CWG
PG icon

Cornerstone Wealth Group’s Procter & Gamble PG Stock Holding History

Cornerstone Wealth 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 		$8.11M Sell
56,959
-4,170
-7% -$632K 0.52% 53
2025
Q4 		$8.76M Buy
61,129
+1,480
+2% +$218K 0.6% 43
2025
Q3 		$9.17M Buy
59,649
+398
+0.7% +$62.2K 0.62% 40
2025
Q2 		$9.44M Buy
59,251
+2,164
+4% +$353K 0.71% 37
2025
Q1 		$9.73M Buy
57,087
+1,937
+4% +$324K 0.81% 33
2024
Q4 		$9.25M Buy
55,150
+1,886
+4% +$321K 0.75% 31
2024
Q3 		$9.23M Buy
53,264
+1,124
+2% +$191K 0.76% 31
2024
Q2 		$8.6M Buy
52,140
+1,488
+3% +$243K 0.76% 32
2024
Q1 		$8.22M Buy
50,652
+6,503
+15% +$1.02M 0.76% 37
2023
Q4 		$6.47M Sell
44,149
-41
-0.1% -$6.07K 0.93% 25
2023
Q3 		$6.45M Sell
44,190
-1,407
-3% -$215K 1.14% 18
2023
Q2 		$6.92M Buy
45,597
+247
+0.5% +$37.2K 1.25% 18
2023
Q1 		$6.74M Sell
45,350
-62
-0.1% -$8.86K 1.2% 20
2022
Q4 		$6.88M Buy
45,412
+975
+2% +$137K 1.3% 18
2022
Q3 		$5.61M Buy
44,437
+1,547
+4% +$220K 1.24% 21
2022
Q2 		$6.17M Buy
42,890
+3,890
+10% +$585K 1.29% 20
2022
Q1 		$5.96M Buy
39,000
+3,441
+10% +$538K 1.09% 18
2021
Q4 		$5.82M Buy
35,559
+1,282
+4% +$190K 1% 27
2021
Q3 		$4.79M Buy
34,277
+1,103
+3% +$156K 0.85% 28
2021
Q2 		$4.66M Buy
33,174
+1,611
+5% +$218K 0.95% 24
2021
Q1 		$4.32M Buy
31,563
+554
+2% +$72.3K 0.88% 29
2020
Q4 		$4.32M Sell
31,009
-1,477
-5% -$206K 1.06% 19
2020
Q3 		$4.51M Sell
32,486
-397
-1% -$52.7K 1.23% 22
2020
Q2 		$3.93M Buy
32,883
+1,066
+3% +$124K 0.99% 24
2020
Q1 		$3.5M Buy
31,817
+5,609
+21% +$673K 1.23% 22
2019
Q4 		$3.27M Sell
26,208
-574
-2% -$70.2K 0.88% 34
2019
Q3 		$3.33M Buy
26,782
+21,839
+442% +$2.58M 0.84% 33
2019
Q2 		$542K Sell
4,943
-409
-8% -$43.6K 0.15% 111
2019
Q1 		$557K Buy
+5,352
New +$521K 0.14% 115

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

Cornerstone Wealth Group's PG Position: Q1 2026 in Review

Cornerstone Wealth Group reduced its Procter & Gamble (PG) stake by 6.8% in Q1 2026, selling an estimated $632K and leaving 56,959 shares worth $8.11M. The position accounts for 0.52% of the portfolio, ranked #53.

Cornerstone Wealth Group first reported a position in PG in Q1 2019 and has held it in 29 quarters since. The position peaked at $9.73M in Q1 2025. 3,987 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Cornerstone Wealth Group held 56,959 shares of Procter & Gamble worth $8.11M as of Q1 2026.
  • Cornerstone Wealth Group sold 4,170 Procter & Gamble shares in Q1 2026, an estimated $632K.
  • Procter & Gamble made up 0.52% of Cornerstone Wealth Group's portfolio in Q1 2026, its #53 holding.
  • Cornerstone Wealth Group first reported a position in Procter & Gamble in Q1 2019 and has held it in 29 quarters since.
  • Cornerstone Wealth Group's Procter & Gamble position peaked at $9.73M in Q1 2025.
  • 3,987 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.