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Triumph Capital Management’s Procter & Gamble PG Stock Holding History

Triumph Capital 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
Q2 		$1.35M Sell
9,178
-2,178
-19% -$317K 0.24% 96
2026
Q1 		$1.64M Sell
11,356
-343
-3% -$52K 0.33% 63
2025
Q4 		$1.68M Sell
11,699
-1,649
-12% -$243K 0.36% 56
2025
Q3 		$2.05M Buy
13,348
+2,042
+18% +$319K 0.55% 43
2025
Q2 		$1.8M Buy
11,306
+1,347
+14% +$220K 0.54% 41
2025
Q1 		$1.7M Buy
9,959
+559
+6% +$93.6K 0.57% 39
2024
Q4 		$1.58M Buy
9,400
+4,763
+103% +$811K 0.54% 37
2024
Q3 		$803K Buy
4,637
+1,210
+35% +$205K 0.29% 85
2024
Q2 		$565K Sell
3,427
-1,437
-30% -$235K 0.22% 107
2024
Q1 		$781K Sell
4,864
-2,139
-31% -$335K 0.32% 78
2023
Q4 		$1.03M Buy
7,003
+918
+15% +$136K 0.44% 56
2023
Q3 		$888K Sell
6,085
-1,231
-17% -$188K 0.4% 60
2023
Q2 		$1.11M Sell
7,316
-3,270
-31% -$493K 0.5% 43
2023
Q1 		$1.57M Buy
10,586
+535
+5% +$76.5K 0.8% 26
2022
Q4 		$1.52M Buy
10,051
+371
+4% +$52K 0.82% 25
2022
Q3 		$1.22M Buy
9,680
+441
+5% +$62.6K 0.67% 37
2022
Q2 		$1.33M Buy
9,239
+4,344
+89% +$653K 0.7% 35
2022
Q1 		$748K Buy
4,895
+435
+10% +$68.1K 0.32% 72
2021
Q4 		$730K Sell
4,460
-1,701
-28% -$253K 0.32% 74
2021
Q3 		$861K Buy
+6,161
New +$873K 0.4% 61

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

Triumph Capital Management's PG Position: Q2 2026 in Review

Triumph Capital Management reduced its Procter & Gamble (PG) stake by 19% in Q2 2026, selling an estimated $317K and leaving 9,178 shares worth $1.35M. The position accounts for 0.24% of the portfolio, ranked #96.

Triumph Capital Management first reported a position in PG in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.05M in Q3 2025. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Triumph Capital Management held 9,178 shares of Procter & Gamble worth $1.35M as of Q2 2026.
  • Triumph Capital Management sold 2,178 Procter & Gamble shares in Q2 2026, an estimated $317K.
  • Procter & Gamble made up 0.24% of Triumph Capital Management's portfolio in Q2 2026, its #96 holding.
  • Triumph Capital Management first reported a position in Procter & Gamble in Q3 2021 and has held it in 20 quarters since.
  • Triumph Capital Management's Procter & Gamble position peaked at $2.05M in Q3 2025.
  • 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.