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Anderson Financial Strategies’s Procter & Gamble PG Stock Holding History

Anderson Financial Strategies’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
-800
Closed -$136K – 159
2025
Q1 		$136K Sell
800
-80
-9% -$13.4K 0.08% 70
2024
Q4 		$148K Buy
+880
New +$150K 0.09% 47

Other funds holding PG

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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 $138M AUM 28.86% 1-Year Est. Return

Anderson Financial Strategies's PG Position: Q2 2025 in Review

Anderson Financial Strategies sold out of Procter & Gamble (PG) in Q2 2025, closing a stake of 800 shares — an estimated $136K sold.

Anderson Financial Strategies first reported a position in PG in Q4 2024 and held it in 2 quarters. The position peaked at $148K in Q4 2024. 3,954 funds tracked by Wall St. Rank hold PG as of Q2 2025.

  • Anderson Financial Strategies reported no remaining Procter & Gamble position as of Q2 2025 after selling out during the quarter.
  • Anderson Financial Strategies sold 800 Procter & Gamble shares in Q2 2025, an estimated $136K.
  • Anderson Financial Strategies first reported a position in Procter & Gamble in Q4 2024 and held it in 2 quarters.
  • Anderson Financial Strategies's Procter & Gamble position peaked at $148K in Q4 2024.
  • 3,954 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2025.

Based on Anderson Financial Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.