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Clifford Group’s Procter & Gamble PG Stock Holding History

Clifford Group’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 		$553K Buy
3,830
+488
+15% +$74K 0.43% 39
2025
Q4 		$479K Sell
3,342
-256
-7% -$37.7K 0.37% 39
2025
Q3 		$553K Sell
3,598
-349
-9% -$54.5K 0.43% 36
2025
Q2 		$629K Buy
3,947
+30
+0.8% +$4.9K 0.52% 28
2025
Q1 		$668K Sell
3,917
-864
-18% -$145K 0.62% 26
2024
Q4 		$801K Buy
4,781
+320
+7% +$54.5K 0.61% 26
2024
Q3 		$773K Sell
4,461
-49
-1% -$8.32K 0.6% 27
2024
Q2 		$744K Sell
4,510
-23
-0.5% -$3.76K 0.6% 25
2024
Q1 		$736K Buy
4,533
+170
+4% +$26.7K 0.61% 25
2023
Q4 		$639K Buy
4,363
+40
+0.9% +$5.92K 0.59% 29
2023
Q3 		$631K Sell
4,323
-553
-11% -$84.5K 0.68% 29
2023
Q2 		$740K Buy
4,876
+973
+25% +$147K 0.79% 25
2023
Q1 		$580K Buy
3,903
+209
+6% +$29.9K 0.7% 29
2022
Q4 		$560K Buy
+3,694
New +$518K 0.7% 29

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

Clifford Group's PG Position: Q1 2026 in Review

Clifford Group increased its Procter & Gamble (PG) stake by 15% in Q1 2026, buying an estimated $74K and bringing the position to 3,830 shares worth $553K. The position accounts for 0.43% of the portfolio, ranked #39.

Clifford Group first reported a position in PG in Q4 2022 and has held it in 14 quarters since. The position peaked at $801K in Q4 2024. 3,986 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Clifford Group held 3,830 shares of Procter & Gamble worth $553K as of Q1 2026.
  • Clifford Group bought 488 Procter & Gamble shares in Q1 2026, an estimated $74K.
  • Procter & Gamble made up 0.43% of Clifford Group's portfolio in Q1 2026, its #39 holding.
  • Clifford Group first reported a position in Procter & Gamble in Q4 2022 and has held it in 14 quarters since.
  • Clifford Group's Procter & Gamble position peaked at $801K in Q4 2024.
  • 3,986 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Clifford Group's 13F filing for Q1 2026, filed 15 May 2026.