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Procter & Gamble Company shares owned by Synergy Investment Management

Quarter-by-quarter ownership of Procter & Gamble Company (PG) shares owned by Synergy Investment Management from 13F filings

Historical chart of Synergy Investment Management investment in Procter & Gamble Company

Tip: Access up to 7 years of quarterly data

All positions including Procter & Gamble Company held by Synergy Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Procter & Gamble Company by Synergy Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $157k 1.1k 144.50
2025-03-31 $174k 1.0k 170.40
2024-12-31 $170k 1.0k 167.63

More positions owned by Synergy Investment Management

Vanguard S&p MF Closed and MF Open (VOO)
Ishares Core MF Closed and MF Open (IVV)
Vanguard Growth MF Closed and MF Open (VUG)
Ishares U S MF Closed and MF Open (DYNF)
State Street MF Closed and MF Open (SPYV)
State Street MF Closed and MF Open (SPYG)
State Street MF Closed and MF Open (SPTI)
Ishares Core MF Closed and MF Open (IEMG)
Invesco S&p MF Closed and MF Open (SPHQ)
Capital Group MF Closed and MF Open (CGDV)
Ishares A I MF Closed and MF Open (BAI)
State Street MF Closed and MF Open (SPTS)
Invesco S&p MF Closed and MF Open (SPMO)
Global X MF Closed and MF Open (AUSF)
First Trust MF Closed and MF Open (UCON)

View all positions for Synergy Investment Management

Top funds holding Procter & Gamble Company

BlackRock
Vanguard Capital Management
State Street Corporation
Geode Capital Management
Vanguard Portfolio Management
Morgan Stanley
Charles Schwab Investment Management
T. Rowe Price Associates
FMR
Franklin Resources
Northern Trust
Bank of America Corporation
Goldman Sachs Group
Ubs Global Asset Management Americas
Legal & General Group

View all funds holding Procter & Gamble Company