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Cardinal Point Capital Management’s Procter & Gamble PG Stock Holding History

Cardinal Point Capital Management’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 		$968K Hold
6,598
– – 0.05% 129
2026
Q1 		$953K Hold
6,598
– – 0.06% 123
2025
Q4 		$946K Buy
6,598
+361
+6% +$53.2K 0.06% 117
2025
Q3 		$958K Sell
6,237
-585
-9% -$91.4K 0.07% 114
2025
Q2 		$1.09M Buy
+6,822
New +$1.11M 0.09% 102

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

Cardinal Point Capital Management's PG Position: Q2 2026 in Review

Cardinal Point Capital Management held its Procter & Gamble (PG) position steady in Q2 2026 at 6,598 shares worth $968K. The position accounts for 0.05% of the portfolio, ranked #129.

Cardinal Point Capital Management first reported a position in PG in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.09M in Q2 2025. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Cardinal Point Capital Management held 6,598 shares of Procter & Gamble worth $968K as of Q2 2026.
  • Cardinal Point Capital Management left its Procter & Gamble share count unchanged in Q2 2026.
  • Procter & Gamble made up 0.05% of Cardinal Point Capital Management's portfolio in Q2 2026, its #129 holding.
  • Cardinal Point Capital Management first reported a position in Procter & Gamble in Q2 2025 and has held it in 5 quarters since.
  • Cardinal Point Capital Management's Procter & Gamble position peaked at $1.09M in Q2 2025.
  • 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.