AWM
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Act Wealth Management’s Procter & Gamble PG Stock Holding History

Act 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
Q2 		– Sell
-1,206
Closed -$206K – 58
2025
Q1 		$206K Sell
1,206
-123
-9% -$20.6K 0.09% 44
2024
Q4 		$223K Sell
1,329
-325
-20% -$55.4K 0.1% 39
2024
Q3 		$287K Sell
1,654
-109
-6% -$18.5K 0.13% 31
2024
Q2 		$291K Buy
1,763
+3
+0.2% +$490 0.14% 28
2024
Q1 		$286K Sell
1,760
-262
-13% -$41.1K 0.14% 27
2023
Q4 		$296K Buy
2,022
+2
+0.1% +$296 0.16% 26
2023
Q3 		$295K Sell
2,020
-198
-9% -$30.2K 0.2% 23
2023
Q2 		$337K Sell
2,218
-498
-18% -$75.1K 0.19% 22
2023
Q1 		$404K Buy
2,716
+3
+0.1% +$429 0.24% 21
2022
Q4 		$411K Buy
2,713
+2
+0.1% +$280 0.26% 21
2022
Q3 		$342K Buy
2,711
+2
+0.1% +$284 0.24% 19
2022
Q2 		$390K Sell
2,709
-131
-5% -$19.7K 0.26% 19
2022
Q1 		$434K Buy
2,840
+2
+0.1% +$313 0.25% 21
2021
Q4 		$464K Buy
2,838
+4
+0.1% +$594 0.27% 18
2021
Q3 		$382K Hold
2,834
– – 0.24% 19
2021
Q2 		$382K Buy
2,834
+2
+0.1% +$271 0.24% 19
2021
Q1 		$384K Buy
2,832
+338
+14% +$44.1K 0.25% 18
2020
Q4 		$347K Buy
+2,494
New +$349K 0.22% 19

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

Act Wealth Management's PG Position: Q2 2025 in Review

Act Wealth Management sold out of Procter & Gamble (PG) in Q2 2025, closing a stake of 1,206 shares — an estimated $206K sold.

Act Wealth Management first reported a position in PG in Q4 2020 and held it in 18 quarters. The position peaked at $464K in Q4 2021. 3,953 funds tracked by Wall St. Rank hold PG as of Q2 2025.

  • Act Wealth Management reported no remaining Procter & Gamble position as of Q2 2025 after selling out during the quarter.
  • Act Wealth Management sold 1,206 Procter & Gamble shares in Q2 2025, an estimated $206K.
  • Act Wealth Management first reported a position in Procter & Gamble in Q4 2020 and held it in 18 quarters.
  • Act Wealth Management's Procter & Gamble position peaked at $464K in Q4 2021.
  • 3,953 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2025.

Based on Act Wealth Management's 13F filing for Q2 2025, filed 9 Jul 2025.