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Cardiff Park Advisors’s Procter & Gamble PG Stock Holding History

Cardiff Park 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 		$1.09M Buy
7,528
+682
+10% +$103K 0.09% 114
2025
Q4 		$981K Sell
6,846
-137
-2% -$20.2K 0.08% 120
2025
Q3 		$1.07M Buy
6,983
+16
+0.2% +$2.5K 0.08% 122
2025
Q2 		$1.11M Sell
6,967
-33
-0.5% -$5.39K 0.1% 110
2025
Q1 		$1.19M Sell
7,000
-59
-0.8% -$9.88K 0.11% 93
2024
Q4 		$1.18M Buy
7,059
+1
+0% +$170 0.11% 92
2024
Q3 		$1.22M Buy
7,058
+2
+0% +$340 0.11% 87
2024
Q2 		$1.16M Sell
7,056
-169
-2% -$27.6K 0.11% 92
2024
Q1 		$1.17M Buy
7,225
+2
+0% +$314 0.11% 88
2023
Q4 		$1.06M Buy
7,223
+432
+6% +$64K 0.12% 91
2023
Q3 		$991K Sell
6,791
-1,871
-22% -$286K 0.13% 85
2023
Q2 		$1.31M Buy
8,662
+1,714
+25% +$258K 0.16% 74
2023
Q1 		$1.03M Buy
6,948
+2
+0% +$286 0.14% 87
2022
Q4 		$1.05M Sell
6,946
-54
-0.8% -$7.57K 0.15% 87
2022
Q3 		$884K Buy
7,000
+1,407
+25% +$200K 0.14% 93
2022
Q2 		$804K Sell
5,593
-5
-0.1% -$751 0.12% 98
2022
Q1 		$855K Sell
5,598
-522
-9% -$81.7K 0.12% 88
2021
Q4 		$1M Buy
+6,120
New +$909K 0.13% 76

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

Cardiff Park Advisors's PG Position: Q1 2026 in Review

Cardiff Park Advisors increased its Procter & Gamble (PG) stake by 10% in Q1 2026, buying an estimated $103K and bringing the position to 7,528 shares worth $1.09M. The position accounts for 0.09% of the portfolio, ranked #114.

Cardiff Park Advisors first reported a position in PG in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.31M in Q2 2023. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Cardiff Park Advisors held 7,528 shares of Procter & Gamble worth $1.09M as of Q1 2026.
  • Cardiff Park Advisors bought 682 Procter & Gamble shares in Q1 2026, an estimated $103K.
  • Procter & Gamble made up 0.09% of Cardiff Park Advisors's portfolio in Q1 2026, its #114 holding.
  • Cardiff Park Advisors first reported a position in Procter & Gamble in Q4 2021 and has held it in 18 quarters since.
  • Cardiff Park Advisors's Procter & Gamble position peaked at $1.31M in Q2 2023.
  • 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.