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 Q2	$454K	Buy	3,099 +225	+8%	+$32.7K	0.03%	131
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Clearwater Capital Advisors's PG Position: Q2 2026 in Review

Clearwater Capital Advisors increased its Procter & Gamble (PG) stake by 7.8% in Q2 2026, buying an estimated $32.7K and bringing the position to 3,099 shares worth $454K. The position accounts for 0.03% of the portfolio, ranked #131.

Clearwater Capital Advisors first reported a position in PG in Q1 2018 and has held it in 10 quarters since. The position peaked at $932K in Q3 2024. 4,041 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Clearwater Capital Advisors held 3,099 shares of Procter & Gamble worth $454K as of Q2 2026.
Clearwater Capital Advisors bought 225 Procter & Gamble shares in Q2 2026, an estimated $32.7K.
Procter & Gamble made up 0.03% of Clearwater Capital Advisors's portfolio in Q2 2026, its #131 holding.
Clearwater Capital Advisors first reported a position in Procter & Gamble in Q1 2018 and has held it in 10 quarters since.
Clearwater Capital Advisors's Procter & Gamble position peaked at $932K in Q3 2024.
4,041 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Clearwater Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.