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

Consultiva 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 		$78.9K Hold
546
– – 0.23% 69
2025
Q4 		$78.2K Hold
546
– – 0.22% 70
2025
Q3 		$83.9K Hold
546
– – 0.24% 70
2025
Q2 		$87K Hold
546
– – 0.27% 65
2025
Q1 		$93K Buy
546
+150
+38% +$25.1K 0.32% 58
2024
Q4 		$66.4K Buy
+396
New +$67.4K 0.33% 50

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

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

Consultiva Wealth Management held its Procter & Gamble (PG) position steady in Q1 2026 at 546 shares worth $78.9K. The position accounts for 0.23% of the portfolio, ranked #69.

Consultiva Wealth Management first reported a position in PG in Q4 2024 and has held it in 6 quarters since. The position peaked at $93K in Q1 2025. 3,987 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Consultiva Wealth Management held 546 shares of Procter & Gamble worth $78.9K as of Q1 2026.
  • Consultiva Wealth Management left its Procter & Gamble share count unchanged in Q1 2026.
  • Procter & Gamble made up 0.23% of Consultiva Wealth Management's portfolio in Q1 2026, its #69 holding.
  • Consultiva Wealth Management first reported a position in Procter & Gamble in Q4 2024 and has held it in 6 quarters since.
  • Consultiva Wealth Management's Procter & Gamble position peaked at $93K in Q1 2025.
  • 3,987 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

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