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TrueMark Investments’s Procter & Gamble PG Stock Holding History

TrueMark Investments’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 		$4.91M Buy
33,454
+4,371
+15% +$636K 0.61% 50
2026
Q1 		$4.2M Buy
29,083
+8,817
+44% +$1.34M 0.82% 48
2025
Q4 		$2.9M Sell
20,266
-22,321
-52% -$3.29M 0.55% 55
2025
Q3 		$6.54M Buy
42,587
+23,500
+123% +$3.67M 1.14% 33
2025
Q2 		$3.04M Buy
19,087
+7,649
+67% +$1.25M 0.66% 64
2025
Q1 		$1.95M Buy
11,438
+9,080
+385% +$1.52M 0.51% 66
2024
Q4 		$395K Buy
+2,358
New +$402K 0.13% 115

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

TrueMark Investments's PG Position: Q2 2026 in Review

TrueMark Investments increased its Procter & Gamble (PG) stake by 15% in Q2 2026, buying an estimated $636K and bringing the position to 33,454 shares worth $4.91M. The position accounts for 0.61% of the portfolio, ranked #50.

TrueMark Investments first reported a position in PG in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.54M in Q3 2025. 3,999 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • TrueMark Investments held 33,454 shares of Procter & Gamble worth $4.91M as of Q2 2026.
  • TrueMark Investments bought 4,371 Procter & Gamble shares in Q2 2026, an estimated $636K.
  • Procter & Gamble made up 0.61% of TrueMark Investments's portfolio in Q2 2026, its #50 holding.
  • TrueMark Investments first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
  • TrueMark Investments's Procter & Gamble position peaked at $6.54M in Q3 2025.
  • 3,999 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on TrueMark Investments's 13F filing for Q2 2026, filed 22 Jul 2026.