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Claris Financial’s Procter & Gamble PG Stock Holding History

Claris Financial’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 		$980K Buy
6,787
+360
+6% +$54.6K 0.54% 51
2025
Q4 		$921K Sell
6,427
-218
-3% -$32.1K 0.49% 52
2025
Q3 		$1.02M Buy
6,645
+569
+9% +$88.9K 0.58% 44
2025
Q2 		$968K Buy
6,076
+967
+19% +$158K 0.73% 37
2025
Q1 		$856K Hold
5,109
– – 0.56% 44
2024
Q4 		$856K Buy
+5,109
New +$870K 0.56% 44

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

Claris Financial's PG Position: Q1 2026 in Review

Claris Financial increased its Procter & Gamble (PG) stake by 5.6% in Q1 2026, buying an estimated $54.6K and bringing the position to 6,787 shares worth $980K. The position accounts for 0.54% of the portfolio, ranked #51.

Claris Financial first reported a position in PG in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.02M in Q3 2025. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Claris Financial held 6,787 shares of Procter & Gamble worth $980K as of Q1 2026.
  • Claris Financial bought 360 Procter & Gamble shares in Q1 2026, an estimated $54.6K.
  • Procter & Gamble made up 0.54% of Claris Financial's portfolio in Q1 2026, its #51 holding.
  • Claris Financial first reported a position in Procter & Gamble in Q4 2024 and has held it in 6 quarters since.
  • Claris Financial's Procter & Gamble position peaked at $1.02M in Q3 2025.
  • 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.