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Cresset Asset Management’s Procter & Gamble PG Stock Holding History

Cresset Asset 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
2025
Q1 		– Hold
0
– -$16.8K – 1827
2024
Q4 		– Sell
-100
Closed -$17K – 1719
2024
Q3 		$17.3K Hold
100
– – ﹤0.01% 2141
2024
Q2 		$16.5K Buy
+100
New +$16.3K ﹤0.01% 2065
2024
Q1 		– Sell
-100
Closed -$14.7K – 1962
2023
Q4 		$14.7K Buy
+100
New +$14.8K ﹤0.01% 1826

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Cresset Asset Management's PG Position: Q1 2026 in Review

Cresset Asset Management increased its Procter & Gamble (PG) stake by 4.4% in Q1 2026, buying an estimated $1.19M and bringing the position to 184,529 shares worth $26.7M. The position accounts for 0.12% of the portfolio, ranked #115.

Cresset Asset Management first reported a position in PG in Q4 2018 and has held it in 30 quarters since. The position peaked at $61.6M in Q3 2024. 3,998 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Cresset Asset Management held 184,529 shares of Procter & Gamble worth $26.7M as of Q1 2026.
  • Cresset Asset Management bought 7,834 Procter & Gamble shares in Q1 2026, an estimated $1.19M.
  • Procter & Gamble made up 0.12% of Cresset Asset Management's portfolio in Q1 2026, its #115 holding.
  • Cresset Asset Management first reported a position in Procter & Gamble in Q4 2018 and has held it in 30 quarters since.
  • Cresset Asset Management's Procter & Gamble position peaked at $61.6M in Q3 2024.
  • 3,998 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.