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Cypress Capital Advisors’s Procter & Gamble PG Stock Holding History

Cypress Capital 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
Q2 		$829K Sell
5,656
-406
-7% -$59.1K 0.34% 43
2026
Q1 		$876K Buy
6,062
+325
+6% +$49.3K 0.47% 40
2025
Q4 		$822K Sell
5,737
-484
-8% -$71.4K 0.44% 43
2025
Q3 		$956K Sell
6,221
-249
-4% -$38.9K 0.54% 35
2025
Q2 		$1.03M Buy
6,470
+29
+0.5% +$4.73K 0.64% 29
2025
Q1 		$1.1M Buy
6,441
+284
+5% +$47.6K 0.76% 24
2024
Q4 		$1.03M Buy
+6,157
New +$1.05M 0.81% 24

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cypress Capital Advisors's PG Position: Q2 2026 in Review

Cypress Capital Advisors reduced its Procter & Gamble (PG) stake by 6.7% in Q2 2026, selling an estimated $59.1K and leaving 5,656 shares worth $829K. The position accounts for 0.34% of the portfolio, ranked #43.

Cypress Capital Advisors first reported a position in PG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.1M in Q1 2025. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Cypress Capital Advisors held 5,656 shares of Procter & Gamble worth $829K as of Q2 2026.
  • Cypress Capital Advisors sold 406 Procter & Gamble shares in Q2 2026, an estimated $59.1K.
  • Procter & Gamble made up 0.34% of Cypress Capital Advisors's portfolio in Q2 2026, its #43 holding.
  • Cypress Capital Advisors first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
  • Cypress Capital Advisors's Procter & Gamble position peaked at $1.1M in Q1 2025.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Cypress Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.