Cherry Tree Wealth Management
PG icon

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
Q3 		$483K Sell
3,324
-278
-8% -$40.7K 0.09% 100
2026
Q2 		$528K Sell
3,602
-28
-0.8% -$4.08K 0.1% 95
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Cherry Tree Wealth Management's PG Position: Q3 2026 in Review

Cherry Tree Wealth Management reduced its Procter & Gamble (PG) stake by 7.7% in Q3 2026, selling an estimated $40.7K and leaving 3,324 shares worth $483K. The position accounts for 0.09% of the portfolio, ranked #100.

Cherry Tree Wealth Management first reported a position in PG in Q2 2023 and has held it in 14 quarters since. The position peaked at $649K in Q3 2024. 1,321 funds tracked by Wall St. Rank hold PG as of Q3 2026.

  • Cherry Tree Wealth Management held 3,324 shares of Procter & Gamble worth $483K as of Q3 2026.
  • Cherry Tree Wealth Management sold 278 Procter & Gamble shares in Q3 2026, an estimated $40.7K.
  • Procter & Gamble made up 0.09% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #100 holding.
  • Cherry Tree Wealth Management first reported a position in Procter & Gamble in Q2 2023 and has held it in 14 quarters since.
  • Cherry Tree Wealth Management's Procter & Gamble position peaked at $649K in Q3 2024.
  • 1,321 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.