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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 $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

CCG Wealth Management's PG Position: Q2 2026 in Review

CCG Wealth Management reduced its Procter & Gamble (PG) stake by 5.8% in Q2 2026, selling an estimated $232K and leaving 25,738 shares worth $3.77M. The position accounts for 0.88% of the portfolio, ranked #20.

CCG Wealth Management first reported a position in PG in Q4 2019 and has held it in 19 quarters since. The position peaked at $11.2M in Q2 2024. 4,031 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • CCG Wealth Management held 25,738 shares of Procter & Gamble worth $3.77M as of Q2 2026.
  • CCG Wealth Management sold 1,595 Procter & Gamble shares in Q2 2026, an estimated $232K.
  • Procter & Gamble made up 0.88% of CCG Wealth Management's portfolio in Q2 2026, its #20 holding.
  • CCG Wealth Management first reported a position in Procter & Gamble in Q4 2019 and has held it in 19 quarters since.
  • CCG Wealth Management's Procter & Gamble position peaked at $11.2M in Q2 2024.
  • 4,031 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on CCG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.