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Cardinal Strategic Wealth Guidance’s Procter & Gamble PG Stock Holding History

Cardinal Strategic Wealth Guidance’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 		$477K Buy
3,305
+19
+0.6% +$2.88K 0.13% 36
2025
Q4 		$471K Sell
3,286
-875
-21% -$129K 0.12% 40
2025
Q3 		$639K Hold
4,161
– – 0.17% 31
2025
Q2 		$663K Sell
4,161
-190
-4% -$31K 0.19% 30
2025
Q1 		$741K Sell
4,351
-235
-5% -$39.4K 0.24% 28
2024
Q4 		$769K Hold
4,586
– – 0.25% 29
2024
Q3 		$794K Sell
4,586
-86
-2% -$14.6K 0.26% 28
2024
Q2 		$771K Buy
4,672
+42
+0.9% +$6.87K 0.28% 28
2024
Q1 		$751K Sell
4,630
-777
-14% -$122K 0.28% 28
2023
Q4 		$792K Sell
5,407
-47
-0.9% -$6.96K 0.31% 29
2023
Q3 		$795K Buy
5,454
+104
+2% +$15.9K 0.37% 29
2023
Q2 		$810K Sell
5,350
-55
-1% -$8.29K 0.36% 27
2023
Q1 		$803K Sell
5,405
-804
-13% -$115K 0.37% 28
2022
Q4 		$942K Sell
6,209
-542
-8% -$76K 0.45% 32
2022
Q3 		$854K Sell
6,751
-271
-4% -$38.5K 0.45% 25
2022
Q2 		$1.01M Sell
7,022
-183
-3% -$27.5K 0.51% 25
2022
Q1 		$1.1M Sell
7,205
-61
-0.8% -$9.54K 0.51% 26
2021
Q4 		$1.19M Hold
7,266
– – 0.55% 28
2021
Q3 		$1.02M Buy
7,266
+1
+0% +$142 0.53% 29
2021
Q2 		$980K Sell
7,265
-281
-4% -$38K 0.52% 30
2021
Q1 		$1.02M Sell
7,546
-112
-1% -$14.6K 0.6% 27
2020
Q4 		$1.06M Sell
7,658
-76
-1% -$10.6K 0.63% 17
2020
Q3 		$1.07M Sell
7,734
-81
-1% -$10.8K 0.76% 17
2020
Q2 		$933K Sell
7,815
-329
-4% -$38.4K 0.69% 19
2020
Q1 		$900K Sell
8,144
-640
-7% -$76.8K 0.82% 15
2019
Q4 		$1.1M Buy
+8,784
New +$1.07M 0.94% 19

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

Cardinal Strategic Wealth Guidance's PG Position: Q1 2026 in Review

Cardinal Strategic Wealth Guidance increased its Procter & Gamble (PG) stake by 0.58% in Q1 2026, buying an estimated $2.88K and bringing the position to 3,305 shares worth $477K. The position accounts for 0.13% of the portfolio, ranked #36.

Cardinal Strategic Wealth Guidance first reported a position in PG in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.19M in Q4 2021. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Cardinal Strategic Wealth Guidance held 3,305 shares of Procter & Gamble worth $477K as of Q1 2026.
  • Cardinal Strategic Wealth Guidance bought 19 Procter & Gamble shares in Q1 2026, an estimated $2.88K.
  • Procter & Gamble made up 0.13% of Cardinal Strategic Wealth Guidance's portfolio in Q1 2026, its #36 holding.
  • Cardinal Strategic Wealth Guidance first reported a position in Procter & Gamble in Q4 2019 and has held it in 26 quarters since.
  • Cardinal Strategic Wealth Guidance's Procter & Gamble position peaked at $1.19M in Q4 2021.
  • 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q1 2026, filed 20 Apr 2026.