Allium Financial Advisors’s Procter & Gamble PG Stock Holding History

Allium Financial Advisors’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	-1,202	Closed	-$205K	–	90
2025 Q1	$205K	Buy	+1,202	New	+$201K	0.19%	79

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

Norges Bank Oslo, Norway $935B AUM

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

Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Allium Financial Advisors's PG Position: Q2 2025 in Review

Allium Financial Advisors sold out of Procter & Gamble (PG) in Q2 2025, closing a stake of 1,202 shares — an estimated $205K sold.

Allium Financial Advisors first reported a position in PG in Q1 2025 and held it in 1 quarter. The position peaked at $205K in Q1 2025. 3,954 funds tracked by Wall St. Rank hold PG as of Q2 2025.

Allium Financial Advisors reported no remaining Procter & Gamble position as of Q2 2025 after selling out during the quarter.
Allium Financial Advisors sold 1,202 Procter & Gamble shares in Q2 2025, an estimated $205K.
Allium Financial Advisors first reported a position in Procter & Gamble in Q1 2025 and held it in 1 quarter.
Allium Financial Advisors's Procter & Gamble position peaked at $205K in Q1 2025.
3,954 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2025.

Based on Allium Financial Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.