Cerity Partners
PG icon

Cerity Partners’s Procter & Gamble PG Stock Holding History

Cerity Partners’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 		$982K Buy
+6,800
New +$1.03M ﹤0.01% 1873

Other funds holding PG

BlackRock
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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

Cerity Partners's PG Position: Q1 2026 in Review

Cerity Partners increased its Procter & Gamble (PG) stake by 1.3% in Q1 2026, buying an estimated $12.4M and bringing the position to 6,199,146 shares worth $895M. The position accounts for 1.26% of the portfolio, ranked #13.

Cerity Partners first reported a position in PG in Q4 2016 and has held it in 38 quarters since. The position peaked at $1.11B in Q1 2025. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Cerity Partners held 6,199,146 shares of Procter & Gamble worth $895M as of Q1 2026.
  • Cerity Partners bought 81,959 Procter & Gamble shares in Q1 2026, an estimated $12.4M.
  • Procter & Gamble made up 1.26% of Cerity Partners's portfolio in Q1 2026, its #13 holding.
  • Cerity Partners first reported a position in Procter & Gamble in Q4 2016 and has held it in 38 quarters since.
  • Cerity Partners's Procter & Gamble position peaked at $1.11B in Q1 2025.
  • 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.