McCarter Private Wealth Services’s Procter & Gamble PG Stock Holding History

McCarter Private Wealth Services’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	$3.85M	Buy	26,629 +313	+1%	+$47.5K	1.67%	17
2025 Q4	$3.77M	Buy	26,316 +950	+4%	+$140K	1.7%	17
2025 Q3	$3.9M	Buy	25,366 +80	+0.3%	+$12.5K	2%	14
2025 Q2	$4.03M	Buy	25,286 +430	+2%	+$70.2K	2.3%	11
2025 Q1	$4.24M	Buy	24,856 +35	+0.1%	+$5.86K	2.77%	10
2024 Q4	$4.16M	Hold	24,821	–	–	2.64%	11
2024 Q3	$4.3M	Buy	+24,821	New	+$4.21M	2.72%	11

Other funds holding PG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

McCarter Private Wealth Services's PG Position: Q1 2026 in Review

McCarter Private Wealth Services increased its Procter & Gamble (PG) stake by 1.2% in Q1 2026, buying an estimated $47.5K and bringing the position to 26,629 shares worth $3.85M. The position accounts for 1.67% of the portfolio, ranked #17.

McCarter Private Wealth Services first reported a position in PG in Q3 2024 and has held it in 7 quarters since. The position peaked at $4.3M in Q3 2024. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

McCarter Private Wealth Services held 26,629 shares of Procter & Gamble worth $3.85M as of Q1 2026.
McCarter Private Wealth Services bought 313 Procter & Gamble shares in Q1 2026, an estimated $47.5K.
Procter & Gamble made up 1.67% of McCarter Private Wealth Services's portfolio in Q1 2026, its #17 holding.
McCarter Private Wealth Services first reported a position in Procter & Gamble in Q3 2024 and has held it in 7 quarters since.
McCarter Private Wealth Services's Procter & Gamble position peaked at $4.3M in Q3 2024.
3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on McCarter Private Wealth Services's 13F filing for Q1 2026, filed 15 May 2026.