Clearwater Capital Advisors’s Procter & Gamble PG Stock Holding History

Clearwater Capital Advisors’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	$415K	Sell	2,874 -929	-24%	-$141K	0.03%	123
2025 Q4	$545K	Buy	3,803 +117	+3%	+$17.3K	0.05%	110
2025 Q3	$566K	Buy	3,686 +39	+1%	+$6.09K	0.05%	107
2025 Q2	$581K	Sell	3,647 -13	-0.4%	-$2.12K	0.05%	99
2025 Q1	$624K	Sell	3,660 -536	-13%	-$89.8K	0.06%	97
2024 Q4	$703K	Sell	4,196 -1,183	-22%	-$201K	0.07%	88
2024 Q3	$932K	Buy	5,379 +3,736	+227%	+$634K	0.09%	81
2024 Q2	$271K	Buy	+1,643	New	+$269K	0.03%	136
2018 Q2	–	Sell	-1,946	Closed	-$154K	–	453
2018 Q1	$154K	Buy	+1,946	New	+$162K	0.03%	196

Other funds holding PG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Clearwater Capital Advisors's PG Position: Q1 2026 in Review

Clearwater Capital Advisors reduced its Procter & Gamble (PG) stake by 24% in Q1 2026, selling an estimated $141K and leaving 2,874 shares worth $415K. The position accounts for 0.03% of the portfolio, ranked #123.

Clearwater Capital Advisors first reported a position in PG in Q1 2018 and has held it in 9 quarters since. The position peaked at $932K in Q3 2024. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Clearwater Capital Advisors held 2,874 shares of Procter & Gamble worth $415K as of Q1 2026.
Clearwater Capital Advisors sold 929 Procter & Gamble shares in Q1 2026, an estimated $141K.
Procter & Gamble made up 0.03% of Clearwater Capital Advisors's portfolio in Q1 2026, its #123 holding.
Clearwater Capital Advisors first reported a position in Procter & Gamble in Q1 2018 and has held it in 9 quarters since.
Clearwater Capital Advisors's Procter & Gamble position peaked at $932K in Q3 2024.
3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Clearwater Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.