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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
Q2 		$335K Buy
2,282
+80
+4% +$11.6K 0.03% 214
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 $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

Cascade Financial Partners's PG Position: Q2 2026 in Review

Cascade Financial Partners increased its Procter & Gamble (PG) stake by 3.6% in Q2 2026, buying an estimated $11.6K and bringing the position to 2,282 shares worth $335K. The position accounts for 0.03% of the portfolio, ranked #214.

Cascade Financial Partners first reported a position in PG in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.07M in Q3 2025. 4,035 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Cascade Financial Partners held 2,282 shares of Procter & Gamble worth $335K as of Q2 2026.
  • Cascade Financial Partners bought 80 Procter & Gamble shares in Q2 2026, an estimated $11.6K.
  • Procter & Gamble made up 0.03% of Cascade Financial Partners's portfolio in Q2 2026, its #214 holding.
  • Cascade Financial Partners first reported a position in Procter & Gamble in Q1 2024 and has held it in 10 quarters since.
  • Cascade Financial Partners's Procter & Gamble position peaked at $1.07M in Q3 2025.
  • 4,035 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.