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Adero Partners’s Procter & Gamble PG Stock Holding History

Adero Partners’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
Q1 		$1.23M Buy
7,236
+25
+0.3% +$4.19K 0.08% 81
2024
Q4 		$1.21M Buy
7,211
+1,889
+35% +$322K 0.08% 77
2024
Q3 		$922K Buy
5,322
+289
+6% +$49.1K 0.06% 89
2024
Q2 		$830K Buy
5,033
+273
+6% +$44.6K 0.06% 88
2024
Q1 		$772K Sell
4,760
-158
-3% -$24.8K 0.06% 90
2023
Q4 		$721K Buy
4,918
+100
+2% +$14.8K 0.06% 89
2023
Q3 		$703K Buy
4,818
+878
+22% +$134K 0.07% 87
2023
Q2 		$598K Buy
3,940
+145
+4% +$21.9K 0.06% 91
2023
Q1 		$564K Sell
3,795
-45
-1% -$6.43K 0.06% 95
2022
Q4 		$582K Buy
3,840
+1,525
+66% +$214K 0.07% 90
2022
Q3 		$300K Buy
2,315
+184
+9% +$26.1K 0.04% 119
2022
Q2 		$311K Buy
2,131
+17
+0.8% +$2.56K 0.04% 114
2022
Q1 		$323K Buy
2,114
+94
+5% +$14.7K 0.05% 122
2021
Q4 		$330K Buy
+2,020
New +$300K 0.05% 128
2021
Q1 		– Sell
-1,514
Closed -$211K – 118
2020
Q4 		$211K Buy
+1,514
New +$212K 0.18% 76

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Adero Partners's PG Position: Q1 2025 in Review

Adero Partners increased its Procter & Gamble (PG) stake by 0.35% in Q1 2025, buying an estimated $4.19K and bringing the position to 7,236 shares worth $1.23M. The position accounts for 0.08% of the portfolio, ranked #81.

Adero Partners first reported a position in PG in Q4 2020 and has held it in 15 quarters since. 4,013 funds tracked by Wall St. Rank hold PG as of Q1 2025.

  • Adero Partners held 7,236 shares of Procter & Gamble worth $1.23M as of Q1 2025.
  • Adero Partners bought 25 Procter & Gamble shares in Q1 2025, an estimated $4.19K.
  • Procter & Gamble made up 0.08% of Adero Partners's portfolio in Q1 2025, its #81 holding.
  • Adero Partners first reported a position in Procter & Gamble in Q4 2020 and has held it in 15 quarters since.
  • 4,013 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.