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1776 Wealth’s Procter & Gamble PG Stock Holding History

1776 Wealth’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
2025
Q3 		– Sell
-2,743
Closed -$437K – 148
2025
Q2 		$437K Sell
2,743
-178
-6% -$29.1K 0.18% 98
2025
Q1 		$498K Sell
2,921
-111
-4% -$18.6K 0.23% 84
2024
Q4 		$508K Sell
3,032
-39
-1% -$6.64K 0.23% 85
2024
Q3 		$532K Sell
3,071
-147
-5% -$25K 0.24% 84
2024
Q2 		$531K Buy
3,218
+468
+17% +$76.5K 0.24% 85
2024
Q1 		$446K Sell
2,750
-13
-0.5% -$2.04K 0.21% 90
2023
Q4 		$405K Hold
2,763
– – 0.2% 92
2023
Q3 		$403K Hold
2,763
– – 0.21% 83
2023
Q2 		$419K Buy
+2,763
New +$416K 0.22% 85
2020
Q1 		– Sell
-200
Closed -$24K – 343
2019
Q4 		$24K Buy
+200
New +$24.5K 0.02% 233

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

1776 Wealth's PG Position: Q3 2025 in Review

1776 Wealth sold out of Procter & Gamble (PG) in Q3 2025, closing a stake of 2,743 shares — an estimated $437K sold.

1776 Wealth first reported a position in PG in Q4 2019 and held it in 10 quarters. The position peaked at $532K in Q3 2024. 3,902 funds tracked by Wall St. Rank hold PG as of Q3 2025.

  • 1776 Wealth reported no remaining Procter & Gamble position as of Q3 2025 after selling out during the quarter.
  • 1776 Wealth sold 2,743 Procter & Gamble shares in Q3 2025, an estimated $437K.
  • 1776 Wealth first reported a position in Procter & Gamble in Q4 2019 and held it in 10 quarters.
  • 1776 Wealth's Procter & Gamble position peaked at $532K in Q3 2024.
  • 3,902 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2025.

Based on 1776 Wealth's 13F filing for Q3 2025, filed 6 Nov 2025.