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Cascade Financial Partners’s Procter & Gamble PG Stock Holding History

Cascade Financial Partners’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 		$318K Sell
2,202
-4,200
-66% -$637K 0.03% 201
2025
Q4 		$917K Sell
6,402
-571
-8% -$84.2K 0.09% 122
2025
Q3 		$1.07M Buy
6,973
+506
+8% +$79K 0.12% 109
2025
Q2 		$1.03M Buy
6,467
+1,811
+39% +$296K 0.12% 106
2025
Q1 		$793K Buy
4,656
+2,550
+121% +$427K 0.1% 119
2024
Q4 		$353K Hold
2,106
– – 0.05% 175
2024
Q3 		$357K Hold
2,106
– – 0.04% 173
2024
Q2 		$347K Sell
2,106
-50
-2% -$8.17K 0.05% 165
2024
Q1 		$335K Buy
+2,156
New +$338K 0.05% 171

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

Cascade Financial Partners's PG Position: Q1 2026 in Review

Cascade Financial Partners reduced its Procter & Gamble (PG) stake by 66% in Q1 2026, selling an estimated $637K and leaving 2,202 shares worth $318K. The position accounts for 0.03% of the portfolio, ranked #201.

Cascade Financial Partners first reported a position in PG in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.07M in Q3 2025. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Cascade Financial Partners held 2,202 shares of Procter & Gamble worth $318K as of Q1 2026.
  • Cascade Financial Partners sold 4,200 Procter & Gamble shares in Q1 2026, an estimated $637K.
  • Procter & Gamble made up 0.03% of Cascade Financial Partners's portfolio in Q1 2026, its #201 holding.
  • Cascade Financial Partners first reported a position in Procter & Gamble in Q1 2024 and has held it in 9 quarters since.
  • Cascade Financial Partners's Procter & Gamble position peaked at $1.07M in Q3 2025.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

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