CWM
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Concentrum Wealth Management’s Procter & Gamble PG Stock Holding History

Concentrum Wealth Management’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 		$299K Buy
+2,072
New +$314K 0.09% 85

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

Concentrum Wealth Management's PG Position: Q1 2026 in Review

Concentrum Wealth Management opened a new position in Procter & Gamble (PG) in Q1 2026: 2,072 shares worth $299K. The stake represents 0.09% of the portfolio and ranks #85 among its holdings.

3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Concentrum Wealth Management held 2,072 shares of Procter & Gamble worth $299K as of Q1 2026.
  • Procter & Gamble was a new Concentrum Wealth Management position in Q1 2026.
  • Procter & Gamble made up 0.09% of Concentrum Wealth Management's portfolio in Q1 2026, its #85 holding.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Concentrum Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.