1858 Wealth Management’s Procter & Gamble PG Stock Holding History

1858 Wealth Management’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	$307K	Sell	1,998 -589	-23%	-$92K	0.22%	72
2025 Q2	$412K	Sell	2,587 -70	-3%	-$11.4K	0.3%	65
2025 Q1	$453K	Sell	2,657 -3	-0.1%	-$502	0.38%	55
2024 Q4	$446K	Hold	2,660	–	–	0.35%	68
2024 Q3	$461K	Sell	2,660 -41	-2%	-$6.96K	0.38%	68
2024 Q2	$445K	Sell	2,701 -719	-21%	-$118K	0.37%	66
2024 Q1	$501K	Hold	3,420	–	–	0.48%	61
2023 Q4	$501K	Buy	+3,420	New	+$507K	0.48%	61

Other funds holding PG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

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

1858 Wealth Management's PG Position: Q3 2025 in Review

1858 Wealth Management reduced its Procter & Gamble (PG) stake by 23% in Q3 2025, selling an estimated $92K and leaving 1,998 shares worth $307K. The position accounts for 0.22% of the portfolio, ranked #72.

1858 Wealth Management first reported a position in PG in Q4 2023 and has held it in 8 quarters since. The position peaked at $501K in Q1 2024. 3,893 funds tracked by Wall St. Rank hold PG as of Q3 2025.

1858 Wealth Management held 1,998 shares of Procter & Gamble worth $307K as of Q3 2025.
1858 Wealth Management sold 589 Procter & Gamble shares in Q3 2025, an estimated $92K.
Procter & Gamble made up 0.22% of 1858 Wealth Management's portfolio in Q3 2025, its #72 holding.
1858 Wealth Management first reported a position in Procter & Gamble in Q4 2023 and has held it in 8 quarters since.
1858 Wealth Management's Procter & Gamble position peaked at $501K in Q1 2024.
3,893 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2025.

Based on 1858 Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.