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CWS Financial Advisors’s Procter & Gamble PG Stock Holding History

CWS Financial Advisors’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 		$1.71M Buy
11,811
+81
+0.7% +$12.3K 0.44% 35
2025
Q4 		$1.68M Buy
11,730
+168
+1% +$24.8K 0.46% 34
2025
Q3 		$1.78M Sell
11,562
-114
-1% -$17.8K 0.49% 29
2025
Q2 		$1.86M Sell
11,676
-165
-1% -$26.9K 0.54% 28
2025
Q1 		$2.02M Sell
11,841
-1,826
-13% -$306K 0.64% 25
2024
Q4 		$2.29M Sell
13,667
-772
-5% -$131K 0.74% 19
2024
Q3 		$2.5M Buy
14,439
+162
+1% +$27.5K 0.89% 15
2024
Q2 		$2.35M Buy
14,277
+2,956
+26% +$483K 0.93% 15
2024
Q1 		$1.84M Sell
11,321
-2,049
-15% -$321K 0.75% 17
2023
Q4 		$1.96M Sell
13,370
-544
-4% -$80.6K 0.74% 18
2023
Q3 		$2.03M Sell
13,914
-140
-1% -$21.4K 0.81% 19
2023
Q2 		$2.13M Sell
14,054
-197
-1% -$29.7K 0.81% 19
2023
Q1 		$2.12M Sell
14,251
-702
-5% -$100K 0.84% 19
2022
Q4 		$2.02M Sell
14,953
-788
-5% -$110K 0.87% 11
2022
Q3 		$1.99M Sell
15,741
-105
-0.7% -$14.9K 0.95% 16
2022
Q2 		$2.28M Buy
15,846
+18
+0.1% +$2.71K 1.04% 13
2022
Q1 		$2.42M Buy
15,828
+135
+0.9% +$21.1K 0.91% 13
2021
Q4 		$2.57M Buy
+15,693
New +$2.33M 0.91% 16
2021
Q2 		$2.02M Buy
15,004
+51
+0.3% +$6.9K 0.81% 12
2021
Q1 		$2.02M Sell
14,953
-395
-3% -$51.5K 0.87% 11
2020
Q4 		$2.14M Sell
15,348
-328
-2% -$45.8K 1.24% 6
2020
Q3 		$2.18M Sell
15,676
-591
-4% -$78.5K 1.45% 6
2020
Q2 		$1.95M Buy
16,267
+10,768
+196% +$1.26M 1.4% 6
2020
Q1 		$687K Hold
5,499
– – 0.51% 31
2019
Q4 		$687K Buy
+5,499
New +$673K 0.5% 32

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

CWS Financial Advisors's PG Position: Q1 2026 in Review

CWS Financial Advisors increased its Procter & Gamble (PG) stake by 0.69% in Q1 2026, buying an estimated $12.3K and bringing the position to 11,811 shares worth $1.71M. The position accounts for 0.44% of the portfolio, ranked #35.

CWS Financial Advisors first reported a position in PG in Q4 2019 and has held it in 25 quarters since. The position peaked at $2.57M in Q4 2021. 3,986 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • CWS Financial Advisors held 11,811 shares of Procter & Gamble worth $1.71M as of Q1 2026.
  • CWS Financial Advisors bought 81 Procter & Gamble shares in Q1 2026, an estimated $12.3K.
  • Procter & Gamble made up 0.44% of CWS Financial Advisors's portfolio in Q1 2026, its #35 holding.
  • CWS Financial Advisors first reported a position in Procter & Gamble in Q4 2019 and has held it in 25 quarters since.
  • CWS Financial Advisors's Procter & Gamble position peaked at $2.57M in Q4 2021.
  • 3,986 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on CWS Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.