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Creative Financial Designs’s Procter & Gamble PG Stock Holding History

Creative Financial Designs’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 		$1.52M Buy
10,500
+751
+8% +$114K 0.09% 180
2025
Q4 		$1.4M Sell
9,749
-4,085
-30% -$602K 0.09% 190
2025
Q3 		$2.13M Sell
13,834
-927
-6% -$145K 0.14% 134
2025
Q2 		$2.35M Sell
14,761
-407
-3% -$66.4K 0.17% 126
2025
Q1 		$2.58M Sell
15,168
-71
-0.5% -$11.9K 0.21% 102
2024
Q4 		$2.55M Buy
15,239
+3,105
+26% +$529K 0.21% 98
2024
Q3 		$2.1M Sell
12,134
-352
-3% -$59.8K 0.18% 112
2024
Q2 		$2.06M Buy
12,486
+1,936
+18% +$317K 0.18% 107
2024
Q1 		$1.71M Buy
10,550
+5,063
+92% +$794K 0.16% 119
2023
Q4 		$804K Buy
5,487
+166
+3% +$24.6K 0.08% 188
2023
Q3 		$776K Sell
5,321
-11,267
-68% -$1.72M 0.09% 169
2023
Q2 		$2.52M Buy
16,588
+11
+0.1% +$1.66K 0.3% 72
2023
Q1 		$2.46M Buy
16,577
+10,031
+153% +$1.43M 0.32% 73
2022
Q4 		$992K Sell
6,546
-163
-2% -$22.9K 0.15% 130
2022
Q3 		$847K Buy
6,709
+272
+4% +$38.6K 0.14% 136
2022
Q2 		$926K Buy
6,437
+908
+16% +$136K 0.15% 130
2022
Q1 		$845K Buy
5,529
+470
+9% +$73.5K 0.13% 140
2021
Q4 		$827K Sell
5,059
-403
-7% -$59.8K 0.12% 142
2021
Q3 		$764K Sell
5,462
-666
-11% -$94.4K 0.13% 137
2021
Q2 		$827K Buy
6,128
+185
+3% +$25K 0.14% 130
2021
Q1 		$805K Buy
5,943
+1,030
+21% +$134K 0.16% 117
2020
Q4 		$684K Sell
4,913
-1,115
-18% -$156K 0.15% 121
2020
Q3 		$838K Sell
6,028
-2,546
-30% -$338K 0.21% 92
2020
Q2 		$1.02M Buy
8,574
+2,562
+43% +$299K 0.31% 61
2020
Q1 		$661K Buy
6,012
+1,737
+41% +$208K 0.34% 53
2019
Q4 		$528K Sell
4,275
-122
-3% -$14.9K 0.24% 95
2019
Q3 		$532K Buy
4,397
+518
+13% +$61.2K 0.29% 74
2019
Q2 		$442K Buy
3,879
+1,714
+79% +$183K 0.24% 83
2019
Q1 		$225K Buy
2,165
+1,567
+262% +$153K 0.13% 113
2018
Q4 		$55K Sell
598
-98
-14% -$8.76K 0.04% 186
2018
Q3 		$58K Sell
696
-1,673
-71% -$137K 0.03% 205
2018
Q2 		$185K Sell
2,369
-423
-15% -$31.8K 0.11% 132
2018
Q1 		$221K Buy
2,792
+2
+0.1% +$167 0.14% 108
2017
Q4 		$256K Buy
2,790
+295
+12% +$26.5K 0.17% 96
2017
Q3 		$227K Sell
2,495
-102
-4% -$9.29K 0.13% 127
2017
Q2 		$226K Hold
2,597
– – 0.14% 125
2017
Q1 		$233K Sell
2,597
-3
-0.1% -$266 0.17% 124
2016
Q4 		$219K Buy
+2,600
New +$222K 0.18% 111

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

Creative Financial Designs's PG Position: Q1 2026 in Review

Creative Financial Designs increased its Procter & Gamble (PG) stake by 7.7% in Q1 2026, buying an estimated $114K and bringing the position to 10,500 shares worth $1.52M. The position accounts for 0.09% of the portfolio, ranked #180.

Creative Financial Designs first reported a position in PG in Q4 2016 and has held it in 38 quarters since. The position peaked at $2.58M in Q1 2025. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Creative Financial Designs held 10,500 shares of Procter & Gamble worth $1.52M as of Q1 2026.
  • Creative Financial Designs bought 751 Procter & Gamble shares in Q1 2026, an estimated $114K.
  • Procter & Gamble made up 0.09% of Creative Financial Designs's portfolio in Q1 2026, its #180 holding.
  • Creative Financial Designs first reported a position in Procter & Gamble in Q4 2016 and has held it in 38 quarters since.
  • Creative Financial Designs's Procter & Gamble position peaked at $2.58M in Q1 2025.
  • 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.