CPC
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Cadia Private Client’s Procter & Gamble PG Stock Holding History

Cadia Private Client’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 		$613K Buy
4,179
+3
+0.1% +$437 0.44% 42
2026
Q1 		$603K Buy
4,176
+4
+0.1% +$606 0.49% 34
2025
Q4 		$598K Buy
+4,172
New +$615K 0.47% 34

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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

Cadia Private Client's PG Position: Q2 2026 in Review

Cadia Private Client increased its Procter & Gamble (PG) stake by 0.07% in Q2 2026, buying an estimated $437 and bringing the position to 4,179 shares worth $613K. The position accounts for 0.44% of the portfolio, ranked #42.

Cadia Private Client first reported a position in PG in Q4 2025 and has held it in 3 quarters since. 4,015 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Cadia Private Client held 4,179 shares of Procter & Gamble worth $613K as of Q2 2026.
  • Cadia Private Client bought 3 Procter & Gamble shares in Q2 2026, an estimated $437.
  • Procter & Gamble made up 0.44% of Cadia Private Client's portfolio in Q2 2026, its #42 holding.
  • Cadia Private Client first reported a position in Procter & Gamble in Q4 2025 and has held it in 3 quarters since.
  • 4,015 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Cadia Private Client's 13F filing for Q2 2026, filed 11 Aug 2026.