CWM
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CCG Wealth Management’s Procter & Gamble PG Stock Holding History

CCG Wealth Management’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
2025
Q1 		– Hold
0
– -$30K – 77
2024
Q4 		– Hold
0
– – – 68
2024
Q2 		– Sell
-16,400
Closed -$35.5K – 75
2024
Q1 		$35.5K Buy
+16,400
New +$2.57M 0.02% 72

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

CCG Wealth Management's PG Position: Q1 2026 in Review

CCG Wealth Management increased its Procter & Gamble (PG) stake by 102% in Q1 2026, buying an estimated $2.09M and bringing the position to 27,333 shares worth $3.95M. The position accounts for 1.07% of the portfolio, ranked #19.

CCG Wealth Management first reported a position in PG in Q4 2019 and has held it in 18 quarters since. The position peaked at $11.2M in Q2 2024. 3,990 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • CCG Wealth Management held 27,333 shares of Procter & Gamble worth $3.95M as of Q1 2026.
  • CCG Wealth Management bought 13,812 Procter & Gamble shares in Q1 2026, an estimated $2.09M.
  • Procter & Gamble made up 1.07% of CCG Wealth Management's portfolio in Q1 2026, its #19 holding.
  • CCG Wealth Management first reported a position in Procter & Gamble in Q4 2019 and has held it in 18 quarters since.
  • CCG Wealth Management's Procter & Gamble position peaked at $11.2M in Q2 2024.
  • 3,990 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on CCG Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.