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Cherry Tree Wealth Management’s Procter & Gamble PG Stock Holding History

Cherry Tree 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
2026
Q1 		$524K Sell
3,630
-471
-11% -$71.4K 0.11% 92
2025
Q4 		$588K Buy
4,101
+410
+11% +$60.5K 0.12% 88
2025
Q3 		$567K Buy
3,691
+3
+0.1% +$469 0.12% 87
2025
Q2 		$588K Sell
3,688
-111
-3% -$18.1K 0.14% 83
2025
Q1 		$647K Buy
3,799
+43
+1% +$7.2K 0.16% 80
2024
Q4 		$630K Buy
3,756
+9
+0.2% +$1.53K 0.16% 79
2024
Q3 		$649K Buy
3,747
+2
+0.1% +$340 0.15% 81
2024
Q2 		$618K Buy
3,745
+7
+0.2% +$1.14K 0.16% 78
2024
Q1 		$606K Sell
3,738
-115
-3% -$18K 0.15% 78
2023
Q4 		$565K Sell
3,853
-31
-0.8% -$4.59K 0.15% 76
2023
Q3 		$567K Buy
3,884
+2
+0.1% +$305 0.17% 77
2023
Q2 		$589K Buy
+3,882
New +$585K 0.17% 73

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cherry Tree Wealth Management's PG Position: Q1 2026 in Review

Cherry Tree Wealth Management reduced its Procter & Gamble (PG) stake by 11% in Q1 2026, selling an estimated $71.4K and leaving 3,630 shares worth $524K. The position accounts for 0.11% of the portfolio, ranked #92.

Cherry Tree Wealth Management first reported a position in PG in Q2 2023 and has held it in 12 quarters since. The position peaked at $649K in Q3 2024. 4,015 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Cherry Tree Wealth Management held 3,630 shares of Procter & Gamble worth $524K as of Q1 2026.
  • Cherry Tree Wealth Management sold 471 Procter & Gamble shares in Q1 2026, an estimated $71.4K.
  • Procter & Gamble made up 0.11% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #92 holding.
  • Cherry Tree Wealth Management first reported a position in Procter & Gamble in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's Procter & Gamble position peaked at $649K in Q3 2024.
  • 4,015 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.