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Cyndeo Wealth Partners’s Procter & Gamble PG Stock Holding History

Cyndeo Wealth Partners’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 		$3.29M Sell
22,774
-32,082
-58% -$4.86M 0.17% 132
2025
Q4 		$7.86M Sell
54,856
-1,942
-3% -$286K 0.42% 67
2025
Q3 		$8.73M Buy
56,798
+1,056
+2% +$165K 0.49% 56
2025
Q2 		$8.88M Buy
55,742
+1,546
+3% +$252K 0.53% 51
2025
Q1 		$9.24M Sell
54,196
-785
-1% -$131K 0.61% 43
2024
Q4 		$9.22M Buy
54,981
+1,553
+3% +$264K 0.62% 42
2024
Q3 		$9.25M Buy
53,428
+1,493
+3% +$253K 0.65% 40
2024
Q2 		$8.57M Buy
51,935
+3,190
+7% +$522K 0.67% 34
2024
Q1 		$7.91M Sell
48,745
-16,124
-25% -$2.53M 0.66% 37
2023
Q4 		$9.51M Buy
64,869
+16,255
+33% +$2.41M 0.88% 23
2023
Q3 		$7.09M Sell
48,614
-762
-2% -$116K 0.74% 34
2023
Q2 		$7.49M Buy
49,376
+1,511
+3% +$228K 0.78% 34
2023
Q1 		$7.12M Buy
47,865
+10,991
+30% +$1.57M 0.77% 30
2022
Q4 		$5.59M Buy
+36,874
New +$5.17M 0.66% 47

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

Cyndeo Wealth Partners's PG Position: Q1 2026 in Review

Cyndeo Wealth Partners reduced its Procter & Gamble (PG) stake by 58% in Q1 2026, selling an estimated $4.86M and leaving 22,774 shares worth $3.29M. The position accounts for 0.17% of the portfolio, ranked #132.

Cyndeo Wealth Partners first reported a position in PG in Q4 2022 and has held it in 14 quarters since. The position peaked at $9.51M in Q4 2023. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Cyndeo Wealth Partners held 22,774 shares of Procter & Gamble worth $3.29M as of Q1 2026.
  • Cyndeo Wealth Partners sold 32,082 Procter & Gamble shares in Q1 2026, an estimated $4.86M.
  • Procter & Gamble made up 0.17% of Cyndeo Wealth Partners's portfolio in Q1 2026, its #132 holding.
  • Cyndeo Wealth Partners first reported a position in Procter & Gamble in Q4 2022 and has held it in 14 quarters since.
  • Cyndeo Wealth Partners's Procter & Gamble position peaked at $9.51M in Q4 2023.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.