CIA
PG icon

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
2022
Q1 		– Sell
-1,000
Closed -$163K – 74
2021
Q4 		$163K Buy
+1,000
New +$148K 0.18% 69

Other funds holding PG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
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.