Summit Wealth Partners, LLC PG — PROCTER AND GAMBLE CO

Ownership history in Summit Wealth Partners, LLC  ·  8 quarters on record

AI Ownership Summary

Summit Wealth Partners, LLC reported PROCTER AND GAMBLE CO (PG) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 3.12% in 2024 Q4. The latest visible filing shows PG at 1.25% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Summit Wealth Partners, LLC's position in PROCTER AND GAMBLE CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PG was reported at 1.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.12% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PG stock page Summit Wealth Partners, LLC fund profile Summit Wealth Partners, LLC full holdings
How Summit Wealth Partners, LLC held PG — position size vs. price
% of Fund (quarterly)    PG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 54,469 +3,257 +6.4% 1.25% $7.9M 2026-04-17 $145.83
2025 Q4 ADDED — — — 51,212 +257 +0.5% 1.36% $7.3M 2026-01-27 $147.23
2025 Q3 ADDED — — — 50,955 +336 +0.7% 1.41% $7.8M 2025-10-21 $148.39
2025 Q2 REDUCED 32.1% -3.0% ✅ 50,619 -23,954 -32.1% 1.54% $8.1M 2025-08-11 $151.68
2025 Q1 REDUCED 17.6% -5.9% ✅ 74,573 -15,919 -17.6% 2.58% $12.7M 2025-05-06 $154.80
2024 Q4 ADDED — — — 90,492 +87,783 +3240.4% 3.12% $15.2M 2025-01-27 $163.89
2024 Q3 REDUCED 32.1% -3.0% ✅ 2,709 -1,282 -32.1% 0.09% $469K 2024-10-28 $162.56
2024 Q2 INITIATED — — — 3,991 — — 0.14% $610K 2024-09-11 $166.02

🏢 Other funds also holding PG

As of 2026 Q1 — sorted by position size

Roberts Foundation 100.0% PINCUS CAPITAL MANAGEMENT, LP 23.84% VEGA INVESTMENT SOLUTIONS 22.44% SCHULHOFF & CO INC 3Y 7Y 9.11% Wealth Dimensions Group, Ltd. 3Y 5.81% RIT CAPITAL PARTNERS PLC 3Y 7Y 5.78% Knuff & Co LLC 3Y 7Y 5.7% Formidable Asset Management, LLC 3Y 7Y 5.66% HENGEHOLD CAPITAL MANAGEMENT LLC 3Y 7Y 5.51% Stone House Investment Management, LLC 3Y 7Y 5.39%

FAQ About Summit Wealth Partners, LLC and PG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Summit Wealth Partners, LLC reported owning PG?

Summit Wealth Partners, LLC reported PG across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported PG position in Summit Wealth Partners, LLC's portfolio?

The largest reported portfolio weight for PG was 3.12% in 2024 Q4.

What is the latest reported PG position on this page?

The most recent filing on this page is 2026 Q1, when Summit Wealth Partners, LLC reported 54,469 shares, equal to 1.25% of portfolio, with an estimated market value of $7.9M.

What does the chart on this PG ownership page compare?

The chart compares Summit Wealth Partners, LLC's quarterly PG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Summit Wealth Partners, LLC time their PG position?

Based on 13F filing dates vs. subsequent PG price moves, Summit Wealth Partners, LLC correctly timed 2 out of 7 reported position changes (29%). The annualised alpha on PG relative to SPY over the holding period was -22.1%.

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