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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
Q2 		$586K Buy
3,995
+165
+4% +$24K 0.41% 37
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Clifford Group's PG Position: Q2 2026 in Review

Clifford Group increased its Procter & Gamble (PG) stake by 4.3% in Q2 2026, buying an estimated $24K and bringing the position to 3,995 shares worth $586K. The position accounts for 0.41% of the portfolio, ranked #37.

Clifford Group first reported a position in PG in Q4 2022 and has held it in 15 quarters since. The position peaked at $801K in Q4 2024. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Clifford Group held 3,995 shares of Procter & Gamble worth $586K as of Q2 2026.
  • Clifford Group bought 165 Procter & Gamble shares in Q2 2026, an estimated $24K.
  • Procter & Gamble made up 0.41% of Clifford Group's portfolio in Q2 2026, its #37 holding.
  • Clifford Group first reported a position in Procter & Gamble in Q4 2022 and has held it in 15 quarters since.
  • Clifford Group's Procter & Gamble position peaked at $801K in Q4 2024.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Clifford Group's 13F filing for Q2 2026, filed 14 Aug 2026.