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Center for Wealth Management Advisory’s Procter & Gamble PG Stock Holding History

Center for Wealth Management Advisory’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 		$808K Sell
5,595
-195
-3% -$29.6K 0.58% 44
2025
Q4 		$830K Buy
+5,790
New +$854K 0.61% 43

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

Center for Wealth Management Advisory's PG Position: Q1 2026 in Review

Center for Wealth Management Advisory reduced its Procter & Gamble (PG) stake by 3.4% in Q1 2026, selling an estimated $29.6K and leaving 5,595 shares worth $808K. The position accounts for 0.58% of the portfolio, ranked #44.

Center for Wealth Management Advisory first reported a position in PG in Q4 2025 and has held it in 2 quarters since. The position peaked at $830K in Q4 2025. 3,987 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Center for Wealth Management Advisory held 5,595 shares of Procter & Gamble worth $808K as of Q1 2026.
  • Center for Wealth Management Advisory sold 195 Procter & Gamble shares in Q1 2026, an estimated $29.6K.
  • Procter & Gamble made up 0.58% of Center for Wealth Management Advisory's portfolio in Q1 2026, its #44 holding.
  • Center for Wealth Management Advisory first reported a position in Procter & Gamble in Q4 2025 and has held it in 2 quarters since.
  • Center for Wealth Management Advisory's Procter & Gamble position peaked at $830K in Q4 2025.
  • 3,987 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Center for Wealth Management Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.