CM
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Cercano Management’s Procter & Gamble PG Stock Holding History

Cercano 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
2026
Q1 		$617K Hold
4,272
– – 0.03% 95
2025
Q4 		$612K Hold
4,272
– – 0.02% 91
2025
Q3 		$656K Hold
4,272
– – 0.03% 99
2025
Q2 		$681K Hold
4,272
– – 0.02% 100
2025
Q1 		$728K Hold
4,272
– – 0.02% 94
2024
Q4 		$716K Hold
4,272
– – 0.02% 121
2024
Q3 		$740K Buy
+4,272
New +$725K 0.02% 103

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

Cercano Management's PG Position: Q1 2026 in Review

Cercano Management held its Procter & Gamble (PG) position steady in Q1 2026 at 4,272 shares worth $617K. The position accounts for 0.03% of the portfolio, ranked #95.

Cercano Management first reported a position in PG in Q3 2024 and has held it in 7 quarters since. The position peaked at $740K in Q3 2024. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Cercano Management held 4,272 shares of Procter & Gamble worth $617K as of Q1 2026.
  • Cercano Management left its Procter & Gamble share count unchanged in Q1 2026.
  • Procter & Gamble made up 0.03% of Cercano Management's portfolio in Q1 2026, its #95 holding.
  • Cercano Management first reported a position in Procter & Gamble in Q3 2024 and has held it in 7 quarters since.
  • Cercano Management's Procter & Gamble position peaked at $740K in Q3 2024.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Cercano Management's 13F filing for Q1 2026, filed 13 May 2026.