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Vista Capital Partners’s Procter & Gamble PG Stock Holding History

Vista Capital 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 		$309K Sell
2,109
-56
-3% -$8.15K 0.03% 130
2026
Q1 		$313K Buy
+2,165
New +$328K 0.03% 112

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Geode Capital Management
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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

Vista Capital Partners's PG Position: Q2 2026 in Review

Vista Capital Partners reduced its Procter & Gamble (PG) stake by 2.6% in Q2 2026, selling an estimated $8.15K and leaving 2,109 shares worth $309K. The position accounts for 0.03% of the portfolio, ranked #130.

Vista Capital Partners first reported a position in PG in Q1 2026 and has held it in 2 quarters since. The position peaked at $313K in Q1 2026. 4,041 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Vista Capital Partners held 2,109 shares of Procter & Gamble worth $309K as of Q2 2026.
  • Vista Capital Partners sold 56 Procter & Gamble shares in Q2 2026, an estimated $8.15K.
  • Procter & Gamble made up 0.03% of Vista Capital Partners's portfolio in Q2 2026, its #130 holding.
  • Vista Capital Partners first reported a position in Procter & Gamble in Q1 2026 and has held it in 2 quarters since.
  • Vista Capital Partners's Procter & Gamble position peaked at $313K in Q1 2026.
  • 4,041 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Vista Capital Partners's 13F filing for Q2 2026, filed 24 Jul 2026.