Vista Investment Partners II’s Procter & Gamble PG Stock Holding History

Vista Investment Partners II’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	$772K	Sell	5,267 -546	-9%	-$79.5K	0.3%	79
2026 Q1	$840K	Sell	5,813 -219	-4%	-$33.2K	0.38%	68
2025 Q4	$864K	Sell	6,032 -192	-3%	-$28.3K	0.37%	69
2025 Q3	$956K	Sell	6,224 -96	-2%	-$15K	0.45%	58
2025 Q2	$1.01M	Buy	6,320 +35	+0.6%	+$5.71K	0.49%	56
2025 Q1	$1.07M	Sell	6,285 -129	-2%	-$21.6K	0.59%	50
2024 Q4	$1.08M	Buy	+6,414	New	+$1.09M	0.64%	47

Other funds holding PG

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Vista Investment Partners II's PG Position: Q2 2026 in Review

Vista Investment Partners II reduced its Procter & Gamble (PG) stake by 9.4% in Q2 2026, selling an estimated $79.5K and leaving 5,267 shares worth $772K. The position accounts for 0.3% of the portfolio, ranked #79.

Vista Investment Partners II first reported a position in PG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.08M in Q4 2024. 1,982 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Vista Investment Partners II held 5,267 shares of Procter & Gamble worth $772K as of Q2 2026.
Vista Investment Partners II sold 546 Procter & Gamble shares in Q2 2026, an estimated $79.5K.
Procter & Gamble made up 0.3% of Vista Investment Partners II's portfolio in Q2 2026, its #79 holding.
Vista Investment Partners II first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
Vista Investment Partners II's Procter & Gamble position peaked at $1.08M in Q4 2024.
1,982 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Vista Investment Partners II's 13F filing for Q2 2026, filed 21 Jul 2026.