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

Vista Investment 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	$2.18M	Buy	14,893 +62	+0.4%	+$9.02K	0.55%	59
2026 Q1	$2.14M	Buy	14,831 +5,175	+54%	+$785K	0.57%	60
2025 Q4	$1.38M	Sell	9,656 -485	-5%	-$71.5K	0.36%	79
2025 Q3	$1.56M	Buy	10,141 +13	+0.1%	+$2.03K	0.43%	67
2025 Q2	$1.61M	Buy	10,128 +24	+0.2%	+$3.92K	0.47%	62
2025 Q1	$1.72M	Sell	10,104 -211	-2%	-$35.3K	0.52%	61
2024 Q4	$1.73M	Sell	10,315 -4,185	-29%	-$713K	0.54%	58
2024 Q3	$2.51M	Buy	14,500 +3,069	+27%	+$521K	0.8%	46
2024 Q2	$1.89M	Buy	11,431 +45	+0.4%	+$7.36K	0.63%	51
2024 Q1	$1.85M	Buy	11,386 +1,247	+12%	+$196K	0.63%	49
2023 Q4	$1.49M	Buy	+10,139	New	+$1.5M	0.54%	59

Other funds holding PG

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Vista Investment Partners increased its Procter & Gamble (PG) stake by 0.42% in Q2 2026, buying an estimated $9.02K and bringing the position to 14,893 shares worth $2.18M. The position accounts for 0.55% of the portfolio, ranked #59.

Vista Investment Partners first reported a position in PG in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.51M in Q3 2024. 1,499 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Vista Investment Partners held 14,893 shares of Procter & Gamble worth $2.18M as of Q2 2026.
Vista Investment Partners bought 62 Procter & Gamble shares in Q2 2026, an estimated $9.02K.
Procter & Gamble made up 0.55% of Vista Investment Partners's portfolio in Q2 2026, its #59 holding.
Vista Investment Partners first reported a position in Procter & Gamble in Q4 2023 and has held it in 11 quarters since.
Vista Investment Partners's Procter & Gamble position peaked at $2.51M in Q3 2024.
1,499 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Vista Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.