Caerus Investment Advisors’s Procter & Gamble PG Stock Holding History

Caerus Investment Advisors’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 Q1	$573K	Buy	3,964 +2,378	+150%	+$361K	0.24%	87
2025 Q4	$227K	Sell	1,586 -8,255	-84%	-$1.22M	0.07%	286
2025 Q3	$1.51M	Buy	+9,841	New	+$1.54M	0.62%	19
2023 Q1	–	Sell	-1,338	Closed	-$203K	–	52
2022 Q4	$203K	Buy	+1,338	New	+$188K	0.31%	41
2022 Q1	–	Sell	-608	Closed	-$99K	–	75
2021 Q4	$99K	Buy	+608	New	+$90.3K	0.11%	73

Other funds holding PG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Caerus Investment Advisors's PG Position: Q1 2026 in Review

Caerus Investment Advisors increased its Procter & Gamble (PG) stake by 150% in Q1 2026, buying an estimated $361K and bringing the position to 3,964 shares worth $573K. The position accounts for 0.24% of the portfolio, ranked #87.

Caerus Investment Advisors first reported a position in PG in Q4 2021 and has held it in 5 quarters since. The position peaked at $1.51M in Q3 2025. 3,990 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Caerus Investment Advisors held 3,964 shares of Procter & Gamble worth $573K as of Q1 2026.
Caerus Investment Advisors bought 2,378 Procter & Gamble shares in Q1 2026, an estimated $361K.
Procter & Gamble made up 0.24% of Caerus Investment Advisors's portfolio in Q1 2026, its #87 holding.
Caerus Investment Advisors first reported a position in Procter & Gamble in Q4 2021 and has held it in 5 quarters since.
Caerus Investment Advisors's Procter & Gamble position peaked at $1.51M in Q3 2025.
3,990 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.