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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
Q2 		$3.93M Buy
26,800
+171
+0.6% +$24.9K 1.36% 25
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
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

McCarter Private Wealth Services's PG Position: Q2 2026 in Review

McCarter Private Wealth Services increased its Procter & Gamble (PG) stake by 0.64% in Q2 2026, buying an estimated $24.9K and bringing the position to 26,800 shares worth $3.93M. The position accounts for 1.36% of the portfolio, ranked #25.

McCarter Private Wealth Services first reported a position in PG in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.3M in Q3 2024. 4,021 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • McCarter Private Wealth Services held 26,800 shares of Procter & Gamble worth $3.93M as of Q2 2026.
  • McCarter Private Wealth Services bought 171 Procter & Gamble shares in Q2 2026, an estimated $24.9K.
  • Procter & Gamble made up 1.36% of McCarter Private Wealth Services's portfolio in Q2 2026, its #25 holding.
  • McCarter Private Wealth Services first reported a position in Procter & Gamble in Q3 2024 and has held it in 8 quarters since.
  • McCarter Private Wealth Services's Procter & Gamble position peaked at $4.3M in Q3 2024.
  • 4,021 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.