-53
-1% -$7.71K 0.25% 62
2026
Q1 		$588K Sell
4,074
-436
-10% -$66.1K 0.26% 64
2025
Q4 		$646K Buy
4,510
+36
+0.8% +$5.31K 0.28% 63
2025
Q3 		$687K Buy
4,474
+45
+1% +$7.03K 0.31% 62
2025
Q2 		$666K Sell
4,429
-39
-0.9% -$6.37K 0.32% 57
2025
Q1 		$761K Sell
4,468
-2,541
-36% -$426K 0.39% 53
2024
Q4 		$1.18M Sell
7,009
-12
-0.2% -$2.04K 0.56% 45
2024
Q3 		$1.19M Hold
7,021
– – 0.57% 46
2024
Q2 		$1.16M Buy
7,021
+182
+3% +$29.8K 0.6% 44
2024
Q1 		$1.11M Sell
6,839
-930
-12% -$146K 0.63% 43
2023
Q4 		$1.14M Sell
7,769
-120
-2% -$17.8K 0.7% 43
2023
Q3 		$1.15M Sell
7,889
-996
-11% -$152K 0.78% 40
2023
Q2 		$1.35M Sell
8,885
-394
-4% -$59.4K 0.83% 41
2023
Q1 		$1.38M Buy
9,279
+557
+6% +$79.6K 0.9% 35
2022
Q4 		$1.32M Buy
8,722
+68
+0.8% +$9.53K 0.91% 35
2022
Q3 		$1.22M Buy
8,654
+444
+5% +$63.1K 0.81% 41
2022
Q2 		$1.18M Buy
8,210
+165
+2% +$24.8K 0.8% 40
2022
Q1 		$1.23M Buy
8,045
+586
+8% +$91.7K 0.75% 44
2021
Q4 		$1.22M Buy
+7,459
New +$1.11M 0.73% 45

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

Trail Ridge Investment Advisors's PG Position: Q2 2026 in Review

Trail Ridge Investment Advisors reduced its Procter & Gamble (PG) stake by 1.3% in Q2 2026, selling an estimated $7.71K and leaving 4,021 shares worth $590K. The position accounts for 0.25% of the portfolio, ranked #62.

Trail Ridge Investment Advisors first reported a position in PG in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.38M in Q1 2023. 4,028 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Trail Ridge Investment Advisors held 4,021 shares of Procter & Gamble worth $590K as of Q2 2026.
  • Trail Ridge Investment Advisors sold 53 Procter & Gamble shares in Q2 2026, an estimated $7.71K.
  • Procter & Gamble made up 0.25% of Trail Ridge Investment Advisors's portfolio in Q2 2026, its #62 holding.
  • Trail Ridge Investment Advisors first reported a position in Procter & Gamble in Q4 2021 and has held it in 19 quarters since.
  • Trail Ridge Investment Advisors's Procter & Gamble position peaked at $1.38M in Q1 2023.
  • 4,028 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Trail Ridge Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.