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Carr Financial Group’s Procter & Gamble PG Stock Holding History

Carr Financial Group’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 		$351K Sell
2,428
-246
-9% -$37.3K 0.09% 127
2025
Q4 		$383K Buy
2,674
+99
+4% +$14.6K 0.1% 124
2025
Q3 		$396K Buy
2,575
+24
+0.9% +$3.75K 0.11% 119
2025
Q2 		$406K Sell
2,551
-12
-0.5% -$1.96K 0.12% 113
2025
Q1 		$437K Buy
2,563
+187
+8% +$31.3K 0.14% 102
2024
Q4 		$398K Sell
2,376
-81
-3% -$13.8K 0.12% 121
2024
Q3 		$426K Buy
2,457
+355
+17% +$60.3K 0.12% 122
2024
Q2 		$347K Buy
2,102
+17
+0.8% +$2.78K 0.11% 135
2024
Q1 		$338K Buy
2,085
+214
+11% +$33.6K 0.11% 138
2023
Q4 		$274K Hold
1,871
– – 0.1% 136
2023
Q3 		$281K Sell
1,871
-766
-29% -$117K 0.11% 131
2023
Q2 		$400K Sell
2,637
-368
-12% -$55.5K 0.16% 105
2023
Q1 		$447K Sell
3,005
-75
-2% -$10.7K 0.2% 92
2022
Q4 		$467K Buy
+3,080
New +$432K 0.25% 88

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

Carr Financial Group's PG Position: Q1 2026 in Review

Carr Financial Group reduced its Procter & Gamble (PG) stake by 9.2% in Q1 2026, selling an estimated $37.3K and leaving 2,428 shares worth $351K. The position accounts for 0.09% of the portfolio, ranked #127.

Carr Financial Group first reported a position in PG in Q4 2022 and has held it in 14 quarters since. The position peaked at $467K in Q4 2022. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Carr Financial Group held 2,428 shares of Procter & Gamble worth $351K as of Q1 2026.
  • Carr Financial Group sold 246 Procter & Gamble shares in Q1 2026, an estimated $37.3K.
  • Procter & Gamble made up 0.09% of Carr Financial Group's portfolio in Q1 2026, its #127 holding.
  • Carr Financial Group first reported a position in Procter & Gamble in Q4 2022 and has held it in 14 quarters since.
  • Carr Financial Group's Procter & Gamble position peaked at $467K in Q4 2022.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Carr Financial Group's 13F filing for Q1 2026, filed 12 May 2026.