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Verum Partners’s Procter & Gamble PG Stock Holding History

Verum Partners’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 		$1.09M Buy
7,454
+307
+4% +$44.7K 0.16% 76
2026
Q1 		$1.03M Buy
7,147
+1,217
+21% +$185K 0.2% 68
2025
Q4 		$850K Sell
5,930
-1,145
-16% -$169K 0.17% 69
2025
Q3 		$1.09M Sell
7,075
-171
-2% -$26.7K 0.23% 61
2025
Q2 		$1.15M Buy
7,246
+406
+6% +$66.3K 0.27% 57
2025
Q1 		$1.17M Buy
6,840
+394
+6% +$66K 0.31% 51
2024
Q4 		$1.08M Buy
6,446
+122
+2% +$20.8K 0.31% 53
2024
Q3 		$1.1M Buy
6,324
+88
+1% +$14.9K 0.32% 55
2024
Q2 		$1.03M Buy
6,236
+144
+2% +$23.5K 0.33% 52
2024
Q1 		$988K Buy
6,092
+22
+0.4% +$3.45K 0.35% 54
2023
Q4 		$889K Buy
6,070
+379
+7% +$56.1K 0.35% 56
2023
Q3 		$830K Buy
5,691
+757
+15% +$116K 0.37% 56
2023
Q2 		$749K Sell
4,934
-9
-0.2% -$1.36K 0.68% 32
2023
Q1 		$735K Buy
4,943
+11
+0.2% +$1.57K 0.79% 32
2022
Q4 		$747K Buy
+4,932
New +$691K 0.92% 30

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

Verum Partners's PG Position: Q2 2026 in Review

Verum Partners increased its Procter & Gamble (PG) stake by 4.3% in Q2 2026, buying an estimated $44.7K and bringing the position to 7,454 shares worth $1.09M. The position accounts for 0.16% of the portfolio, ranked #76.

Verum Partners first reported a position in PG in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.17M in Q1 2025. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Verum Partners held 7,454 shares of Procter & Gamble worth $1.09M as of Q2 2026.
  • Verum Partners bought 307 Procter & Gamble shares in Q2 2026, an estimated $44.7K.
  • Procter & Gamble made up 0.16% of Verum Partners's portfolio in Q2 2026, its #76 holding.
  • Verum Partners first reported a position in Procter & Gamble in Q4 2022 and has held it in 15 quarters since.
  • Verum Partners's Procter & Gamble position peaked at $1.17M in Q1 2025.
  • 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Verum Partners's 13F filing for Q2 2026, filed 22 Jul 2026.