Corient Private Wealth
PG icon

Corient Private Wealth’s Procter & Gamble PG Stock Holding History

Corient Private Wealth’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 		$359M Sell
2,490,765
-3,134,899
-56% -$475M 0.51% 34
2025
Q4 		$667M Buy
5,625,664
+3,385,729
+151% +$499M 0.45% 39
2025
Q3 		$343M Sell
2,239,935
-325,889
-13% -$50.9M 0.54% 30
2025
Q2 		$409M Sell
2,565,824
-40,304
-2% -$6.58M 0.54% 27
2025
Q1 		$444M Sell
2,606,128
-102,843
-4% -$17.2M 0.73% 24
2024
Q4 		$451M Sell
2,708,971
-102,461
-4% -$17.5M 0.75% 21
2024
Q3 		$487M Buy
2,811,432
+70,731
+3% +$12M 0.76% 22
2024
Q2 		$452M Sell
2,740,701
-63,646
-2% -$10.4M 0.79% 21
2024
Q1 		$455M Sell
2,804,347
-47,280
-2% -$7.42M 0.81% 23
2023
Q4 		$418M Buy
2,851,627
+43,985
+2% +$6.51M 0.77% 22
2023
Q3 		$410M Sell
2,807,642
-42,993
-2% -$6.57M 0.94% 18
2023
Q2 		$433M Buy
2,850,635
+388,433
+16% +$58.5M 1% 14
2023
Q1 		$366M Buy
2,462,202
+532,287
+28% +$76.1M 0.98% 15
2022
Q4 		$293M Buy
+1,929,915
New +$271M 1.06% 12

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

Corient Private Wealth's PG Position: Q1 2026 in Review

Corient Private Wealth reduced its Procter & Gamble (PG) stake by 56% in Q1 2026, selling an estimated $475M and leaving 2,490,765 shares worth $359M. The position accounts for 0.51% of the portfolio, ranked #34.

Corient Private Wealth first reported a position in PG in Q4 2022 and has held it in 14 quarters since. The position peaked at $667M in Q4 2025. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Corient Private Wealth held 2,490,765 shares of Procter & Gamble worth $359M as of Q1 2026.
  • Corient Private Wealth sold 3,134,899 Procter & Gamble shares in Q1 2026, an estimated $475M.
  • Procter & Gamble made up 0.51% of Corient Private Wealth's portfolio in Q1 2026, its #34 holding.
  • Corient Private Wealth first reported a position in Procter & Gamble in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Procter & Gamble position peaked at $667M in Q4 2025.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.