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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 $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

Caerus Investment Advisors's PG Position: Q2 2026 in Review

Caerus Investment Advisors reduced its Procter & Gamble (PG) stake by 54% in Q2 2026, selling an estimated $312K and leaving 1,823 shares worth $267K. The position accounts for 0.09% of the portfolio, ranked #229.

Caerus Investment Advisors first reported a position in PG in Q4 2021 and has held it in 6 quarters since. The position peaked at $1.51M in Q3 2025. 4,031 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Caerus Investment Advisors held 1,823 shares of Procter & Gamble worth $267K as of Q2 2026.
  • Caerus Investment Advisors sold 2,141 Procter & Gamble shares in Q2 2026, an estimated $312K.
  • Procter & Gamble made up 0.09% of Caerus Investment Advisors's portfolio in Q2 2026, its #229 holding.
  • Caerus Investment Advisors first reported a position in Procter & Gamble in Q4 2021 and has held it in 6 quarters since.
  • Caerus Investment Advisors's Procter & Gamble position peaked at $1.51M in Q3 2025.
  • 4,031 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.