CIAS
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CBIZ Investment Advisory Services’s Procter & Gamble PG Stock Holding History

CBIZ Investment Advisory Services’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 		$44.3K Hold
307
– – ﹤0.01% 97
2026
Q1 		$44.3K Sell
307
-331
-52% -$50.2K ﹤0.01% 97
2025
Q4 		$91.4K Buy
638
+221
+53% +$32.6K ﹤0.01% 94
2025
Q3 		$64K Sell
417
-29
-7% -$4.53K ﹤0.01% 106
2025
Q2 		$71K Buy
446
+88
+25% +$14.4K ﹤0.01% 101
2025
Q1 		$61K Buy
358
+260
+265% +$43.5K ﹤0.01% 103
2024
Q4 		$16.4K Buy
98
+13
+15% +$2.21K ﹤0.01% 238
2024
Q3 		$14.8K Sell
85
-1
-1% -$170 ﹤0.01% 236
2024
Q2 		$14.1K Buy
86
+1
+1% +$163 ﹤0.01% 218
2024
Q1 		$13.9K Buy
+85
New +$13.3K ﹤0.01% 229
2020
Q4 		– Hold
0
– – – 48
2020
Q3 		– Hold
0
– – – 47
2020
Q2 		– Hold
0
– – – 55
2020
Q1 		– Hold
0
– – – 60
2019
Q4 		– Hold
0
– – – 65

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 $3.38T AUM 44.17% 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

CBIZ Investment Advisory Services's PG Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Procter & Gamble (PG) position steady in Q2 2026 at 307 shares worth $44.3K. The position accounts for ﹤0.01% of the portfolio, ranked #97.

CBIZ Investment Advisory Services first reported a position in PG in Q1 2024 and has held it in 10 quarters since. The position peaked at $91.4K in Q4 2025. 4,041 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • CBIZ Investment Advisory Services held 307 shares of Procter & Gamble worth $44.3K as of Q2 2026.
  • CBIZ Investment Advisory Services left its Procter & Gamble share count unchanged in Q2 2026.
  • Procter & Gamble made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #97 holding.
  • CBIZ Investment Advisory Services first reported a position in Procter & Gamble in Q1 2024 and has held it in 10 quarters since.
  • CBIZ Investment Advisory Services's Procter & Gamble position peaked at $91.4K in Q4 2025.
  • 4,041 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.